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Charter Communications

786 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 825786 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
786
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
476
Bradley Foster & Sargent
Connecticut
$336K -$17.7K -65 -5%
BS
477
Banco Santander
Spain
$336K +$306K +1,123 New
S
478
SignatureFD
Georgia
$333K -$62.8K -230 -17%
BP
479
Ballentine Partners
Massachusetts
$332K -$64.1K -235 -17%
AL
480
Aspiriant LLC
California
$332K -$156K -572 -34%
CCM
481
Chiron Capital Management
Florida
$331K +$546 +2 +0.2%
AWM
482
Axxcess Wealth Management
California
$329K
SP
483
Symmetry Partners
Connecticut
$329K
EWA
484
EP Wealth Advisors
California
$329K -$18K -66 -6%
DWT
485
Dorsey & Whitney Trust
South Dakota
$328K -$19.7K -72 -6%
OAM
486
Ostrum Asset Management
France
$327K -$516K -1,890 -63%
FFM
487
Forum Financial Management
Illinois
$325K
HAG
488
HighPoint Advisor Group
Illinois
$320K +$19.7K +72 +9%
LA
489
Legacy Advisors
Pennsylvania
$318K -$70.7K -259 -20%
VFA
490
Valeo Financial Advisors
Indiana
$317K +$290K +1,062 New
BRWA
491
B. Riley Wealth Advisors
Florida
$314K +$8.73K +32 +3%
Kovitz Investment Group Partners
492
Kovitz Investment Group Partners
Illinois
$310K -$65.8K -241 -19%
BP
493
BBR Partners
New York
$309K
Envestnet Portfolio Solutions
494
Envestnet Portfolio Solutions
Illinois
$307K -$77.5K -284 -22%
DWM
495
Defined Wealth Management
Oregon
$306K -$6.82K -25 -2%
ISL
496
Ingalls & Snyder LLC
New York
$306K +$11.7K +43 +4%
BCV
497
Banque Cantonale Vaudoise
Switzerland
$303K +$59.8K +219 +27%
HCA
498
Hyperion Capital Advisors
New York
$303K +$49.7K +182 +22%
AT
499
Arden Trust
Delaware
$303K -$10.9K -40 -4%
EFP
500
Elser Financial Planning
Indiana
$300K +$274K +1,004 New

CHTR Hedge Fund Activity: Q2 2024 in Review

786 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 786 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 825 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.