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Charter Communications

862 hedge funds and large institutions have $35B invested in Charter Communications in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 281 increasing their positions, 307 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $33.3B → $35B (+$1.73B)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 834862 (+28)

0% less call options, than puts

Call options by funds: $843M | Put options by funds: $843M

0.29% less ownership

Funds ownership: 72.23%71.94% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 307

Holders
862
Holders Change
+28
Holders Change %
+3.36%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
120
Increased
281
Reduced
307
Closed
80
Calls
$843M
Puts
$843M
Net Calls
-$176K
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
P
476
&Partners
Tennessee
$459K +$460K +1,272 New
HI
477
Horizon Investments
North Carolina
$458K +$5.42K +15 +1%
CAM
478
Councilmark Asset Management
Tennessee
$458K +$723 +2 +0.2%
WJWM
479
Williams Jones Wealth Management
New York
$454K +$7.95K +22 +2%
FT
480
Fiduciary Trust
Massachusetts
$453K +$22.8K +63 +5%
MYAM
481
Meiji Yasuda Asset Management
Japan
$453K -$48.8K -135 -9%
OQS
482
Occudo Quantitative Strategies
Florida
$453K +$478K +1,321 New
Vontobel Holding
483
Vontobel Holding
Switzerland
$451K -$54.2K -150 -10%
Group One Trading
484
Group One Trading
Illinois
$449K -$3.22M -8,918 -87%
RIL
485
Rothschild Investment LLC
Illinois
$448K -$4.7K -13 -1%
HWMO
486
Heritage Wealth Management (Ohio)
Ohio
$446K
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
$443K +$35.4K +98 +8%
DMBA
488
Deseret Mutual Benefit Administrators
Utah
$440K +$23.5K +65 +5%
FM
489
Foster & Motley
Ohio
$438K
VT
490
Vise Technologies
New York
$428K +$452K +1,249 New
OAM
491
Oppenheimer Asset Management
New York
$427K -$16.3K -45 -3%
DWT
492
Dorsey & Whitney Trust
South Dakota
$423K +$723 +2 +0.2%
FFM
493
Forum Financial Management
Illinois
$423K +$52.4K +145 +13%
GCP
494
GSA Capital Partners
United Kingdom
$423K +$446K +1,233 New
ACM
495
Argyle Capital Management
Pennsylvania
$423K -$13K -36 -3%
Baird Financial Group
496
Baird Financial Group
Wisconsin
$422K +$29.6K +82 +7%
S
497
SignatureFD
Georgia
$419K -$3.62K -10 -0.8%
BCM
498
Blume Capital Management
California
$417K -$139K -385 -24%
TAM
499
Trust Asset Management
Texas
$417K
SMH
500
Sanders Morris Harris
Texas
$416K

CHTR Hedge Fund Activity: Q4 2024 in Review

862 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2024, worth a combined $35B — up 5.2% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CHTR positions and 80 closed out — a net gain of 40 holders — while 281 added to existing stakes and 307 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $407M. The largest seller was Berkshire Hathaway, cutting an estimated $300M.

  • 862 institutional investors held Charter Communications (CHTR) as of Q4 2024, up from 834 in Q3 2024.
  • Funds reported $35B of Charter Communications stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 120 funds opened new Charter Communications positions in Q4 2024 and 80 closed out, a net change of +40 holders.
  • The largest Charter Communications buyer in Q4 2024 was T. Rowe Price Associates, an estimated $407M added.
  • The largest Charter Communications seller in Q4 2024 was Berkshire Hathaway, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2024.