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Charter Communications
CHTR

Overview Fund Activity

817 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-83
Holders Change %
-9.22%
% of All Funds
11.84%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
246
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.07B
2
Dodge & Cox
2
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$828M
4
Franklin Resources
4
Franklin Resources
California
$811M
5
UBS Group
5
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
AIM
2
Allen Investment Management
New York
$0
3
FCM
3
Farallon Capital Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
501
Advisory Services Network
Georgia
$334K -$526K -1,810 -61%
PFA
502
Pure Financial Advisors
California
$329K -$1.45K -5 -0.4%
FM
503
Foster & Motley
Ohio
$328K +$110K +378 +50%
CCM
504
Chiron Capital Management
Florida
$321K +$321K +1,105 New
AWM
505
Axxcess Wealth Management
California
$320K +$128K +441 +67%
SP
506
Symmetry Partners
Connecticut
$319K – – –
FFM
507
Forum Financial Management
Illinois
$316K -$291 -1 -0.1%
CW
508
CreativeOne Wealth
Kansas
$314K +$117K +403 +60%
CI
509
Cigna Investments
Connecticut
$312K +$2.61K +9 +0.8%
LSAG
510
Lake Street Advisors Group
New Hampshire
$312K -$16K -55 -5%
CCA
511
Checchi Capital Advisers
California
$310K -$35.2K -121 -10%
AG
512
AlTi Global
New York
$308K +$117K +404 +62%
RIL
513
Rothschild Investment LLC
Illinois
$307K +$254K +873 +474%
AT
514
Arden Trust
Delaware
$306K -$163K -561 -35%
DWM
515
Defined Wealth Management
Oregon
$305K -$46.5K -160 -13%
PIM
516
Plato Investment Management
Australia
$301K +$238K +818 +374%
BP
517
BBR Partners
New York
$300K +$300K +1,033 New
MAS
518
Meeder Advisory Services
Ohio
$300K -$87.5K -301 -23%
BWM
519
Biltmore Wealth Management
Arizona
$299K – – –
EWA
520
Exencial Wealth Advisors
Oklahoma
$299K -$12.7M -43,674 -98%
RCA
521
Roberts Capital Advisors
Colorado
$297K +$297K +1,023 New
TPI
522
Trust Point Inc
Wisconsin
$292K -$73.5K -253 -20%
CDH
523
Charles D. Hyman
$292K – – –
FTIS
524
First Trust Investment Solutions
Florida
$291K +$291K +1,000 New
ISL
525
Ingalls & Snyder LLC
New York
$285K – – –
19 20
21
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