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Charter Communications

834 hedge funds and large institutions have $33.3B invested in Charter Communications in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 277 increasing their positions, 273 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 66

10% more call options, than puts

Call options by funds: $863M | Put options by funds: $784M

6% more funds holding

Funds holding: 785834 (+49)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.95B)

1% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 273

0.59% less ownership

Funds ownership: 72.83%72.23% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
834
Holders Change
+49
Holders Change %
+6.24%
% of All Funds
11.98%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
125
Increased
277
Reduced
273
Closed
66
Calls
$863M
Puts
$784M
Net Calls
+$78.6M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
Ballentine Partners
Massachusetts
$385K +$25.9K +77 +7%
BPA
502
Beacon Pointe Advisors
California
$383K -$3.36K -10 -0.8%
SPA
503
Sherbrooke Park Advisers
New York
$383K +$397K +1,181 New
SRC
504
Shufro Rose & Co
New York
$382K
AC
505
Armistice Capital
New York
$380K +$395K +1,174 New
FWIA
506
Fort Washington Investment Advisors
Ohio
$376K
Baird Financial Group
507
Baird Financial Group
Wisconsin
$373K -$34.6K -103 -8%
PFA
508
Pure Financial Advisors
California
$372K +$5.04K +15 +1%
HCA
509
Hyperion Capital Advisors
New York
$367K +$40.4K +120 +12%
ACA
510
Aptus Capital Advisors
Alabama
$367K +$146K +433 +62%
DFCM
511
Dark Forest Capital Management
Puerto Rico
$364K +$378K +1,124 New
AI
512
Atria Investments
North Carolina
$363K +$119K +355 +46%
AL
513
Aspiriant LLC
California
$360K +$336 +1 +0.1%
OAM
514
Ostrum Asset Management
France
$359K +$4.37K +13 +1%
PIM
515
Plato Investment Management
Australia
$357K +$350K +1,041 +1,707%
MS
516
Maven Securities
Jersey
$356K +$370K +1,100 New
Luther King Capital Management (LKCM)
517
Luther King Capital Management (LKCM)
Texas
$356K -$16.5K -49 -4%
FFM
518
Forum Financial Management
Illinois
$353K +$1.01K +3 +0.3%
CTC
519
Central Trust Company
Missouri
$353K -$371K -1,103 -50%
MPM
520
MBB Public Markets
Illinois
$350K -$2.02M -6,020 -85%
VFA
521
Valeo Financial Advisors
Indiana
$350K +$5.72K +17 +2%
IWM
522
IHT Wealth Management
Illinois
$348K +$359K +1,066 New
CI
523
CX Institutional
Indiana
$347K -$3.31M -9,833 -90%
BFS
524
Bradley Foster & Sargent
Connecticut
$344K -$20.5K -61 -5%
LSAG
525
Lake Street Advisors Group
New Hampshire
$344K +$19.5K +58 +6%

CHTR Hedge Fund Activity: Q3 2024 in Review

834 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q3 2024, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CHTR positions and 66 closed out — a net gain of 59 holders — while 277 added to existing stakes and 273 trimmed.

The largest buyer was Norges Bank, adding an estimated $749M. The largest seller was Parnassus Investments, exiting entirely with an estimated $790M sold.

  • 834 institutional investors held Charter Communications (CHTR) as of Q3 2024, up from 785 in Q2 2024.
  • Funds reported $33.3B of Charter Communications stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 125 funds opened new Charter Communications positions in Q3 2024 and 66 closed out, a net change of +59 holders.
  • The largest Charter Communications buyer in Q3 2024 was Norges Bank, an estimated $749M added.
  • The largest Charter Communications seller in Q3 2024 was Parnassus Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2024.