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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
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$414K -$43K -119 -9%
HWAM
502
Hennion & Walsh Asset Management
New Jersey
$412K +$79.5K +220 +22%
ACA
503
Aptus Capital Advisors
Alabama
$410K +$23.9K +66 +6%
CAM
504
CenterStar Asset Management
Illinois
$409K +$431K +1,192 New
GS
505
GTS Securities
New York
$408K -$1.46M -4,030 -77%
VanEck Associates
506
VanEck Associates
New York
$407K +$92.6K +256 +27%
BP
507
Ballentine Partners
Massachusetts
$402K -$5.79K -16 -1%
FWIA
508
Fort Washington Investment Advisors
Ohio
$397K
CPCPP
509
Canada Post Corporation Pension Plan
Canada
$393K +$414K +1,146 New
BPA
510
Beacon Pointe Advisors
California
$392K -$13.4K -37 -3%
LSAG
511
Lake Street Advisors Group
New Hampshire
$391K +$28.6K +79 +7%
BC
512
Burney Company
Virginia
$388K -$66.9K -185 -14%
SIC
513
Sage Investment Counsel
Tennessee
$387K +$408K +1,129 New
VFA
514
Valeo Financial Advisors
Indiana
$386K +$17K +47 +4%
CFG
515
Cooper Financial Group
California
$386K +$43.4K +120 +12%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$385K -$27.5K -76 -6%
AL
517
Aspiriant LLC
California
$381K +$362 +1 +0.1%
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
$377K
RLH
519
RD Lewis Holdings
Florida
$376K +$391K +1,081 New
FTUS
520
Flow Traders U.S.
New York
$376K +$397K +1,097 New
AAS
521
Avantax Advisory Services
Texas
$371K +$104K +289 +36%
AI
522
Atria Investments
North Carolina
$367K -$17.7K -49 -4%
OAM
523
Ostrum Asset Management
France
$365K -$15.5K -43 -4%
BFS
524
Bradley Foster & Sargent
Connecticut
$364K
AG
525
Ascent Group
Virginia
$362K +$382K +1,056 New

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.