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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
PFA
526
Pure Financial Advisors
California
$361K -$34.7K -96 -8%
AA
527
ALPS Advisors
Colorado
$360K
UB
528
UMB Bank
Missouri
$359K +$8.32K +23 +2%
CCM
529
Cohen Capital Management
California
$355K
BP
530
BBR Partners
New York
$354K
AFG
531
Atomi Financial Group
New York
$354K +$65.4K +181 +21%
RCA
532
Roberts Capital Advisors
Colorado
$351K
EFP
533
Elser Financial Planning
Indiana
$351K +$370K +1,023 New
ECM
534
Everence Capital Management
Indiana
$350K +$369K +1,020 New
FFA
535
Florida Financial Advisors
Florida
$348K -$10.1K -28 -3%
CI
536
CX Institutional
Indiana
$346K -$23.1K -64 -6%
CCM
537
Chiron Capital Management
Florida
$345K +$723 +2 +0.2%
VM
538
Venator Management
Pennsylvania
$343K -$235K -650 -39%
ASN
539
Advisory Services Network
Georgia
$337K -$113K -312 -24%
CA
540
Commerzbank Aktiengesellschaft
Germany
$337K +$92.9K +257 +35%
SRC
541
Shufro Rose & Co
New York
$336K -$108K -300 -23%
PPWP
542
Premier Path Wealth Partners
New Jersey
$325K +$71.9K +199 +27%
CI
543
Cigna Investments
Connecticut
$324K -$12.3K -34 -3%
CCA
544
Checchi Capital Advisers
California
$310K -$5.79K -16 -2%
B
545
Bellecapital
Switzerland
$310K
SC
546
Sapient Capital
Indiana
$310K +$1.08K +3 +0.3%
Jones Financial Companies
547
Jones Financial Companies
Missouri
$310K +$10.8K +30 +3%
QI
548
Qtron Investments
Massachusetts
$304K
AC
549
Avestar Capital
New York
$303K +$19.9K +55 +7%
DT
550
Diversified Trust
Tennessee
$298K -$5.06K -14 -2%

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.