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Charter Communications

785 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 824785 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
785
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.34%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
551
Steward Partners Investment Advisory
New York
$207K -$37.1K -136 -16%
AWM
552
Apollon Wealth Management
South Carolina
$205K -$337K -1,235 -64%
IWC
553
Integrated Wealth Concepts
Massachusetts
$205K -$18.8K -69 -9%
CF
554
Centaurus Financial
California
$204K -$183K -669 -50%
FCP
555
Fidelis Capital Partners
Florida
$202K +$156K +572 New
GWM
556
Geneos Wealth Management
Colorado
$192K
UB
557
UMB Bank
Missouri
$178K +$131K +479 +417%
PIM
558
Platinum Investment Management
Australia
$177K +$28.9K +106 +22%
SC
559
SouthState Corp
Florida
$173K -$189K -691 -54%
CFG
560
CKW Financial Group
Hawaii
$170K
Jones Financial Companies
561
Jones Financial Companies
Missouri
$161K +$143K +524 +3,275%
EWA
562
EverSource Wealth Advisors
Alabama
$161K +$10.1K +37 +10%
AAP
563
Arax Advisory Partners
Colorado
$148K +$2.46K +9 +2%
NSIM
564
North Star Investment Management
Illinois
$148K -$1.36K -5 -1%
SIM
565
Sentry Investment Management
Wisconsin
$142K +$130K +476 New
Federated Hermes
566
Federated Hermes
Pennsylvania
$139K -$23.2K -85 -15%
PCM
567
Penserra Capital Management
California
$136K -$3.82K -14 -3%
CI Investments Inc
568
CI Investments Inc
Ontario, Canada
$135K +$13.9K +51 +13%
IA
569
IFP Advisors
Florida
$131K -$71.2K -261 -37%
C
570
Covestor
United Kingdom
$129K +$13.1K +48 +13%
HPC
571
HM Payson & Co
Maine
$121K
ADL
572
Asset Dedication LLC
California
$118K -$28.4K -104 -21%
CBT
573
Central Bank & Trust
Kentucky
$100K -$4.09K -15 -4%
BFEC
574
Benjamin F. Edwards & Company
Missouri
$100K +$3.82K +14 +4%
PA
575
Parallel Advisors
California
$99.9K -$9.82K -36 -10%

CHTR Hedge Fund Activity: Q2 2024 in Review

785 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 785 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 824 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.