We are live on ! Find out more
CHTR icon

Charter Communications

998 hedge funds and large institutions have $81.8B invested in Charter Communications in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.53B | Put options by funds: $2B

0.96% more ownership

Funds ownership: 67.58%68.54% (+0.96%)

4% less funds holding

Funds holding: 1,035998 (-37)

9% less capital invested

Capital invested by funds: $89.5B → $81.8B (-$7.63B)

13% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 384

15% less funds holding in top 10

Funds holding in top 10: 8068 (-12)

25% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 119

Holders
998
Holders Change
-37
Holders Change %
-3.57%
% of All Funds
17.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.19%
New
89
Increased
334
Reduced
384
Closed
119
Calls
$2.53B
Puts
$2B
Net Calls
+$534M
Net Calls Change
-$552M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
576
Defined Wealth Management
Oregon
$744K
LA
577
Legacy Advisors
Pennsylvania
$744K
TAM
578
Trust Asset Management
Texas
$741K +$130K +208 +21%
BAIA
579
Bel Air Investment Advisors
California
$739K +$748K +1,197 New
MJRIC
580
Mogy Joel R Investment Counsel
California
$734K +$4.37K +7 +0.6%
ATC
581
Argent Trust Co
Tennessee
$730K +$87.5K +140 +13%
BP
582
Ballentine Partners
Massachusetts
$728K +$9.37K +15 +1%
ASN
583
Advisory Services Network
Georgia
$725K -$624K -999 -46%
VCA
584
Verdence Capital Advisors
Maryland
$722K +$280K +448 +62%
YIH
585
Y-Intercept (HK)
Hong Kong
$717K +$405K +648 +134%
BRWA
586
B. Riley Wealth Advisors
Florida
$716K +$434K +694 +151%
GCMG
587
Gyroscope Capital Management Group
Florida
$712K -$13.7K -22 -2%
KAS
588
Kestra Advisory Services
Texas
$704K +$134K +215 +23%
IAN
589
Integrated Advisors Network
Texas
$703K +$712K +1,139 New
KFP
590
KB Financial Partners
New Jersey
$700K +$709K +1,135 New
AWM
591
Altium Wealth Management
New York
$686K +$75K +120 +12%
FTDI
592
First Trust Direct Indexing
Massachusetts
$686K +$190K +304 +38%
FFWA
593
FRG Family Wealth Advisors
Washington
$685K
AL
594
Aspiriant LLC
California
$684K -$8.75K -14 -1%
SGAM
595
Smith Group Asset Management
Texas
$682K -$8.67M -13,875 -93%
WP
596
WealthSource Partners
California
$681K +$149K +239 +28%
PAM
597
Paradigm Asset Management
New York
$679K
HCL
598
Heard Capital LLC
Illinois
$674K
PFA
599
Pure Financial Advisors
California
$671K
SPIA
600
Steward Partners Investment Advisory
New York
$668K +$100K +160 +17%

CHTR Hedge Fund Activity: Q1 2021 in Review

998 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2021, worth a combined $81.8B — down 8.5% from $89.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CHTR and 89 opened new positions — a net loss of 30 holders — while 384 trimmed existing stakes and 334 added.

The largest buyer was Dodge & Cox, adding an estimated $542M. The largest seller was Vanguard Group, cutting an estimated $444M.

  • 998 institutional investors held Charter Communications (CHTR) as of Q1 2021, down from 1,035 in Q4 2020.
  • Funds reported $81.8B of Charter Communications stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 89 funds opened new Charter Communications positions in Q1 2021 and 119 closed out, a net change of -30 holders.
  • The largest Charter Communications buyer in Q1 2021 was Dodge & Cox, an estimated $542M added.
  • The largest Charter Communications seller in Q1 2021 was Vanguard Group, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2021.