We are live on ! Find out more
CHTR icon

Charter Communications

1,044 hedge funds and large institutions have $78.4B invested in Charter Communications in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 327 increasing their positions, 379 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 106

3% more funds holding

Funds holding: 1,0111,044 (+33)

0.81% less ownership

Funds ownership: 68.05%67.23% (-0.81%)

14% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 379

14% less capital invested

Capital invested by funds: $90.9B → $78.4B (-$12.5B)

24% less funds holding in top 10

Funds holding in top 10: 7255 (-17)

26% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $5.12B

Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
16.07%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
0.85%
New
154
Increased
327
Reduced
379
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
576
Aspiriant LLC
California
$744K +$21.8K +32 +3%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$739K
PAMP
578
Polar Asset Management Partners
Ontario, Canada
$738K +$771K +1,132 New
ETC
579
Exchange Traded Concepts
Oklahoma
$736K +$281K +413 +58%
Cambridge Investment Research Advisors
580
Cambridge Investment Research Advisors
Iowa
$728K -$228K -335 -23%
RCA
581
Roberts Capital Advisors
Colorado
$715K +$747K +1,097 New
PFA
582
Pure Financial Advisors
California
$714K +$681 +1 +0.1%
DEM
583
Disciplined Equity Management
Florida
$711K +$743K +1,091 New
LOAMU
584
Lombard Odier Asset Management (USA)
New York
$705K +$737K +1,082 New
SPIA
585
Steward Partners Investment Advisory
New York
$703K +$14.3K +21 +2%
MPM
586
MBB Public Markets
Illinois
$699K +$730K +1,072 New
CAN
587
Cetera Advisor Networks
California
$698K -$51.1K -75 -7%
PG
588
Pendal Group
Australia
$695K -$2.04K -3 -0.3%
LA
589
Legacy Advisors
Pennsylvania
$692K -$98.7K -145 -12%
BC
590
Brookfield Corp
Ontario, Canada
$687K +$717K +1,053 New
MCWA
591
Meadow Creek Wealth Advisors
Georgia
$678K +$708K +1,040 New
CG
592
Caprock Group
Idaho
$675K +$59.2K +87 +9%
DWT
593
Dorsey & Whitney Trust
South Dakota
$675K +$95.3K +140 +16%
ATC
594
Argent Trust Co
Tennessee
$672K -$10.2K -15 -1%
IFWM
595
Institute for Wealth Management
Colorado
$668K +$5.45K +8 +0.8%
SPC
596
Sigma Planning Corp
Michigan
$664K +$87.2K +128 +14%
TU
597
TDAM USA
Ontario, Canada
$663K +$113K +166 +20%
SWM
598
Silverlake Wealth Management
Vermont
$660K +$690K +1,013 New
CDH
599
Charles D. Hyman
$655K
AGM
600
Alpine Global Management
New York
$654K +$683K +1,003 New

CHTR Hedge Fund Activity: Q4 2021 in Review

1,044 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2021, worth a combined $78.4B — down 14% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CHTR positions and 106 closed out — a net gain of 48 holders — while 327 added to existing stakes and 379 trimmed.

The largest buyer was Veritas Asset Management, adding an estimated $430M. The largest seller was Fidelity Investments, cutting an estimated $862M.

  • 1,044 institutional investors held Charter Communications (CHTR) as of Q4 2021, up from 1,011 in Q3 2021.
  • Funds reported $78.4B of Charter Communications stock for Q4 2021, down 14% quarter-over-quarter.
  • 154 funds opened new Charter Communications positions in Q4 2021 and 106 closed out, a net change of +48 holders.
  • The largest Charter Communications buyer in Q4 2021 was Veritas Asset Management, an estimated $430M added.
  • The largest Charter Communications seller in Q4 2021 was Fidelity Investments, an estimated $862M sold.

Based on aggregated 13F filings for Q4 2021.