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Charter Communications
CHTR

Overview Fund Activity

900 hedge funds and large institutions have $38.5B invested in Charter Communications in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+16
Holders Change %
+1.81%
% of All Funds
13.19%
Holding in Top 10
27
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-37.21%
% of All Funds
0.4%
New
127
Increased
259
Reduced
336
Closed
91
Calls
$1.24B
Puts
$1.1B
Net Calls
+$135M
Net Calls Change
-$409M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$407M
2
State Street
State Street
Massachusetts
+$236M
3
Parnassus Investments
Parnassus Investments
California
+$180M
4
Capital International Investors
Capital International Investors
California
+$166M
5
Invesco
Invesco
Georgia
+$140M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$225M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
3
VAM
Veritas Asset Management
United Kingdom
-$191M
4
Bank of America
Bank of America
North Carolina
-$186M
5
FCM
Farallon Capital Management
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Silverlake Wealth Management
Vermont
$335K – – –
ATC
577
Argent Trust Co
Tennessee
$335K -$3.5K -9 -1%
PP
578
PDS Planning
Ohio
$334K -$4.28K -11 -1%
AWM
579
Apollon Wealth Management
South Carolina
$329K +$146K +377 +80%
IWC
580
Integrated Wealth Concepts
Massachusetts
$327K +$2.72K +7 +0.8%
MIC
581
Means Investment Company
Maine
$327K – – –
BFIM
582
Beese Fulmer Investment Management
Ohio
$325K – – –
HCA
583
Hyperion Capital Advisors
New York
$323K – – –
AFT
584
Alpha Family Trust
California
$323K – – –
SI
585
Stephens Inc
Arkansas
$321K -$3.5K -9 -1%
NFA
586
Northern Financial Advisors
Michigan
$319K -$4.28K -11 -1%
CPIG
587
Chicago Partners Investment Group
Illinois
$319K -$3.71K -10 -1%
FC
588
Fusion Capital
South Carolina
$318K – – –
IA
589
IFP Advisors
Florida
$317K +$102K +262 +47%
FFWA
590
FRG Family Wealth Advisors
Washington
$307K – – –
JIC
591
Joel Isaacson & Co
New York
$304K – – –
DWT
592
Dorsey & Whitney Trust
South Dakota
$302K -$5.05K -13 -2%
FWCM
593
Ferguson Wellman Capital Management
Oregon
$300K -$389 -1 -0.1%
MS
594
Maven Securities
Jersey
$299K -$677K -1,743 -69%
BWM
595
Biltmore Wealth Management
Arizona
$299K – – –
CI
596
Conning Inc
Connecticut
$298K -$3.89K -10 -1%
AM
597
AGF Management
Ontario, Canada
$297K -$464K -1,195 -61%
CIA
598
Concurrent Investment Advisors
Florida
$292K +$292K +752 New
FM
599
Foster & Motley
Ohio
$291K +$291K +749 New
BIG
600
Brooklyn Investment Group
New York
$285K +$285K +734 New
22 23
24
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