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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
OWA
576
Opal Wealth Advisors
New York
$92.7K +$84.6K +310 New
AAF
577
Andra AP-fonden
Sweden
$89.7K -$146K -534 -64%
AA
578
Alta Advisers
United Kingdom
$89.7K
LC
579
Lindbrook Capital
California
$88.8K +$21.8K +80 +37%
BBPWM
580
Blue Bell Private Wealth Management
Pennsylvania
$87K
WPWM
581
Western Pacific Wealth Management
Illinois
$86.7K -$172K -630 -68%
ACA
582
Atlas Capital Advisors
Wyoming
$86.7K
WTC
583
WhitTier Trust Company
Nevada
$84K +$273 +1 +0.4%
RCM
584
Raleigh Capital Management
North Carolina
$79.5K +$15.6K +57 +27%
GIA
585
GHP Investment Advisors
Colorado
$78.8K
1IA
586
1620 Investment Advisors
Massachusetts
$72.6K +$66.3K +243 New
AA
587
AlphaCentric Advisors
Puerto Rico
$69.7K -$2.46K -9 -4%
LI
588
LRI Investments
Florida
$65.8K +$58.7K +215 +4,300%
LS
589
Livforsakringsbolaget Skandia
Sweden
$64.9K
ST
590
Smithfield Trust
Pennsylvania
$63K -$96.3K -353 -63%
FFA
591
Farther Finance Advisors
California
$61.5K +$24.6K +90 +76%
MG
592
Mather Group
Illinois
$60K -$56.2K -206 -50%
TFF
593
The Family Firm
Maryland
$59.8K +$54.6K +200 New
Optiver Holding
594
Optiver Holding
Netherlands
$58K -$106K -388 -67%
PS
595
Principal Securities
Iowa
$57.7K -$23.7K -87 -31%
CWP
596
Concord Wealth Partners
Virginia
$55.9K
HDIM
597
Hanson & Doremus Investment Management
Vermont
$55K -$17.5K -64 -26%
AF
598
Allworth Financial
California
$55K +$273 +1 +0.6%
TWC
599
TD Waterhouse Canada
Ontario, Canada
$54.5K +$819 +3 +2%
VCM
600
Versant Capital Management
Arizona
$54.4K +$32.8K +120 +194%

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.