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Charter Communications

862 hedge funds and large institutions have $35B invested in Charter Communications in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 281 increasing their positions, 307 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $33.3B → $35B (+$1.73B)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 834862 (+28)

0% less call options, than puts

Call options by funds: $843M | Put options by funds: $843M

0.29% less ownership

Funds ownership: 72.23%71.94% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 307

Holders
862
Holders Change
+28
Holders Change %
+3.36%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
120
Increased
281
Reduced
307
Closed
80
Calls
$843M
Puts
$843M
Net Calls
-$176K
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
576
First Horizon Advisors
Tennessee
$249K
HAG
577
HighPoint Advisor Group
Illinois
$249K +$723 +2 +0.3%
PC
578
Permanens Capital
New York
$248K -$77K -213 -23%
CAM
579
Claret Asset Management
Quebec, Canada
$247K +$1.81K +5 +0.7%
DWM
580
Defined Wealth Management
Oregon
$247K -$32.5K -90 -11%
PA
581
Parallel Advisors
California
$244K +$8.68K +24 +3%
NA
582
NewEdge Advisors
Louisiana
$244K -$357K -987 -58%
HNB
583
Huntington National Bank
Ohio
$243K -$6.87K -19 -3%
BS
584
Banco Santander
Spain
$243K -$304K -842 -54%
SWP
585
Sagespring Wealth Partners
Tennessee
$241K +$254K +702 New
SPC
586
Sigma Planning Corp
Michigan
$240K
SPIA
587
Steward Partners Investment Advisory
New York
$240K -$11.2K -31 -4%
HHGC
588
Hunting Hill Global Capital
New York
$240K +$253K +700 New
WWM
589
Whalen Wealth Management
Nevada
$238K +$251K +695 New
MCM
590
MAI Capital Management
Ohio
$238K -$15.2K -42 -6%
XC
591
XY Capital
Hong Kong
$237K +$249K +690 New
SWP
592
Stratos Wealth Partners
Ohio
$236K +$4.7K +13 +2%
PCM
593
Penserra Capital Management
California
$236K +$83.9K +232 +50%
NG
594
Norden Group
Utah
$234K +$17.7K +49 +8%
AWS
595
Aspen Wealth Strategies
Colorado
$234K -$247K -682 -50%
FWCM
596
Ferguson Wellman Capital Management
Oregon
$233K
ATC
597
Argent Trust Co
Tennessee
$233K -$6.87K -19 -3%
GLA
598
Great Lakes Advisors
Illinois
$232K +$362 +1 +0.1%
GIA
599
Gateway Investment Advisers
Ohio
$231K -$22.4K -62 -8%
CWM
600
Centricity Wealth Management
Ohio
$231K +$243K +673 New

CHTR Hedge Fund Activity: Q4 2024 in Review

862 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2024, worth a combined $35B — up 5.2% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CHTR positions and 80 closed out — a net gain of 40 holders — while 281 added to existing stakes and 307 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $407M. The largest seller was Berkshire Hathaway, cutting an estimated $300M.

  • 862 institutional investors held Charter Communications (CHTR) as of Q4 2024, up from 834 in Q3 2024.
  • Funds reported $35B of Charter Communications stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 120 funds opened new Charter Communications positions in Q4 2024 and 80 closed out, a net change of +40 holders.
  • The largest Charter Communications buyer in Q4 2024 was T. Rowe Price Associates, an estimated $407M added.
  • The largest Charter Communications seller in Q4 2024 was Berkshire Hathaway, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2024.