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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 %
LHC
601
Little House Capital
Massachusetts
$284K – – –
KPWS
602
Kestra Private Wealth Services
Texas
$283K -$16.7K -43 -6%
PBO
603
Peoples Bank (Ohio)
Ohio
$276K – – –
DC
604
Davenport & Co
Virginia
$275K -$18.7K -48 -6%
QC
605
Quent Capital
New York
$269K – – –
PCM
606
Parsons Capital Management
Rhode Island
$268K -$38.9K -100 -13%
SA
607
Strategic Advocates
Utah
$267K -$32.6K -84 -11%
MCM
608
MAI Capital Management
Ohio
$266K -$28K -72 -10%
CW
609
CreativeOne Wealth
Kansas
$263K +$263K +676 New
DOA
610
D'Orazio & Associates
Virginia
$259K -$3.11K -8 -1%
MCWA
611
Meadow Creek Wealth Advisors
Georgia
$258K +$258K +663 New
AWM
612
Axxcess Wealth Management
California
$257K +$14K +36 +6%
AG
613
AlTi Global
New York
$255K +$255K +655 New
HAG
614
HighPoint Advisor Group
Illinois
$252K +$252K +866 New
MC
615
Maverick Capital
Texas
$251K +$251K +646 New
ECG
616
Edge Capital Group
Georgia
$250K – – –
GWM
617
Geneos Wealth Management
Colorado
$250K +$389 +1 +0.2%
TSW
618
Thompson Siegel & Walmsley
Virginia
$246K +$246K +634 New
KOC
619
Koss-Olinger Consulting
Florida
$244K – – –
JDR
620
Jay D. Rosenbaum
$243K -$777 -2 -0.3%
CWM
621
Congress Wealth Management
Massachusetts
$242K +$3.5K +9 +1%
Envestnet Portfolio Solutions
622
Envestnet Portfolio Solutions
Illinois
$241K +$17.5K +45 +8%
AWS
623
Atria Wealth Solutions
New York
$241K -$3.78M -9,716 -94%
NICM
624
Neo Ivy Capital Management
New York
$240K +$240K +617 New
MOS
625
MGO One Seven
Ohio
$236K +$46.3K +119 +24%
23 24
25
26 27