We are live on ! Find out more
CHTR icon

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
WPA
601
West Paces Advisors
Georgia
$53.8K
SS
602
Sunbelt Securities
Texas
$53.2K -$15.3K -56 -24%
SAM
603
Smartleaf Asset Management
Massachusetts
$52.4K -$36.6K -134 -43%
CH
604
Cromwell Holdings
Wyoming
$52K +$47.5K +174 New
GRP
605
Global Retirement Partners
California
$51.7K -$33K -121 -41%
AF
606
Advisornet Financial
Minnesota
$51.1K -$19.4K -71 -29%
CA
607
CoreCap Advisors
Michigan
$50.2K -$3K -11 -6%
BIC
608
Beach Investment Counsel
Pennsylvania
$50K +$45.6K +167 New
VWM
609
Venturi Wealth Management
Texas
$49.3K +$31.7K +116 +237%
TH
610
TCTC Holdings
Texas
$49.3K
TCOV
611
Trust Company of Vermont
Vermont
$48.4K -$27.3K -100 -38%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$47.5K +$22.7K +83 +109%
HI
613
Harbour Investments
Wisconsin
$45.7K -$2.46K -9 -6%
SWM
614
Spire Wealth Management
Virginia
$44.8K -$2.18K -8 -5%
TPCW
615
TD Private Client Wealth
New York
$40.7K -$10.6K -39 -22%
CCA
616
Catalyst Capital Advisors
New York
$40.7K -$1.09K -4 -3%
NS
617
NBC Securities
Alabama
$38K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$38K -$68K -249 -66%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.4K +$546 +2 +2%
AAG
620
Armstrong Advisory Group
Massachusetts
$37.4K
CAL
621
Capital Advisors Ltd
Ohio
$36K +$1.64K +6 +5%
SIS
622
Sound Income Strategies
Florida
$33.8K
CFO
623
CVA Family Office
Colorado
$33.5K +$30K +110 +5,500%
GKIM
624
GW&K Investment Management
Massachusetts
$33K +$7.37K +27 +33%
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.6K

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.