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Charter Communications

834 hedge funds and large institutions have $33.3B invested in Charter Communications in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 277 increasing their positions, 273 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 66

10% more call options, than puts

Call options by funds: $863M | Put options by funds: $784M

6% more funds holding

Funds holding: 785834 (+49)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.95B)

1% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 273

0.59% less ownership

Funds ownership: 72.83%72.23% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
834
Holders Change
+49
Holders Change %
+6.24%
% of All Funds
11.98%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
125
Increased
277
Reduced
273
Closed
66
Calls
$863M
Puts
$784M
Net Calls
+$78.6M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
601
Stephens Inc
Arkansas
$204K +$212K +629 New
Teacher Retirement System of Texas
602
Teacher Retirement System of Texas
Texas
$203K -$403K -1,198 -66%
JCIA
603
Jackson Creek Investment Advisors
Colorado
$203K +$210K +625 New
CWM
604
Congress Wealth Management
Massachusetts
$200K +$208K +618 New
EWA
605
EverSource Wealth Advisors
Alabama
$191K +$55.5K +165 +39%
CFG
606
CKW Financial Group
Hawaii
$189K
AAP
607
Arax Advisory Partners
Colorado
$174K +$14.1K +42 +8%
WSFS
608
Wilmington Savings Fund Society
Delaware
$165K +$171K +509 New
NSIM
609
North Star Investment Management
Illinois
$160K
SIM
610
Sentry Investment Management
Wisconsin
$154K
LSA
611
Leonteq Securities AG
Switzerland
$150K -$103K -305 -40%
PCM
612
Penserra Capital Management
California
$148K +$1.68K +5 +1%
IA
613
IFP Advisors
Florida
$144K +$2.69K +8 +2%
HPC
614
HM Payson & Co
Maine
$134K +$2.69K +8 +2%
C
615
Covestor
United Kingdom
$133K -$7.4K -22 -5%
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$130K -$16.8K -50 -11%
ADL
617
Asset Dedication LLC
California
$128K
GM
618
GeoWealth Management
Illinois
$128K +$133K +394 New
Federated Hermes
619
Federated Hermes
Pennsylvania
$126K -$26.2K -78 -17%
PS
620
Principal Securities
Iowa
$123K +$63.2K +188 +97%
FFA
621
Farther Finance Advisors
California
$120K +$54.5K +162 +78%
LC
622
Lindbrook Capital
California
$114K +$18.2K +54 +18%
CF
623
Centaurus Financial
California
$103K -$123K -366 -54%
AA
624
Alta Advisers
United Kingdom
$97.2K
SAM
625
Smartleaf Asset Management
Massachusetts
$96K +$39K +116 +65%

CHTR Hedge Fund Activity: Q3 2024 in Review

834 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q3 2024, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CHTR positions and 66 closed out — a net gain of 59 holders — while 277 added to existing stakes and 273 trimmed.

The largest buyer was Norges Bank, adding an estimated $749M. The largest seller was Parnassus Investments, exiting entirely with an estimated $790M sold.

  • 834 institutional investors held Charter Communications (CHTR) as of Q3 2024, up from 785 in Q2 2024.
  • Funds reported $33.3B of Charter Communications stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 125 funds opened new Charter Communications positions in Q3 2024 and 66 closed out, a net change of +59 holders.
  • The largest Charter Communications buyer in Q3 2024 was Norges Bank, an estimated $749M added.
  • The largest Charter Communications seller in Q3 2024 was Parnassus Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2024.