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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
AWA
601
Aaron Wealth Advisors
Illinois
$230K +$243K +672 New
BIG
602
Brooklyn Investment Group
New York
$230K +$13.4K +37 +6%
CTC
603
Central Trust Company
Missouri
$229K -$152K -421 -39%
CWM
604
Chemistry Wealth Management
New York
$226K +$10.8K +30 +5%
BAM
605
Belpointe Asset Management
Nevada
$225K +$1.08K +3 +0.5%
PCIA
606
Prime Capital Investment Advisors
Kansas
$225K -$7.95K -22 -3%
AFT
607
Alpha Family Trust
California
$221K -$54.2K -150 -19%
GFP
608
Gryphon Financial Partners
Ohio
$221K -$52.1K -144 -18%
PCM
609
Parsons Capital Management
Rhode Island
$221K -$1.08K -3 -0.5%
QC
610
Quent Capital
New York
$221K -$4.34K -12 -2%
CIA
611
Choate Investment Advisors
Massachusetts
$219K +$231K +639 New
ECG
612
Edge Capital Group
Georgia
$218K
CM
613
Cercano Management
Washington
$218K
LHC
614
Little House Capital
Massachusetts
$216K
SI
615
Stephens Inc
Arkansas
$215K -$1.08K -3 -0.5%
EWA
616
EverSource Wealth Advisors
Alabama
$213K +$12.3K +34 +6%
CAMG
617
CWA Asset Management Group
Florida
$212K +$223K +618 New
CWM
618
Congress Wealth Management
Massachusetts
$211K -$723 -2 -0.3%
PBO
619
Peoples Bank (Ohio)
Ohio
$211K -$5.42K -15 -2%
TCWM
620
Total Clarity Wealth Management
Illinois
$210K -$9.76K -27 -4%
SEIA
621
Signature Estate & Investment Advisors
California
$208K +$220K +608 New
MCWA
622
Meadow Creek Wealth Advisors
Georgia
$208K +$219K +607 New
BCM
623
Brookstone Capital Management
Illinois
$206K -$328K -906 -60%
CLA
624
Carnegie Lake Advisors
New Jersey
$206K +$217K +600 New
CWM
625
Challenger Wealth Management
California
$206K +$217K +600 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.