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Charter Communications
CHTR

Overview Fund Activity

884 hedge funds and large institutions have $43.3B invested in Charter Communications in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 272 increasing their positions, 304 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
884
Holders Change
+45
Holders Change %
+5.36%
% of All Funds
14.09%
Holding in Top 10
43
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+65.38%
% of All Funds
0.69%
New
116
Increased
272
Reduced
304
Closed
61
Calls
$1.62B
Puts
$1.08B
Net Calls
+$544M
Net Calls Change
+$495M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$509M
2
FCM
Farallon Capital Management
California
+$489M
3
Capital World Investors
Capital World Investors
California
+$267M
4
Pzena Investment Management
Pzena Investment Management
New York
+$111M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$108M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$243M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$215M
3
Citigroup
Citigroup
New York
-$213M
4
Citadel Advisors
Citadel Advisors
Florida
-$198M
5
MG
Meritage Group
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
626
Envestnet Portfolio Solutions
Illinois
$253K +$253K +575 New
RWA
627
Roberts Wealth Advisors
California
$250K – – –
WAM
628
Walker Asset Management
Missouri
$249K – – –
CA
629
Cetera Advisors
Colorado
$249K +$249K +566 New
GIM
630
Goelzer Investment Management
Indiana
$248K -$72.6K -165 -23%
SWM
631
Sculati Wealth Management
Michigan
$248K – – –
IIM
632
INTECH Investment Management
Florida
$248K -$892K -2,028 -78%
SWA
633
SFMG Wealth Advisors
Texas
$247K -$2.64K -6 -1%
CUAMC
634
China Universal Asset Management Company
China
$245K +$171K +388 +228%
DGAM
635
Desjardins Global Asset Management
Quebec, Canada
$244K -$236K -537 -49%
CAM
636
Cozad Asset Management
Illinois
$244K +$244K +555 New
IA
637
IFP Advisors
Florida
$244K -$4.84K -11 -2%
WPW
638
Waldron Private Wealth
Pennsylvania
$244K +$244K +554 New
PWP
639
Private Wealth Partners
California
$243K – – –
QPWM
640
Quadrant Private Wealth Management
Pennsylvania
$242K -$121K -276 -33%
TA
641
Tiedemann Advisors
New York
$242K – – –
SC
642
Syon Capital
California
$241K +$241K +548 New
HCM
643
Hollencrest Capital Management
California
$240K – – –
PA
644
Pinnacle Associates
New York
$239K +$239K +544 New
PIA
645
Powell Investment Advisors
Florida
$239K +$239K +544 New
MIM
646
Morningstar Investment Management
Illinois
$239K +$239K +543 New
QCM
647
QRG Capital Management
Illinois
$238K +$238K +541 New
AG
648
Ascent Group
Virginia
$238K +$238K +588 New
CC
649
Courier Capital
New York
$236K +$236K +537 New
EW
650
Evoke Wealth
California
$236K +$236K +537 New
24 25
26
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