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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 %
JFG
626
Jefferies Financial Group
New York
$234K +$234K +601 New
PAM
627
Paradigm Asset Management
New York
$233K – – –
HCM
628
Highlander Capital Management
New Jersey
$233K – – –
PCP
629
Proficio Capital Partners
Massachusetts
$228K -$3.11K -8 -1%
BAM
630
Belpointe Asset Management
Nevada
$228K -$5.05K -13 -2%
DI
631
Diligent Investors
California
$225K – – –
MIM
632
Morningstar Investment Management
Illinois
$222K +$10.9K +28 +5%
FHA
633
Flagship Harbor Advisors
Massachusetts
$222K -$5.83K -15 -3%
WAM
634
Walker Asset Management
Missouri
$220K – – –
SWA
635
SFMG Wealth Advisors
Texas
$220K +$1.94K +5 +0.9%
SWM
636
Sculati Wealth Management
Michigan
$220K – – –
SYBT
637
Stock Yards Bank & Trust
Kentucky
$220K -$60.2K -155 -22%
ACA
638
Aptus Capital Advisors
Alabama
$216K -$60.6K -156 -22%
ECM
639
Evergreen Capital Management
Washington
$215K -$14.8K -38 -6%
PWP
640
Private Wealth Partners
California
$215K – – –
QCM
641
QRG Capital Management
Illinois
$214K +$3.89K +10 +2%
MFS
642
Mirabella Financial Services
United Kingdom
$213K +$213K +548 New
HCM
643
Hollencrest Capital Management
California
$212K – – –
PIA
644
Powell Investment Advisors
Florida
$211K – – –
CC
645
Courier Capital
New York
$209K – – –
VRM
646
Vectors Research Management
New York
$208K – – –
DT
647
Diversified Trust
Tennessee
$208K -$28K -72 -12%
Los Angeles Capital Management
648
Los Angeles Capital Management
California
$207K -$596K -1,533 -74%
SIM
649
Sentry Investment Management
Wisconsin
$207K -$22.2K -57 -10%
Federated Hermes
650
Federated Hermes
Pennsylvania
$206K -$137K -352 -40%
24 25
26
27 28