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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
PTC
626
Private Trust Company
Ohio
$32.3K -$17.5K -64 -37%
AS
627
Altshuler Shaham
Israel
$29.9K +$6K +22 +28%
WBC
628
Westpac Banking Corp
Australia
$28.4K
MA
629
Montag & Associates
Georgia
$27.2K
PA
630
PSI Advisors
Florida
$27.2K -$6.82K -25 -22%
SFCL
631
Strengthening Families & Communities LLC
Massachusetts
$27K +$24.6K +90 New
GBT
632
Grove Bank & Trust
Florida
$26K -$1.91K -7 -7%
SWA
633
SOA Wealth Advisors
New York
$25.4K -$273 -1 -1%
CAS
634
Coppell Advisory Solutions
Texas
$25.1K +$22.9K +84 New
RA
635
Rise Advisors
New York
$24.8K
AWM
636
AllSquare Wealth Management
New York
$24.5K
FC
637
Family CFO
California
$24.2K
JWM
638
Janiczek Wealth Management
Colorado
$24.2K
CWM
639
Compass Wealth Management
Connecticut
$23.9K +$21.8K +80 New
PMFA
640
Plante Moran Financial Advisors
Michigan
$23.6K +$10.9K +40 +103%
CT
641
Colonial Trust
South Carolina
$22.7K
AA
642
Ancora Advisors
Ohio
$21.8K
HGERS
643
Householder Group Estate & Retirement Specialist
Arizona
$21K
JGIA
644
Jackson Grant Investment Advisers
Connecticut
$20.6K
MAM
645
Meeder Asset Management
Ohio
$20.6K +$1.09K +4 +6%
FRA
646
Front Row Advisors
California
$20.3K
FFA
647
Frazier Financial Advisors
Ohio
$20K
CHC
648
City Holding Co
West Virginia
$19.4K -$13.6K -50 -43%
MHR
649
Matthew Hamilton Rosenberg
$18.9K -$119K -435 -87%
HIA
650
Harbor Investment Advisory
Maryland
$18.5K -$8.46K -31 -33%

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.