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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
BBPWM
626
Blue Bell Private Wealth Management
Pennsylvania
$94.3K
WPWM
627
Western Pacific Wealth Management
Illinois
$94K
WTC
628
WhitTier Trust Company
Nevada
$91.1K
GIA
629
GHP Investment Advisors
Colorado
$85.5K
LI
630
LRI Investments
Florida
$81.2K -$4.71K -14 -6%
WBC
631
Westpac Banking Corp
Australia
$76.2K +$47.1K +140 +147%
AA
632
AlphaCentric Advisors
Puerto Rico
$72.9K -$2.69K -8 -3%
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K +$33K +98 +78%
AF
634
Allworth Financial
California
$71.2K +$16.1K +48 +28%
WI
635
Wintrust Investments
Illinois
$71K -$701K -2,085 -90%
TWC
636
TD Waterhouse Canada
Ontario, Canada
$69.4K +$9.08K +27 +15%
ST
637
Smithfield Trust
Pennsylvania
$68K
VCM
638
Versant Capital Management
Arizona
$66.4K +$7.74K +23 +13%
PK
639
Pflug Koory
Nebraska
$66.1K +$68.6K +204 New
GSEP
640
Golden State Equity Partners
California
$62.5K +$64.9K +193 New
GRP
641
Global Retirement Partners
California
$61.6K +$5.72K +17 +10%
CH
642
Cromwell Holdings
Wyoming
$60.3K +$4.04K +12 +7%
HDIM
643
Hanson & Doremus Investment Management
Vermont
$60K
CWP
644
Concord Wealth Partners
Virginia
$59.6K -$1.01K -3 -2%
WPA
645
West Paces Advisors
Georgia
$58.3K
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$57.7K +$6.39K +19 +12%
VWM
647
Venturi Wealth Management
Texas
$54.4K +$1.01K +3 +2%
BIC
648
Beach Investment Counsel
Pennsylvania
$54K
CAL
649
Capital Advisors Ltd
Ohio
$51K +$11.8K +35 +29%
TCOV
650
Trust Company of Vermont
Vermont
$50.9K -$1.68K -5 -3%

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.