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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
CM
626
Crestline Management
Texas
$204K +$215K +596 New
BFIM
627
Beese Fulmer Investment Management
Ohio
$203K +$214K +592 New
CFG
628
CKW Financial Group
Hawaii
$202K +$5.42K +15 +3%
FCP
629
Fidelis Capital Partners
Florida
$201K +$213K +590 New
AAP
630
Arax Advisory Partners
Colorado
$194K +$10.1K +28 +5%
CI Investments Inc
631
CI Investments Inc
Ontario, Canada
$183K +$48.4K +134 +33%
NSIM
632
North Star Investment Management
Illinois
$169K
PS
633
Principal Securities
Iowa
$169K +$40.1K +111 +29%
WPWM
634
Western Pacific Wealth Management
Illinois
$159K +$63.3K +175 +60%
IA
635
IFP Advisors
Florida
$158K +$5.42K +15 +3%
WSFS
636
Wilmington Savings Fund Society
Delaware
$143K -$33.3K -92 -18%
C
637
Covestor
United Kingdom
$132K -$9.04K -25 -6%
ADL
638
Asset Dedication LLC
California
$130K -$5.42K -15 -4%
SAM
639
Smartleaf Asset Management
Massachusetts
$129K +$30K +83 +28%
Federated Hermes
640
Federated Hermes
Pennsylvania
$127K -$6.51K -18 -5%
GM
641
GeoWealth Management
Illinois
$123K -$12.3K -34 -9%
Simplex Trading
642
Simplex Trading
Illinois
$115K -$1.96M -5,432 -94%
LC
643
Lindbrook Capital
California
$108K -$12.7K -35 -10%
FFA
644
Farther Finance Advisors
California
$105K -$22.4K -62 -17%
CF
645
Centaurus Financial
California
$105K -$3.62K -10 -3%
WI
646
Wintrust Investments
Illinois
$105K +$31.1K +86 +39%
BBPWM
647
Blue Bell Private Wealth Management
Pennsylvania
$99.7K
GIA
648
GHP Investment Advisors
Colorado
$96.6K +$6.51K +18 +7%
WTC
649
WhitTier Trust Company
Nevada
$96.3K
MHR
650
Matthew Hamilton Rosenberg
$94.6K +$76.6K +212 +331%

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.