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Charter Communications
CHTR

Overview Fund Activity

817 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-83
Holders Change %
-9.22%
% of All Funds
11.84%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
246
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.07B
2
Dodge & Cox
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
Pzena Investment Management
New York
$828M
4
Franklin Resources
Franklin Resources
California
$811M
5
UBS Group
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
AIM
Allen Investment Management
New York
$0
3
FCM
Farallon Capital Management
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
651
Toth Financial Advisory
Virginia
$36.3K – – –
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.7K -$13.4K -46 -27%
NCTC
653
New Covenant Trust Company
Indiana
$34K +$34K +117 New
CAL
654
Capital Advisors Ltd
Ohio
$34K +$1.76K +6 +5%
PA
655
PSI Advisors
Florida
$33.7K – – –
UB
656
UMB Bank
Missouri
$33.4K -$119K -409 -78%
CHC
657
City Holding Co
West Virginia
$33.4K – – –
FFA
658
Farther Finance Advisors
California
$33.4K -$22.7K -80 -40%
CFB
659
Cullen/Frost Bankers
Texas
$32.8K – – –
SIS
660
Sound Income Strategies
Florida
$32.8K +$291 +1 +0.9%
TFIPS
661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.7K – – –
MCM
662
MV Capital Management
Maryland
$27.6K -$38.1K -131 -58%
WBC
663
Westpac Banking Corp
Australia
$27.6K – – –
GBT
664
Grove Bank & Trust
Florida
$27.3K – – –
HIA
665
Harbor Investment Advisory
Maryland
$27K – – –
MA
666
Montag & Associates
Georgia
$26.4K – – –
OLVIG
667
Oliver Lagore Vanvalin Investment Group
Michigan
$25.6K – – –
SWA
668
SOA Wealth Advisors
New York
$25K – – –
WIA
669
Wetzel Investment Advisors
Indiana
$24.4K +$7.8K +30 +47%
RA
670
Rise Advisors
New York
$24.1K +$23.8K +82 +8,200%
GKIM
671
GW&K Investment Management
Massachusetts
$24K -$1.17K -4 -5%
AWM
672
AllSquare Wealth Management
New York
$23.8K – – –
JWM
673
Janiczek Wealth Management
Colorado
$23.5K – – –
FC
674
Family CFO
California
$23.5K – – –
AS
675
Altshuler Shaham
Israel
$22.7K +$22.7K +78 New
25 26
27
28 29