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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
KIM
651
Kestra Investment Management
Texas
$90.5K +$95.4K +264 New
AF
652
Allworth Financial
California
$90.3K +$13K +36 +16%
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$9.4K +26 +12%
SIM
654
Sentry Investment Management
Wisconsin
$83K -$84.2K -233 -49%
WBC
655
Westpac Banking Corp
Australia
$80.6K
EAM
656
Empirical Asset Management
Massachusetts
$79.6K +$22.5M +62,251 New
VCM
657
Versant Capital Management
Arizona
$75.1K +$5.06K +14 +7%
HPC
658
HM Payson & Co
Maine
$73.7K -$71.6K -198 -48%
AA
659
AlphaCentric Advisors
Puerto Rico
$73K -$4.34K -12 -5%
ST
660
Smithfield Trust
Pennsylvania
$71K
BTD
661
BankPlus Trust Department
Mississippi
$71K +$74.8K +207 New
PK
662
Pflug Koory
Nebraska
$69.9K
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$69.9K +$9.4K +26 +15%
LI
664
LRI Investments
Florida
$68.2K -$2.53K -7 -3%
GRP
665
Global Retirement Partners
California
$65.5K +$362 +1 +0.5%
CH
666
Cromwell Holdings
Wyoming
$63.8K
TWC
667
TD Waterhouse Canada
Ontario, Canada
$63.4K -$9.4K -26 -12%
HDIM
668
Hanson & Doremus Investment Management
Vermont
$63K
CWP
669
Concord Wealth Partners
Virginia
$61.7K -$1.45K -4 -2%
WPA
670
West Paces Advisors
Georgia
$61.7K
CAL
671
Capital Advisors Ltd
Ohio
$60K +$6.15K +17 +11%
VWM
672
Venturi Wealth Management
Texas
$59.3K +$1.81K +5 +3%
CFO
673
CVA Family Office
Colorado
$59K +$9.04K +25 +17%
HI
674
Harbour Investments
Wisconsin
$57.9K +$10.1K +28 +20%
UBP
675
Union Bancaire Privee
Switzerland
$55K +$63.3K +175 New

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.