We are live on ! Find out more
CHTR icon

Charter Communications

998 hedge funds and large institutions have $81.8B invested in Charter Communications in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.53B | Put options by funds: $2B

0.96% more ownership

Funds ownership: 67.58%68.54% (+0.96%)

4% less funds holding

Funds holding: 1,035998 (-37)

9% less capital invested

Capital invested by funds: $89.5B → $81.8B (-$7.63B)

13% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 384

15% less funds holding in top 10

Funds holding in top 10: 8068 (-12)

25% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 119

Holders
998
Holders Change
-37
Holders Change %
-3.57%
% of All Funds
17.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.19%
New
89
Increased
334
Reduced
384
Closed
119
Calls
$2.53B
Puts
$2B
Net Calls
+$534M
Net Calls Change
-$552M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
676
MRA Advisory Group
New Jersey
$412K +$66.9K +107 +19%
AL
677
Arnhold LLC
New York
$404K
WIA
678
Wealthstreet Investment Advisors
Texas
$395K -$18.7K -30 -4%
HIA
679
Harbor Investment Advisory
Maryland
$392K +$184K +295 +87%
HBT
680
Heartland Bank & Trust
Illinois
$387K -$158K -253 -29%
DOA
681
D'Orazio & Associates
Virginia
$385K
CIBC Private Wealth Group
682
CIBC Private Wealth Group
Georgia
$383K -$89.4K -143 -19%
CWP
683
Curated Wealth Partners
California
$382K +$68.7K +110 +22%
BFO
684
Boston Family Office
Massachusetts
$381K
GA
685
Geller Advisors
New York
$380K +$144K +231 +60%
HDIM
686
Hanson & Doremus Investment Management
Vermont
$376K +$3.12K +5 +0.8%
MC
687
Moors & Cabot
Massachusetts
$374K -$15.6K -25 -4%
RCM
688
RNC Capital Management
California
$374K
CC
689
Caxton Corporation
New Jersey
$373K +$141K +225 +59%
EHC
690
Everett Harris & Co
California
$371K
HCM
691
Highlander Capital Management
New Jersey
$370K
TCOV
692
Trust Company of Vermont
Vermont
$370K
AIC
693
Ameritas Investment Company
Nebraska
$365K +$66.9K +107 +22%
SS
694
Simplicity Solutions
Minnesota
$361K +$366K +585 New
HAG
695
HighPoint Advisor Group
Illinois
$359K -$2.5K -4 -0.7%
FHA
696
Flagship Harbor Advisors
Massachusetts
$358K -$18.7K -30 -5%
TI
697
tru Independence
Oregon
$354K +$357K +571 +19,033%
SWM
698
Sculati Wealth Management
Michigan
$349K
BF
699
BOK Financial
Oklahoma
$348K +$20K +32 +6%
ICP
700
Ironvine Capital Partners
Nebraska
$347K

CHTR Hedge Fund Activity: Q1 2021 in Review

998 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2021, worth a combined $81.8B — down 8.5% from $89.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CHTR and 89 opened new positions — a net loss of 30 holders — while 384 trimmed existing stakes and 334 added.

The largest buyer was Dodge & Cox, adding an estimated $542M. The largest seller was Vanguard Group, cutting an estimated $444M.

  • 998 institutional investors held Charter Communications (CHTR) as of Q1 2021, down from 1,035 in Q4 2020.
  • Funds reported $81.8B of Charter Communications stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 89 funds opened new Charter Communications positions in Q1 2021 and 119 closed out, a net change of -30 holders.
  • The largest Charter Communications buyer in Q1 2021 was Dodge & Cox, an estimated $542M added.
  • The largest Charter Communications seller in Q1 2021 was Vanguard Group, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2021.