We are live on ! Find out more
CHTR icon

Charter Communications

843 hedge funds and large institutions have $36.5B invested in Charter Communications in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.47B

1% more capital invested

Capital invested by funds: $36.3B → $36.5B (+$201M)

0.43% less ownership

Funds ownership: 66.42%65.99% (-0.43%)

2% less funds holding

Funds holding: 859843 (-16)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

12% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 86

31% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 351

Holders
843
Holders Change
-16
Holders Change %
-1.86%
% of All Funds
13.24%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.41%
New
76
Increased
243
Reduced
351
Closed
86
Calls
$1.52B
Puts
$1.47B
Net Calls
+$48.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
676
Pflug Koory
Nebraska
$74.9K
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$74.9K +$25.3K +74 +57%
AIM
678
Anchor Investment Management
South Carolina
$72.4K
WPA
679
West Paces Advisors
Georgia
$72.4K
WPWM
680
Western Pacific Wealth Management
Illinois
$68K +$63.1K +185 New
SWM
681
Spire Wealth Management
Virginia
$63.6K +$1.02K +3 +2%
FBC
682
Fairfield, Bush & Co
Connecticut
$63.2K +$58.7K +172 New
CUAMC
683
China Universal Asset Management Company
China
$62.5K +$42.3K +124 +270%
VCM
684
Versant Capital Management
Arizona
$62.1K +$341 +1 +0.6%
TH
685
TCTC Holdings
Texas
$61.7K
C
686
Covestor
United Kingdom
$60K +$37.9K +111 +213%
AF
687
Allworth Financial
California
$58.9K -$15.4K -45 -22%
ZB
688
Zions Bancorporation
Utah
$58.4K -$5.8K -17 -10%
CTA
689
Colonial Trust Advisors
South Carolina
$57.3K -$341 -1 -0.6%
AI
690
AXS Investments
New York
$56.2K +$13.3K +39 +34%
LS
691
Livforsakringsbolaget Skandia
Sweden
$56.2K
HI
692
Harbour Investments
Wisconsin
$50.3K +$10.9K +32 +30%
SIS
693
Sound Income Strategies
Florida
$48.1K
CCA
694
Column Capital Advisors
Indiana
$46.3K -$94.5K -277 -69%
AAG
695
Armstrong Advisory Group
Massachusetts
$45.9K
TFA
696
Toth Financial Advisory
Virginia
$45.9K
VCM
697
Vigilant Capital Management
Maine
$45K +$41.6K +122 New
MHR
698
Matthew Hamilton Rosenberg
$43K -$65.9K -193 -62%
PA
699
PSI Advisors
Florida
$42.6K +$31.1K +91 +364%
CHC
700
City Holding Co
West Virginia
$42.2K -$3.07K -9 -7%

CHTR Hedge Fund Activity: Q2 2023 in Review

843 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2023, worth a combined $36.5B — up 0.55% from $36.3B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of CHTR and 76 opened new positions — a net loss of 10 holders — while 351 trimmed existing stakes and 243 added.

The largest buyer was Harris Associates, adding an estimated $365M. The largest seller was Veritas Asset Management, cutting an estimated $187M.

  • 843 institutional investors held Charter Communications (CHTR) as of Q2 2023, down from 859 in Q1 2023.
  • Funds reported $36.5B of Charter Communications stock for Q2 2023, up 0.55% quarter-over-quarter.
  • 76 funds opened new Charter Communications positions in Q2 2023 and 86 closed out, a net change of -10 holders.
  • The largest Charter Communications buyer in Q2 2023 was Harris Associates, an estimated $365M added.
  • The largest Charter Communications seller in Q2 2023 was Veritas Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2023.