We are live on ! Find out more
CHTR icon

Charter Communications

785 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 824785 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
785
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.34%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
676
Rakuten Securities
Japan
$8.97K
MCM
677
Manchester Capital Management
Vermont
$8.97K +$7.37K +27 +900%
S
678
Sachetta
Massachusetts
$8.81K +$2.18K +8 +53%
JWA
679
JFS Wealth Advisors
Pennsylvania
$8.67K -$819 -3 -9%
WWP
680
WR Wealth Planners
Missouri
$8.67K +$6.55K +24 +480%
CWM
681
Cranbrook Wealth Management
Michigan
$8.37K
PWMG
682
Private Wealth Management Group
New Jersey
$8.37K
GI
683
Gradient Investments
Minnesota
$7.77K
CFGS
684
Concourse Financial Group Securities
Alabama
$7.47K +$2.18K +8 +47%
GJWM
685
Gilliland Jeter Wealth Management
Arkansas
$7.17K
MLA
686
MB, Levis & Associates
Pennsylvania
$7.17K
SL
687
Salomon & Ludwin
Virginia
$6.88K -$2.46K -9 -28%
NRG
688
Nemes Rush Group
Michigan
$6.88K
T
689
Tidemark
California
$6.58K +$6K +22 New
PCWA
690
Pacific Capital Wealth Advisors
California
$6.28K
VNA
691
Valley National Advisers
Pennsylvania
$6K +$3.27K +12 +133%
SSG
692
Summit Securities Group
New York
$6K +$5.19K +19 New
AIM
693
Arcadia Investment Management
Michigan
$5.98K
EWP
694
Elevation Wealth Partners
California
$5.98K
OA
695
Operose Advisors
Wisconsin
$5.98K -$10.9K -40 -67%
GEA
696
Glen Eagle Advisors
New Jersey
$5.98K -$2.73K -10 -33%
FFL
697
Financial Freedom LLC
Ohio
$5.98K
OC
698
Oakworth Capital
Alabama
$5.98K
AAG
699
Accordant Advisory Group
Maryland
$5.98K +$5.46K +20 New
AWM
700
Abound Wealth Management
Tennessee
$5.83K +$1.64K +6 +43%

CHTR Hedge Fund Activity: Q2 2024 in Review

785 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 785 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 824 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.