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Charter Communications

728 hedge funds and large institutions have $60.4B invested in Charter Communications in 2016 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 222 increasing their positions, 255 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $2.26B | Put options by funds: $1.07B

82% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 66

77.46% more ownership

Funds ownership: 0%77.46% (+77%)

6% more funds holding

Funds holding: 687728 (+41)

5% more capital invested

Capital invested by funds: $57.5B → $60.4B (+$2.89B)

1% more funds holding in top 10

Funds holding in top 10: 8889 (+1)

13% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 255

Holders
728
Holders Change
+41
Holders Change %
+5.97%
% of All Funds
18.2%
Holding in Top 10
89
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.14%
% of All Funds
2.23%
New
120
Increased
222
Reduced
255
Closed
66
Calls
$2.26B
Puts
$1.07B
Net Calls
+$1.2B
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
701
Archford Capital Strategies
Illinois
$2K
CAL
702
Capital Advisors Ltd
Ohio
$2K
MFW
703
Mosaic Family Wealth
Missouri
$2K
MCM
704
MV Capital Management
Maryland
$2K
PO
705
Private Ocean
California
$2K
IDBONY
706
Israel Discount Bank of New York
New York
$2K +$1.62K +6 New
AA
707
Ancora Advisors
Ohio
$2K +$1.89K +7 New
FMP
708
Financial Management Professionals
Texas
$2K +$1.89K +7 +700%
WIM
709
Westside Investment Management
California
$1.2K +$1.08K +4 New
LWMT
710
Legacy Wealth Management (Tennessee)
Tennessee
$1.15K +$1.08K +4 New
HPBT
711
High Point Bank & Trust
North Carolina
$1K -$5.39K -20 -91%
RFA
712
Reilly Financial Advisors
California
$1K -$1.08K -4 -67%
ANBT
713
American National Bank & Trust
Texas
$1K
BL
714
Balentine LLC
Georgia
$1K
IF
715
Ironwood Financial
Arizona
$1K
LYV
716
Live Your Vision
Pennsylvania
$1K
SIC
717
Salem Investment Counselors
North Carolina
$1K
VNA
718
Valley National Advisers
Pennsylvania
$1K
CFD
719
Creative Financial Designs
Indiana
$1K +$808 +3 New
NCM
720
New Capital Management
Texas
$1K +$808 +3 New
CFA
721
CT Financial Advisors
Pennsylvania
$864
BFM
722
Boothbay Fund Management
New York
$788 +$426K +1,583 +137%
SLF
723
Sun Life Financial
Ontario, Canada
$116 +$8.89K +33 New
PK
724
Pflug Koory
Nebraska
$59 +$54.9K +204 New
HCM
725
Hitchwood Capital Management
New York
-$128M -475,000 Closed

CHTR Hedge Fund Activity: Q4 2016 in Review

728 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2016, worth a combined $60.4B — up 5% from $57.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CHTR positions and 66 closed out — a net gain of 54 holders — while 222 added to existing stakes and 255 trimmed.

The largest buyer was Jennison Associates, adding an estimated $601M. The largest seller was SPO Advisory, cutting an estimated $361M.

  • 728 institutional investors held Charter Communications (CHTR) as of Q4 2016, up from 687 in Q3 2016.
  • Funds reported $60.4B of Charter Communications stock for Q4 2016, up 5% quarter-over-quarter.
  • 120 funds opened new Charter Communications positions in Q4 2016 and 66 closed out, a net change of +54 holders.
  • The largest Charter Communications buyer in Q4 2016 was Jennison Associates, an estimated $601M added.
  • The largest Charter Communications seller in Q4 2016 was SPO Advisory, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2016.