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Charter Communications

992 hedge funds and large institutions have $61.3B invested in Charter Communications in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 324 increasing their positions, 373 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 67.23%65.38% (-1.8%)

5% less funds holding

Funds holding: 1,044992 (-52)

13% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 373

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

22% less capital invested

Capital invested by funds: $78.4B → $61.3B (-$17.1B)

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 148

45% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.95B

Holders
992
Holders Change
-52
Holders Change %
-4.98%
% of All Funds
15.65%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.73%
New
107
Increased
324
Reduced
373
Closed
148
Calls
$1.06B
Puts
$1.95B
Net Calls
-$887M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
SFMG Wealth Advisors
Texas
$305K
WJWM
702
Williams Jones Wealth Management
New York
$304K -$144K -245 -31%
LCM
703
Landscape Capital Management
New Jersey
$303K +$326K +556 New
AC
704
Abbrea Capital
California
$302K
Cerity Partners
705
Cerity Partners
New York
$300K -$132K -225 -29%
EHC
706
Everett Harris & Co
California
$300K
LA
707
LVW Advisors
New York
$298K +$58.1K +99 +22%
WAM
708
Watershed Asset Management
California
$298K +$67.5K +115 +27%
TA
709
Tiedemann Advisors
New York
$295K -$66.9K -114 -17%
HC
710
HNP Capital
New York
$293K -$28.2K -48 -8%
VRM
711
Vectors Research Management
New York
$293K -$28.2K -48 -8%
BFPW
712
BOK Financial Private Wealth
Colorado
$292K +$17.6K +30 +6%
WPW
713
Waldron Private Wealth
Pennsylvania
$291K +$27.6K +47 +10%
ICP
714
Interchange Capital Partners
Pennsylvania
$288K +$4.7K +8 +2%
TCOV
715
Trust Company of Vermont
Vermont
$286K
MOS
716
MGO One Seven
Ohio
$286K +$92.8K +158 +43%
HDIM
717
Hanson & Doremus Investment Management
Vermont
$285K -$14.1K -24 -4%
IPAM
718
ICICI Prudential Asset Management
India
$283K +$31.7K +54 +12%
GL
719
Graypoint LLC
New York
$282K +$24.1K +41 +9%
CWAG
720
Compton Wealth Advisory Group
Virginia
$280K +$301K +513 New
PM
721
Parametrica Management
Hong Kong
$277K +$298K +508 New
BWM
722
BerganKDV Wealth Management
Minnesota
$275K
QPWM
723
Quadrant Private Wealth Management
Pennsylvania
$275K +$296K +504 New
GA
724
Geller Advisors
New York
$274K -$46.4K -79 -14%
FFA
725
First Foundation Advisors
California
$274K +$6.46K +11 +2%

CHTR Hedge Fund Activity: Q1 2022 in Review

992 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2022, worth a combined $61.3B — down 22% from $78.4B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of CHTR and 107 opened new positions — a net loss of 41 holders — while 373 trimmed existing stakes and 324 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $986M. The largest seller was TCI Fund Management, cutting an estimated $4.51B.

  • 992 institutional investors held Charter Communications (CHTR) as of Q1 2022, down from 1,044 in Q4 2021.
  • Funds reported $61.3B of Charter Communications stock for Q1 2022, down 22% quarter-over-quarter.
  • 107 funds opened new Charter Communications positions in Q1 2022 and 148 closed out, a net change of -41 holders.
  • The largest Charter Communications buyer in Q1 2022 was Massachusetts Financial Services, an estimated $986M added.
  • The largest Charter Communications seller in Q1 2022 was TCI Fund Management, an estimated $4.51B sold.

Based on aggregated 13F filings for Q1 2022.