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Charter Communications
CHTR

Overview Fund Activity

817 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-83
Holders Change %
-9.22%
% of All Funds
11.84%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
246
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.07B
2
Dodge & Cox
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
Pzena Investment Management
New York
$828M
4
Franklin Resources
Franklin Resources
California
$811M
5
UBS Group
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
AIM
Allen Investment Management
New York
$0
3
FCM
Farallon Capital Management
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
701
Field & Main Bank
Kentucky
$13.1K -$12.8K -44 -49%
GFPC
702
Global Financial Private Client
Florida
$13.1K – – –
WBC
703
West Branch Capital
Massachusetts
$12.3K – – –
HIIFS
704
Harel Insurance Investments & Financial Services
Israel
$12K – – –
GJIA
705
Glass Jacobson Investment Advisors
Maryland
$11.6K – – –
PMFA
706
Plante Moran Financial Advisors
Michigan
$11.3K – – –
CCM
707
CAAS Capital Management
New York
$10.8K +$10.8K +37 New
JWA
708
JFS Wealth Advisors
Pennsylvania
$9.3K -$3.78K -13 -29%
SL
709
Salomon & Ludwin
Virginia
$9.3K – – –
RG
710
Retirement Group
California
$9.3K +$581 +2 +7%
APC
711
Aspire Private Capital
North Carolina
$8.72K – – –
GEA
712
Glen Eagle Advisors
New Jersey
$8.72K +$581 +2 +7%
RS
713
Rakuten Securities
Japan
$8.72K +$2.03K +7 +30%
PWMG
714
Private Wealth Management Group
New Jersey
$8.14K -$1.45K -5 -15%
CWM
715
Cranbrook Wealth Management
Michigan
$8.14K – – –
NIC
716
Northwest Investment Counselors
Oregon
$8.14K +$8.14K +28 New
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.95K – – –
GI
718
Gradient Investments
Minnesota
$7.56K -$2.33K -8 -24%
UIA
719
Ulland Investment Advisors
Minnesota
$7K – – –
MLA
720
MB, Levis & Associates
Pennsylvania
$6.98K – – –
GJWM
721
Gilliland Jeter Wealth Management
Arkansas
$6.98K +$6.98K +24 New
NRG
722
Nemes Rush Group
Michigan
$6.69K – – –
PCWA
723
Pacific Capital Wealth Advisors
California
$6.1K – – –
S
724
Sachetta
Massachusetts
$5.83K – – –
FFL
725
Financial Freedom LLC
Ohio
$5.81K – – –
27 28
29
30 31