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Charter Communications
CHTR

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: 16 → 21 (+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: 824 → 785 (-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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$280M
2
RCG
Ruane, Cunniff & Goldfarb
New York
+$124M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$120M
4
Goldman Sachs
Goldman Sachs
New York
+$105M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$95.1M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$194M
2
AP
Altarock Partners
Florida
-$136M
3
Fidelity International
Fidelity International
Bermuda
-$83.8M
4
VGM
Voyager Global Management
New York
-$71M
5
CCP
Cryder Capital Partners
United Kingdom
-$61.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Sugarloaf Wealth Management
Georgia
$5.68K – – –
PWA
702
Provenance Wealth Advisors
Florida
$5.68K +$546 +2 +12%
EDRH
703
Edmond de Rothschild Holding
Switzerland
$5.38K – – –
ATC
704
Adirondack Trust Company
New York
$5.08K – – –
LFG
705
Larson Financial Group
Missouri
$5.08K +$1.09K +4 +31%
IGWM
706
ICA Group Wealth Management
Colorado
$4.78K – – –
GIS
707
Grayhawk Investment Strategies
Alberta, Canada
$4.48K – – –
AW
708
Avion Wealth
Texas
$4K +$3.82K +14 +700%
CPG
709
Cornerstone Planning Group
New Jersey
$4K +$1.64K +6 +120%
BWAM
710
Boyd Watterson Asset Management
Ohio
$3.89K – – –
CSC
711
Caldwell Sutter Capital
California
$3.89K – – –
FG
712
Fairman Group
Pennsylvania
$3.59K – – –
MIM
713
Macroview Investment Management
Maryland
$3.59K – – –
LIA
714
Lynx Investment Advisory
District of Columbia
$3.59K +$3.27K +12 New
TF
715
Tompkins Financial
New York
$3.59K +$3.27K +12 New
EBA
716
Eagle Bay Advisors
New York
$3.29K – – –
DF
717
Dunhill Financial
United Kingdom
$3.24K +$546 +2 +22%
HBW
718
Hazlett, Burt & Watson
West Virginia
$3K – – –
MA
719
MCF Advisors
Kentucky
$2.99K -$2.46K -9 -47%
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$2.99K +$273 +1 +11%
HWA
721
HHM Wealth Advisors
Tennessee
$2.99K +$819 +3 +43%
FFO
722
Fortitude Family Office
Arizona
$2.99K +$2.73K +10 New
CHA
723
Carmichael Hill & Associates
Maryland
$2.69K – – –
Kayne Anderson Rudnick Investment Management
724
Kayne Anderson Rudnick Investment Management
California
$2.56K -$2.46K -9 -53%
BIA
725
Bell Investment Advisors
California
$2.39K -$1.36K -5 -38%
27 28
29
30 31

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.