CHTR icon

Charter Communications
CHTR

Overview Fund Activity

1,040 hedge funds and large institutions have $78.4B invested in Charter Communications in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 326 increasing their positions, 377 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+33
Holders Change %
+3.28%
% of All Funds
16.06%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
0.85%
New
154
Increased
326
Reduced
377
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$1.71B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.64B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.35B
4
SC
4
Sculptor Capital
New York
$171M
5
BlackRock
5
BlackRock
New York
$5.64B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$295M
2
Capital International Investors
2
Capital International Investors
California
$6.01B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$683M
4
TCI Fund Management
4
TCI Fund Management
United Kingdom
$6.39B
5
UBS AM
5
UBS AM
Illinois
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
726
Cladis Investment Advisory
Montana
$319K +$319K +489 New
WPW
727
Waldron Private Wealth
Pennsylvania
$317K +$1.95K +3 +0.6%
CWP
728
Curated Wealth Partners
California
$316K +$9.16K +14 +3%
GL
729
Graypoint LLC
New York
$310K -$131K -201 -30%
AG
730
AlphaSimPlex Group
Massachusetts
$310K – – –
WDA
731
Wendell David Associates
New Hampshire
$309K +$8.48K +13 +3%
AWM
732
Axxcess Wealth Management
California
$305K +$305K +468 New
ECM
733
Evergreen Capital Management
Washington
$303K +$26.1K +40 +9%
AAS
734
Avantax Advisory Services
Texas
$302K -$37.2K -57 -11%
PTC
735
Petrus Trust Company
Texas
$301K +$301K +461 New
IWC
736
Integrated Wealth Concepts
Massachusetts
$300K -$115K -176 -28%
BWP
737
BSW Wealth Partners
Colorado
$300K -$51.5K -79 -15%
CI
738
CX Institutional
Indiana
$299K – – –
CWM
739
Connecticut Wealth Management
Connecticut
$298K – – –
Carson Wealth (CWM LLC)
740
Carson Wealth (CWM LLC)
Nebraska
$296K +$296K +454 New
PP
741
Palladium Partners
Virginia
$295K – – –
LA
742
LVW Advisors
New York
$292K +$45K +69 +18%
IPAM
743
ICICI Prudential Asset Management
India
$288K +$288K +442 New
PFA
744
Professional Financial Advisors
Nebraska
$287K +$19.6K +30 +7%
FB
745
Fulton Bank
Pennsylvania
$283K -$27.4K -42 -9%
BWM
746
Biltmore Wealth Management
Arizona
$282K -$43K -66 -13%
WAM
747
Watershed Asset Management
California
$281K +$281K +431 New
PTC
748
Private Trust Company
Ohio
$280K -$319K -488 -53%
WG
749
Welch Group
Alabama
$280K +$280K +429 New
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$278K -$48.9K -75 -15%
28 29
30
31 32