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Charter Communications

1,044 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, 327 increasing their positions, 379 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 106

3% more funds holding

Funds holding: 1,0111,044 (+33)

0.81% less ownership

Funds ownership: 68.05%67.23% (-0.81%)

14% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 379

14% less capital invested

Capital invested by funds: $90.9B → $78.4B (-$12.5B)

24% less funds holding in top 10

Funds holding in top 10: 7255 (-17)

26% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $5.12B

Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
16.07%
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
327
Reduced
379
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
726
Meyer Handelman Company
New York
$320K
PCA
727
Personal Capital Advisors
California
$319K +$61.3K +90 +23%
CIA
728
Cladis Investment Advisory
Montana
$319K +$333K +489 New
WPW
729
Waldron Private Wealth
Pennsylvania
$317K +$2.04K +3 +0.6%
CWP
730
Curated Wealth Partners
California
$316K +$9.53K +14 +3%
GL
731
Graypoint LLC
New York
$310K -$137K -201 -30%
AG
732
AlphaSimPlex Group
Massachusetts
$310K
WDA
733
Wendell David Associates
New Hampshire
$309K +$8.85K +13 +3%
AWM
734
Axxcess Wealth Management
California
$305K +$319K +468 New
ECM
735
Evergreen Capital Management
Washington
$303K +$27.2K +40 +9%
AAS
736
Avantax Advisory Services
Texas
$302K -$38.8K -57 -11%
PTC
737
Petrus Trust Company
Texas
$301K +$314K +461 New
IWC
738
Integrated Wealth Concepts
Massachusetts
$300K -$120K -176 -28%
BWP
739
BSW Wealth Partners
Colorado
$300K -$53.8K -79 -15%
CI
740
CX Institutional
Indiana
$299K
CWM
741
Connecticut Wealth Management
Connecticut
$298K
Carson Wealth (CWM LLC)
742
Carson Wealth (CWM LLC)
Nebraska
$296K +$309K +454 New
PP
743
Palladium Partners
Virginia
$295K
LA
744
LVW Advisors
New York
$292K +$47K +69 +18%
IPAM
745
ICICI Prudential Asset Management
India
$288K +$301K +442 New
PFA
746
Professional Financial Advisors
Nebraska
$287K +$20.4K +30 +7%
FB
747
Fulton Bank
Pennsylvania
$283K -$28.6K -42 -9%
BWM
748
Biltmore Wealth Management
Arizona
$282K -$44.9K -66 -13%
WAM
749
Watershed Asset Management
California
$281K +$293K +431 New
PTC
750
Private Trust Company
Ohio
$280K -$332K -488 -53%

CHTR Hedge Fund Activity: Q4 2021 in Review

1,044 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2021, worth a combined $78.4B — down 14% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CHTR positions and 106 closed out — a net gain of 48 holders — while 327 added to existing stakes and 379 trimmed.

The largest buyer was Veritas Asset Management, adding an estimated $430M. The largest seller was Fidelity Investments, cutting an estimated $862M.

  • 1,044 institutional investors held Charter Communications (CHTR) as of Q4 2021, up from 1,011 in Q3 2021.
  • Funds reported $78.4B of Charter Communications stock for Q4 2021, down 14% quarter-over-quarter.
  • 154 funds opened new Charter Communications positions in Q4 2021 and 106 closed out, a net change of +48 holders.
  • The largest Charter Communications buyer in Q4 2021 was Veritas Asset Management, an estimated $430M added.
  • The largest Charter Communications seller in Q4 2021 was Fidelity Investments, an estimated $862M sold.

Based on aggregated 13F filings for Q4 2021.