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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 %
FFL
726
Financial Freedom LLC
Ohio
$5.81K – – –
AIM
727
Arcadia Investment Management
Michigan
$5.81K – – –
EWP
728
Elevation Wealth Partners
California
$5.81K +$5.81K +20 New
MA
729
MCF Advisors
Kentucky
$5.52K -$11.6K -40 -68%
SWM
730
Sugarloaf Wealth Management
Georgia
$5.52K – – –
EDRH
731
Edmond de Rothschild Holding
Switzerland
$5.23K – – –
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$5.1K -$900 -3 -15%
PWA
733
Provenance Wealth Advisors
Florida
$4.94K – – –
ATC
734
Adirondack Trust Company
New York
$4.94K -$2.03K -7 -29%
CFGS
735
Concourse Financial Group Securities
Alabama
$4.94K +$291 +1 +6%
AEPWM
736
Atlantic Edge Private Wealth Management
Florida
$4.65K +$4.65K +16 New
IGWM
737
ICA Group Wealth Management
Colorado
$4.65K – – –
Jones Financial Companies
738
Jones Financial Companies
Missouri
$4.65K +$3.78K +13 +433%
GIS
739
Grayhawk Investment Strategies
Alberta, Canada
$4.36K – – –
AWM
740
Abound Wealth Management
Tennessee
$4.07K -$2.03K -7 -33%
BIA
741
Bell Investment Advisors
California
$3.78K -$872 -3 -19%
W
742
WealthCollab
Washington
$3.78K +$2.04K +7 +117%
LFG
743
Larson Financial Group
Missouri
$3.78K – – –
CSC
744
Caldwell Sutter Capital
California
$3.78K – – –
BWAM
745
Boyd Watterson Asset Management
Ohio
$3.78K – – –
FG
746
Fairman Group
Pennsylvania
$3.49K – – –
MIM
747
Macroview Investment Management
Maryland
$3.49K – – –
FRA
748
Frank Rimerman Advisors
California
$3.2K – – –
KFI
749
Key Financial Inc
Pennsylvania
$3.2K – – –
EBA
750
Eagle Bay Advisors
New York
$3.2K – – –
28 29
30
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