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Charter Communications

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: 1621 (+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: 824785 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
726
TFC Financial Management
Massachusetts
$2.39K -$546 -2 -20%
CT
727
Clearstead Trust
Maine
$2.39K
CAC
728
Core Alternative Capital
Georgia
$2.39K
CWC
729
Carolinas Wealth Consulting
North Carolina
$2.39K +$546 +2 +33%
RAM
730
Riggs Asset Management
Pennsylvania
$2.39K +$819 +3 +60%
SIS
731
Strategic Investment Solutions
Illinois
$2.18K +$819 +3 New
W
732
WealthCollab
Washington
$2.09K -$1.64K -6 -46%
SIC
733
SJS Investment Consulting
Ohio
$2.09K -$546 -2 -22%
AIC
734
Archer Investment Corporation
Indiana
$2.09K
FP
735
Financial Perspectives
Minnesota
$2.09K
LWANC
736
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09K
CC
737
Cypress Capital
Tennessee
$2.09K +$1.91K +7 New
DJSG
738
D.J. St. Germain
Massachusetts
$1.79K
HCM
739
Hollencrest Capital Management
California
$1.79K
OPTFSNA
740
Old Point Trust & Financial Services N A
Virginia
$1.79K
TSWM
741
Tyler-Stone Wealth Management
Ohio
$1.79K
FW
742
Fairway Wealth
Ohio
$1.79K +$1.64K +6 New
M
743
MOTCO
Texas
$1.79K +$1.64K +6 New
QL
744
Quarry LP
New York
$1.79K +$1.64K +6 New
CFB
745
Cullen/Frost Bankers
Texas
$1.5K -$29.5K -108 -96%
AFWM
746
Abich Financial Wealth Management
Virginia
$1.5K
NL
747
NVWM LLC
Pennsylvania
$1.5K +$1.09K +4 +400%
UWS
748
Unique Wealth Strategies
Illinois
$1.45K +$1.36K +5 New
CP
749
Castleview Partners
Texas
$1.2K
DFA
750
DHJJ Financial Advisors
Illinois
$1.2K

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.