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Charter Communications

777 hedge funds and large institutions have $64.1B invested in Charter Communications in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 240 increasing their positions, 295 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $56.4B → $64.1B (+$7.72B)

0% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 69

0.04% less ownership

Funds ownership: 72.26%72.21% (-0.04%)

9% less call options, than puts

Call options by funds: $572M | Put options by funds: $629M

1% less funds holding

Funds holding: 787777 (-10)

2% less funds holding in top 10

Funds holding in top 10: 6362 (-1)

19% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 295

Holders
777
Holders Change
-10
Holders Change %
-1.27%
% of All Funds
16.88%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
1.35%
New
69
Increased
240
Reduced
295
Closed
69
Calls
$572M
Puts
$629M
Net Calls
-$57.5M
Net Calls Change
+$63.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
751
Reilly Financial Advisors
California
$2K -$1.5K -4 -50%
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$2K
HI
753
Hudock Inc
Pennsylvania
$2K
IFAM
754
Institutional & Family Asset Management
Colorado
$2K
NPP
755
New Potomac Partners
Maryland
$2K
PWMG
756
Prestige Wealth Management Group
New Jersey
$2K
PO
757
Private Ocean
California
$2K
TIM
758
Tortoise Investment Management
New York
$2K
VNA
759
Valley National Advisers
Pennsylvania
$2K
WAM
760
Wolverine Asset Management
Illinois
$2K
PC
761
Permanens Capital
New York
$2K +$1.5K +4 New
GT
762
Glenmede Trust
Pennsylvania
$1.7K +$700K +1,868 +76%
MWM
763
Meridian Wealth Management
Kentucky
$1.58K -$420K -1,120 -74%
BFC
764
Bedel Financial Consulting
Indiana
$1K
CIR
765
Clear Investment Research
Georgia
$1K
CTB
766
Country Trust Bank
Illinois
$1K
DAM
767
Delta Asset Management
Tennessee
$1K
JFA
768
JNBA Financial Advisors
Minnesota
$1K +$1.12K +3 New
SIC
769
Salem Investment Counselors
North Carolina
$1K +$1.12K +3 New
TF
770
TimeScale Financial
Massachusetts
$1K +$1.12K +3 New
LHC
771
Little House Capital
Massachusetts
$384 +$375 +1 +0.1%
WIM
772
Westside Investment Management
California
$15 +$15K +40 New
HCM
773
Highfields Capital Management
Massachusetts
-$128M -370,065 Closed
SEP
774
Soma Equity Partners
California
-$52M -150,000 Closed
Voloridge Investment Management
775
Voloridge Investment Management
Florida
-$21M -60,446 Closed

CHTR Hedge Fund Activity: Q2 2019 in Review

777 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2019, worth a combined $64.1B — up 14% from $56.4B a quarter earlier.

Fund positioning in CHTR was balanced in Q2 2019: 69 funds opened new positions, 69 closed out, 240 added to existing stakes and 295 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.21B. The largest seller was Deutsche Bank, cutting an estimated $572M.

  • 777 institutional investors held Charter Communications (CHTR) as of Q2 2019, down from 787 in Q1 2019.
  • Funds reported $64.1B of Charter Communications stock for Q2 2019, up 14% quarter-over-quarter.
  • 69 funds opened new Charter Communications positions in Q2 2019 and 69 closed out, a net change of 0 holders.
  • The largest Charter Communications buyer in Q2 2019 was Capital International Investors, an estimated $1.21B added.
  • The largest Charter Communications seller in Q2 2019 was Deutsche Bank, an estimated $572M sold.

Based on aggregated 13F filings for Q2 2019.