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Charter Communications
CHTR

Overview Fund Activity

987 hedge funds and large institutions have $93.4B invested in Charter Communications in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 300 increasing their positions, 390 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-7
Holders Change %
-0.7%
% of All Funds
17.23%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
1.12%
New
95
Increased
300
Reduced
390
Closed
92
Calls
$1.57B
Puts
$2.59B
Net Calls
-$1.01B
Net Calls Change
-$1.55B

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.51B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.77B
4
Harris Associates
4
Harris Associates
Illinois
$2.27B
5
AP
5
Altarock Partners
Florida
$869M

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.38B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.57B
3
TP
3
Third Point
New York
$61.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.14B
5
Goldman Sachs
5
Goldman Sachs
New York
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
751
Freedom Investment Management
Connecticut
$261K -$2.17K -3 -0.8%
AWM
752
Apollon Wealth Management
South Carolina
$260K +$260K +360 New
BWM
753
BNC Wealth Management
Oregon
$258K -$861K -1,195 -77%
BWA
754
Burt Wealth Advisors
Maryland
$258K – – –
BAS
755
Brown Advisory Securities
Maryland
$258K – – –
IWC
756
Integrated Wealth Concepts
Massachusetts
$258K +$258K +358 New
HHGA
757
Halbert Hargrove Global Advisors
California
$253K +$4.34K +6 +2%
VVP
758
Venture Visionary Partners
Ohio
$251K +$2.89K +4 +1%
OPCM
759
Osborne Partners Capital Management
California
$248K – – –
JIC
760
Johnson Investment Counsel
Ohio
$247K -$722 -1 -0.3%
LCS
761
Levin Capital Strategies
New York
$247K – – –
WF
762
WoodTrust Financial
Wisconsin
$247K – – –
WS
763
Wedbush Securities
California
$247K +$11.6K +16 +5%
MAFM
764
Mid Atlantic Financial Management
Pennsylvania
$245K -$7.23K -10 -3%
CIAS
765
Capital Investment Advisory Services
North Carolina
$243K -$18K -25 -7%
DDC
766
DF Dent & Co
Maryland
$242K – – –
C
767
Certuity
Florida
$241K +$241K +334 New
MIC
768
Meridian Investment Counsel
California
$240K – – –
SMA
769
Sage Mountain Advisors
Georgia
$239K +$239K +331 New
RCAG
770
Rehmann Capital Advisory Group
Michigan
$237K +$237K +329 New
RWP
771
RWA Wealth Partners
Massachusetts
$237K -$7.23K -10 -3%
SAM
772
Synergy Asset Management
Washington
$236K +$236K +327 New
AC
773
Avestar Capital
New York
$234K -$14.4K -20 -6%
SWA
774
Stratos Wealth Advisors
Ohio
$234K +$234K +324 New
WA
775
WealthTrust Axiom
Pennsylvania
$234K +$234K +325 New
29 30
31
32 33