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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 %
HBW
751
Hazlett, Burt & Watson
West Virginia
$3K – – –
TFM
752
TFC Financial Management
Massachusetts
$2.91K -$4.36K -15 -60%
EC
753
Elequin Capital
New York
$2.91K +$2.91K +10 New
SIC
754
SJS Investment Consulting
Ohio
$2.62K -$581 -2 -18%
DPW
755
DiNuzzo Private Wealth
Pennsylvania
$2.62K -$581 -2 -18%
CHA
756
Carmichael Hill & Associates
Maryland
$2.62K +$872 +3 +50%
DF
757
Dunhill Financial
United Kingdom
$2.6K +$289 +1 +13%
CT
758
Clearstead Trust
Maine
$2.33K -$292K -1,006 -99%
CAC
759
Core Alternative Capital
Georgia
$2.33K -$12.5K -43 -84%
HWA
760
HHM Wealth Advisors
Tennessee
$2.04K – – –
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.04K – – –
AIC
762
Archer Investment Corporation
Indiana
$2.03K – – –
IPW
763
Impact Partnership Wealth
Georgia
$2.03K – – –
FP
764
Financial Perspectives
Minnesota
$2.03K – – –
VNA
765
Valley National Advisers
Pennsylvania
$2K +$1.33K +6 +200%
HCM
766
Hollencrest Capital Management
California
$1.74K -$157K -539 -99%
DJSG
767
D.J. St. Germain
Massachusetts
$1.74K -$2.91K -10 -63%
CJ
768
Caitlin John
Michigan
$1.74K – – –
OPTFSNA
769
Old Point Trust & Financial Services N A
Virginia
$1.74K – – –
TSWM
770
Tyler-Stone Wealth Management
Ohio
$1.74K – – –
CWC
771
Carolinas Wealth Consulting
North Carolina
$1.74K +$291 +1 +20%
MFG
772
Mendota Financial Group
Wisconsin
$1.45K – – –
RAM
773
Riggs Asset Management
Pennsylvania
$1.45K – – –
CFFP
774
Center for Financial Planning
Michigan
$1.45K +$1.45K +5 New
AFWM
775
Abich Financial Wealth Management
Virginia
$1.45K – – –
29 30
31
32 33