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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
IFAM
751
Institutional & Family Asset Management
Colorado
$1.2K
LCM
752
Logan Capital Management
Pennsylvania
$1.2K
MCA
753
Maryland Capital Advisors
Maryland
$1.2K
FCA
754
FinTrust Capital Advisors
South Carolina
$1.2K +$819 +3 +300%
CAL
755
Capital Analysts LLC
Pennsylvania
$1K
FPB
756
First PREMIER Bank
South Dakota
$1K
TFGT
757
TS Financial Group (TSFG)
Illinois
$1K
AIM
758
Anchor Investment Management
South Carolina
$897
AF
759
Arrow Financial
New York
$897
CTC
760
Cetera Trust Company
Minnesota
$897
PCFFS
761
Pacific Center for Financial Services
California
$897
PCMC
762
Planning Capital Management Corporation
Pennsylvania
$897
SIC
763
Salem Investment Counselors
North Carolina
$897
TCM
764
Tradewinds Capital Management
Washington
$897
GLR
765
Great Lakes Retirement
Ohio
$897 +$819 +3 New
OW
766
Olistico Wealth
Oklahoma
$897 +$819 +3 New
TWD
767
True Wealth Design
Ohio
$598 -$273 -1 -33%
BP
768
BNP Paribas
France
$598
BWL
769
Bogart Wealth LLC
Virginia
$598
RFS
770
Richardson Financial Services
Massachusetts
$598
TCG
771
Transcendent Capital Group
Oklahoma
$598
TCA
772
Trifecta Capital Advisors
Illinois
$598
WT
773
Washington Trust
Rhode Island
$598 +$546 +2 New
CPA
774
Clear Point Advisors
New York
$299
CA
775
Continuum Advisory
Idaho
$299

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.