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Charter Communications

994 hedge funds and large institutions have $81.8B invested in Charter Communications in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 334 increasing their positions, 381 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
-36
Holders Change %
-3.5%
% of All Funds
17.5%
Holding in Top 10
68
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.92%
% of All Funds
1.2%
New
89
Increased
334
Reduced
381
Closed
118
Calls
$2.53B
Puts
$2B
Net Calls
+$534M
Net Calls Change
-$552M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
776
Gitterman Wealth Management
New Jersey
$222K +$222K +360 New
BWA
777
Burt Wealth Advisors
Maryland
$221K
BAS
778
Brown Advisory Securities
Maryland
$220K +$1.85K +3 +0.8%
SF
779
Synovus Financial
Georgia
$217K +$29.2K +48 +16%
MAFM
780
Mid Atlantic Financial Management
Pennsylvania
$215K -$148K -241 -41%
RPWA
781
Regent Peak Wealth Advisors
Georgia
$215K +$11.7K +19 +6%
BAM
782
Brave Asset Management
New Jersey
$214K
JIC
783
Johnson Investment Counsel
Ohio
$212K -$8.04K -13 -4%
OPCM
784
Osborne Partners Capital Management
California
$212K
HHGA
785
Halbert Hargrove Global Advisors
California
$212K +$6.16K +10 +3%
VVP
786
Venture Visionary Partners
Ohio
$212K +$212K +344 New
WF
787
WoodTrust Financial
Wisconsin
$211K -$45K -73 -18%
LCS
788
Levin Capital Strategies
New York
$211K
DCM
789
Driehaus Capital Management
Illinois
$210K -$140K -227 -40%
WF
790
Welch & Forbes
Massachusetts
$210K
RWP
791
RWA Wealth Partners
Massachusetts
$209K
DDC
792
DF Dent & Co
Maryland
$207K
CPO
793
Cerity Partners OCIO
New York
$207K +$207K +336 New
MIC
794
Meridian Investment Counsel
California
$205K
Carson Wealth (CWM LLC)
795
Carson Wealth (CWM LLC)
Nebraska
$205K
MAM
796
McLean Asset Management
Virginia
$203K +$5.22K +8 +3%
WS
797
Wedbush Securities
California
$201K +$201K +326 New
SBSB
798
Sullivan, Bruyette, Speros & Blaney
Virginia
$200K -$1.24K -2 -0.6%
GWM
799
Geneos Wealth Management
Colorado
$191K +$2.02K +3 +1%
HPC
800
HM Payson & Co
Maine
$189K -$37.7K -61 -17%