We are live on ! Find out more
CHTR icon

Charter Communications

998 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, 384 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.53B | Put options by funds: $2B

0.96% more ownership

Funds ownership: 67.58%68.54% (+0.96%)

4% less funds holding

Funds holding: 1,035998 (-37)

9% less capital invested

Capital invested by funds: $89.5B → $81.8B (-$7.63B)

13% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 384

15% less funds holding in top 10

Funds holding in top 10: 8068 (-12)

25% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 119

Holders
998
Holders Change
-37
Holders Change %
-3.57%
% of All Funds
17.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.19%
New
89
Increased
334
Reduced
384
Closed
119
Calls
$2.53B
Puts
$2B
Net Calls
+$534M
Net Calls Change
-$552M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
776
Capital Investment Advisory Services
North Carolina
$223K +$14.4K +23 +7%
GWM
777
Gitterman Wealth Management
New Jersey
$222K +$225K +360 New
SFA
778
Sequoia Financial Advisors
Ohio
$222K +$225K +360 New
BWA
779
Burt Wealth Advisors
Maryland
$221K
BAS
780
Brown Advisory Securities
Maryland
$220K +$1.88K +3 +0.8%
SF
781
Synovus Financial
Georgia
$217K +$30K +48 +16%
LSA
782
Leonteq Securities AG
Switzerland
$216K -$781K -1,250 -78%
MAFM
783
Mid Atlantic Financial Management
Pennsylvania
$215K -$151K -241 -41%
RPWA
784
Regent Peak Wealth Advisors
Georgia
$215K +$11.9K +19 +6%
BAM
785
Brave Asset Management
New Jersey
$214K
JIC
786
Johnson Investment Counsel
Ohio
$212K -$8.12K -13 -4%
OPCM
787
Osborne Partners Capital Management
California
$212K
HHGA
788
Halbert Hargrove Global Advisors
California
$212K +$6.25K +10 +3%
VVP
789
Venture Visionary Partners
Ohio
$212K +$215K +344 New
WF
790
WoodTrust Financial
Wisconsin
$211K -$45.6K -73 -18%
LCS
791
Levin Capital Strategies
New York
$211K
DCM
792
Driehaus Capital Management
Illinois
$210K -$142K -227 -40%
WF
793
Welch & Forbes
Massachusetts
$210K
RWP
794
RWA Wealth Partners
Massachusetts
$209K
DDC
795
DF Dent & Co
Maryland
$207K
CPO
796
Cerity Partners OCIO
New York
$207K +$210K +336 New
Carson Wealth (CWM LLC)
797
Carson Wealth (CWM LLC)
Nebraska
$205K
MIC
798
Meridian Investment Counsel
California
$205K
MAM
799
McLean Asset Management
Virginia
$203K +$5K +8 +3%
WS
800
Wedbush Securities
California
$201K +$204K +326 New

CHTR Hedge Fund Activity: Q1 2021 in Review

998 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2021, worth a combined $81.8B — down 8.5% from $89.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CHTR and 89 opened new positions — a net loss of 30 holders — while 384 trimmed existing stakes and 334 added.

The largest buyer was Dodge & Cox, adding an estimated $542M. The largest seller was Vanguard Group, cutting an estimated $444M.

  • 998 institutional investors held Charter Communications (CHTR) as of Q1 2021, down from 1,035 in Q4 2020.
  • Funds reported $81.8B of Charter Communications stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 89 funds opened new Charter Communications positions in Q1 2021 and 119 closed out, a net change of -30 holders.
  • The largest Charter Communications buyer in Q1 2021 was Dodge & Cox, an estimated $542M added.
  • The largest Charter Communications seller in Q1 2021 was Vanguard Group, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2021.