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Charter Communications

992 hedge funds and large institutions have $61.3B invested in Charter Communications in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 324 increasing their positions, 373 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 67.23%65.38% (-1.8%)

5% less funds holding

Funds holding: 1,044992 (-52)

13% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 373

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

22% less capital invested

Capital invested by funds: $78.4B → $61.3B (-$17.1B)

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 148

45% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.95B

Holders
992
Holders Change
-52
Holders Change %
-4.98%
% of All Funds
15.65%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.73%
New
107
Increased
324
Reduced
373
Closed
148
Calls
$1.06B
Puts
$1.95B
Net Calls
-$887M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
776
Pathstone Family Office
New Jersey
$207K -$78.1K -133 -32%
MFS
777
Mirabella Financial Services
United Kingdom
$207K +$223K +380 New
AG
778
AIA Group
Hong Kong
$206K +$74K +126 +50%
I
779
INVST
Indiana
$203K -$2.94K -5 -1%
BAM
780
Brave Asset Management
New Jersey
$203K
JIC
781
Johnson Investment Counsel
Ohio
$202K -$2.94K -5 -1%
SC
782
Searle & Co
Connecticut
$202K
PP
783
PDS Planning
Ohio
$202K +$218K +371 New
HPC
784
HM Payson & Co
Maine
$201K
HPWM
785
Highland Private Wealth Management
Washington
$200K -$31.7K -54 -13%
GD
786
Grandfield & Dodd
New York
$200K
LSA
787
Lion Street Advisors
Texas
$200K +$214K +364 New
RE
788
RBC Europe
United Kingdom
$199K -$13.5K -23 -6%
CFG
789
CKW Financial Group
Hawaii
$197K +$82.2K +140 +67%
APA
790
American Portfolios Advisors
New York
$189K +$4.11K +7 +2%
C
791
Covestor
United Kingdom
$187K +$136K +231 +208%
AF
792
Allworth Financial
California
$179K -$14.1K -24 -7%
BC
793
Bartlett & Co
Ohio
$176K
BCWM
794
Bartlett & Co Wealth Management
Ohio
$176K
BBPWM
795
Blue Bell Private Wealth Management
Pennsylvania
$165K
RCG
796
Rock Creek Group
District of Columbia
$159K +$49.9K +85 +41%
EWA
797
EverSource Wealth Advisors
Alabama
$156K +$125K +213 +288%
CFO
798
CVA Family Office
Colorado
$142K +$41.1K +70 +37%
MHR
799
Matthew Hamilton Rosenberg
$139K +$10.6K +18 +8%
IUHSA
800
Itau Unibanco Holding S.A.
Brazil
$132K +$75.7K +129 +114%

CHTR Hedge Fund Activity: Q1 2022 in Review

992 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2022, worth a combined $61.3B — down 22% from $78.4B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of CHTR and 107 opened new positions — a net loss of 41 holders — while 373 trimmed existing stakes and 324 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $986M. The largest seller was TCI Fund Management, cutting an estimated $4.51B.

  • 992 institutional investors held Charter Communications (CHTR) as of Q1 2022, down from 1,044 in Q4 2021.
  • Funds reported $61.3B of Charter Communications stock for Q1 2022, down 22% quarter-over-quarter.
  • 107 funds opened new Charter Communications positions in Q1 2022 and 148 closed out, a net change of -41 holders.
  • The largest Charter Communications buyer in Q1 2022 was Massachusetts Financial Services, an estimated $986M added.
  • The largest Charter Communications seller in Q1 2022 was TCI Fund Management, an estimated $4.51B sold.

Based on aggregated 13F filings for Q1 2022.