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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 %
WWP
776
WR Wealth Planners
Missouri
$1.45K +$1.45K +5 New
LI
777
LRI Investments
Florida
$1.45K +$1.45K +5 New
CPG
778
Cornerstone Planning Group
New Jersey
$1.33K – – –
IFAM
779
Institutional & Family Asset Management
Colorado
$1.16K – – –
DFA
780
DHJJ Financial Advisors
Illinois
$1.16K – – –
MCA
781
Maryland Capital Advisors
Maryland
$1.16K – – –
LCM
782
Logan Capital Management
Pennsylvania
$1.16K – – –
CP
783
Castleview Partners
Texas
$1.16K +$1.16K +4 New
CAL
784
Capital Analysts LLC
Pennsylvania
$1K – – –
FPB
785
First PREMIER Bank
South Dakota
$1K – – –
AW
786
Avion Wealth
Texas
$1K – – –
TFGT
787
TS Financial Group (TSFG)
Illinois
$1K – – –
MCM
788
Manchester Capital Management
Vermont
$872 -$3.2K -11 -79%
CTC
789
Cetera Trust Company
Minnesota
$872 – – –
PCMC
790
Planning Capital Management Corporation
Pennsylvania
$872 – – –
AF
791
Arrow Financial
New York
$872 – – –
SIC
792
Salem Investment Counselors
North Carolina
$872 – – –
TCM
793
Tradewinds Capital Management
Washington
$872 – – –
AIM
794
Anchor Investment Management
South Carolina
$872 – – –
PCFFS
795
Pacific Center for Financial Services
California
$872 – – –
TWD
796
True Wealth Design
Ohio
$872 +$291 +1 +50%
NFSG
797
Newbridge Financial Services Group
Florida
$872 +$872 +3 New
TCA
798
Trifecta Capital Advisors
Illinois
$582 – – –
CFO
799
CVA Family Office
Colorado
$581 -$15.4K -53 -96%
BGAI
800
Bruce G. Allen Investments
Colorado
$581 -$291 -1 -33%
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