Charter Communications
CHTR
908 hedge funds and large institutions have $64.9B invested in Charter Communications in 2020 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 325 reducing their positions, and 85 closing their positions.
68% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 85
52% more funds holding in top 10
Funds holding in top 10: 64 → 97 (+33)
6% more funds holding
Funds holding: 859 → 908 (+49)
0.54% more ownership
Funds ownership: 70.3% → 70.84% (+0.54%)
8% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 325
11% less capital invested
Capital invested by funds: $73.2B → $64.9B (-$8.35B)
30% less call options, than puts
Call options by funds: $908M | Put options by funds: $1.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$768M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$578M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$264M |
| 4 |
D.E. Shaw & Co
New York
|
+$229M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.67B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$1.31B |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$543M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$494M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$299M |
CHTR Hedge Fund Activity: Q1 2020 in Review
908 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2020, worth a combined $64.9B — down 11% from $73.2B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new CHTR positions and 85 closed out — a net gain of 58 holders — while 300 added to existing stakes and 325 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $768M. The largest seller was Capital World Investors, cutting an estimated $1.67B.
- 908 institutional investors held Charter Communications (CHTR) as of Q1 2020, up from 859 in Q4 2019.
- Funds reported $64.9B of Charter Communications stock for Q1 2020, down 11% quarter-over-quarter.
- 143 funds opened new Charter Communications positions in Q1 2020 and 85 closed out, a net change of +58 holders.
- The largest Charter Communications buyer in Q1 2020 was Citadel Advisors, an estimated $768M added.
- The largest Charter Communications seller in Q1 2020 was Capital World Investors, an estimated $1.67B sold.
Based on aggregated 13F filings for Q1 2020.