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Charter Communications

843 hedge funds and large institutions have $36.5B invested in Charter Communications in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.47B

1% more capital invested

Capital invested by funds: $36.3B → $36.5B (+$201M)

0.43% less ownership

Funds ownership: 66.42%65.99% (-0.43%)

2% less funds holding

Funds holding: 859843 (-16)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

12% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 86

31% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 351

Holders
843
Holders Change
-16
Holders Change %
-1.86%
% of All Funds
13.24%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.41%
New
76
Increased
243
Reduced
351
Closed
86
Calls
$1.52B
Puts
$1.47B
Net Calls
+$48.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
801
Adirondack Trust Company
New York
$2.84K
SCA
802
Stonebridge Capital Advisors
Minnesota
$2.57K -$2.39K -7 -50%
FP
803
Financial Perspectives
Minnesota
$2.57K
HWA
804
HHM Wealth Advisors
Tennessee
$2.57K
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.57K
AIC
806
Archer Investment Corporation
Indiana
$2.57K +$2.39K +7 New
CHA
807
Carmichael Hill & Associates
Maryland
$2.21K
ANBT
808
American National Bank & Trust
Texas
$2.2K
OPTFSNA
809
Old Point Trust & Financial Services N A
Virginia
$2.2K +$2.05K +6 New
KFP
810
KB Financial Partners
New Jersey
$2K -$401K -1,175 -100%
TSWM
811
Tyler-Stone Wealth Management
Ohio
$2K +$2.05K +6 New
CWC
812
Carolinas Wealth Consulting
North Carolina
$1.84K
DWMG
813
DB Wealth Management Group
California
$1.84K
MFG
814
Mendota Financial Group
Wisconsin
$1.84K
RAM
815
Riggs Asset Management
Pennsylvania
$1.84K
MCA
816
Maryland Capital Advisors
Maryland
$1.47K +$341 +1 +33%
AP
817
Arlington Partners
Alabama
$1.47K
IFAM
818
Institutional & Family Asset Management
Colorado
$1.47K
LCM
819
Logan Capital Management
Pennsylvania
$1.47K
AWM
820
Avior Wealth Management
Nebraska
$1.41K
NSG
821
Nalls Sherbakoff Group
Tennessee
$1.3K
PCFFS
822
Pacific Center for Financial Services
California
$1.1K
TCM
823
Tradewinds Capital Management
Washington
$1.1K
AF
824
Arrow Financial
New York
$1.1K
TF
825
TimeScale Financial
Massachusetts
$1.1K

CHTR Hedge Fund Activity: Q2 2023 in Review

843 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2023, worth a combined $36.5B — up 0.55% from $36.3B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of CHTR and 76 opened new positions — a net loss of 10 holders — while 351 trimmed existing stakes and 243 added.

The largest buyer was Harris Associates, adding an estimated $365M. The largest seller was Veritas Asset Management, cutting an estimated $187M.

  • 843 institutional investors held Charter Communications (CHTR) as of Q2 2023, down from 859 in Q1 2023.
  • Funds reported $36.5B of Charter Communications stock for Q2 2023, up 0.55% quarter-over-quarter.
  • 76 funds opened new Charter Communications positions in Q2 2023 and 86 closed out, a net change of -10 holders.
  • The largest Charter Communications buyer in Q2 2023 was Harris Associates, an estimated $365M added.
  • The largest Charter Communications seller in Q2 2023 was Veritas Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2023.