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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
1
Capital International Investors
California
$3.07B
2
Dodge & Cox
2
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$828M
4
Franklin Resources
4
Franklin Resources
California
$811M
5
UBS Group
5
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
AIM
2
Allen Investment Management
New York
$0
3
FCM
3
Farallon Capital Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
801
Transcendent Capital Group
Oklahoma
$581 – – –
BWL
802
Bogart Wealth LLC
Virginia
$581 – – –
KSWA
803
Kathleen S. Wright Associates
Pennsylvania
$581 +$581 +2 New
RFS
804
Richardson Financial Services
Massachusetts
$581 +$581 +2 New
BP
805
BNP Paribas
France
$581 +$581 +2 New
FCA
806
FinTrust Capital Advisors
South Carolina
$291 -$11.6K -40 -98%
CTA
807
Colonial Trust Advisors
South Carolina
$291 -$1.46K -5 -83%
FGA
808
Fortis Group Advisors
New Jersey
$291 -$291 -1 -50%
PIS
809
POM Investment Strategies
North Carolina
$291 – – –
GWSA
810
Global Wealth Strategies & Associates
Colorado
$291 – – –
CPA
811
Clear Point Advisors
New York
$291 – – –
WA
812
WestEnd Advisors
North Carolina
$291 – – –
FFWM
813
Future Financial Wealth Management
Ohio
$291 +$291 +1 New
NL
814
NVWM LLC
Pennsylvania
$291 +$291 +1 New
MSG
815
Main Street Group
Virginia
$291 +$291 +1 New
CA
816
Continuum Advisory
Idaho
$264 +$264 +1 New
DWM
817
Dogwood Wealth Management
Kansas
$4 -$8 – –
FPFS
818
First Personal Financial Services
North Carolina
$1 – – –
Massachusetts Financial Services
819
Massachusetts Financial Services
Massachusetts
– -$979M -2,518,167 Closed
AIM
820
Allen Investment Management
New York
– -$324M -834,321 Closed
FCM
821
Farallon Capital Management
California
– -$311M -799,141 Closed
SC
822
Sculptor Capital
New York
– -$231M -594,424 Closed
Wellington Management Group
823
Wellington Management Group
Massachusetts
– -$186M -477,849 Closed
Coatue Management
824
Coatue Management
New York
– -$128M -330,233 Closed
SCM
825
Steadfast Capital Management
New York
– -$127M -327,500 Closed
31 32
33
34 35