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Charter Communications

834 hedge funds and large institutions have $33.3B invested in Charter Communications in 2024 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 277 increasing their positions, 273 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 66

10% more call options, than puts

Call options by funds: $863M | Put options by funds: $784M

6% more funds holding

Funds holding: 785834 (+49)

6% more capital invested

Capital invested by funds: $31.4B → $33.3B (+$1.95B)

1% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 273

0.59% less ownership

Funds ownership: 72.83%72.23% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
834
Holders Change
+49
Holders Change %
+6.24%
% of All Funds
11.98%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
125
Increased
277
Reduced
273
Closed
66
Calls
$863M
Puts
$784M
Net Calls
+$78.6M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
801
Tradewinds Capital Management
Washington
$973
TWD
802
True Wealth Design
Ohio
$973 +$336 +1 +50%
PA
803
PSI Advisors
Florida
$972 -$29.6K -88 -97%
AIM
804
Anchor Investment Management
South Carolina
$972
AF
805
Arrow Financial
New York
$972
CTC
806
Cetera Trust Company
Minnesota
$972
OW
807
Olistico Wealth
Oklahoma
$972
CPA
808
Capital Performance Advisors
California
$972 +$1.01K +3 New
CA
809
Claris Advisors
Missouri
$972 +$1.01K +3 New
DWM
810
Darwin Wealth Management
Florida
$972 +$1.01K +3 New
PS
811
Planned Solutions
California
$972 +$1.01K +3 New
CA
812
Continuum Advisory
Idaho
$789 +$336 +1 +100%
TCA
813
Trifecta Capital Advisors
Illinois
$649
VWA
814
Valued Wealth Advisors
Utah
$649 +$673 +2 New
BP
815
BNP Paribas
France
$648
BWL
816
Bogart Wealth LLC
Virginia
$648
TCG
817
Transcendent Capital Group
Oklahoma
$648
WT
818
Washington Trust
Rhode Island
$648
HWP
819
Highline Wealth Partners
California
$648 +$336 +1 +100%
FCM
820
Fourpath Capital Management
Oklahoma
$648 +$673 +2 New
HC
821
Hara Capital
Washington
$648 +$673 +2 New
JFG
822
JDM Financial Group
Texas
$648 +$673 +2 New
RTC
823
Riverview Trust Company
Washington
$648 +$673 +2 New
VAMG
824
Voisard Asset Management Group
Michigan
$325 +$336 +1 New
CFGS
825
Concourse Financial Group Securities
Alabama
$324 -$8.07K -24 -96%

CHTR Hedge Fund Activity: Q3 2024 in Review

834 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q3 2024, worth a combined $33.3B — up 6.2% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CHTR positions and 66 closed out — a net gain of 59 holders — while 277 added to existing stakes and 273 trimmed.

The largest buyer was Norges Bank, adding an estimated $749M. The largest seller was Parnassus Investments, exiting entirely with an estimated $790M sold.

  • 834 institutional investors held Charter Communications (CHTR) as of Q3 2024, up from 785 in Q2 2024.
  • Funds reported $33.3B of Charter Communications stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 125 funds opened new Charter Communications positions in Q3 2024 and 66 closed out, a net change of +59 holders.
  • The largest Charter Communications buyer in Q3 2024 was Norges Bank, an estimated $749M added.
  • The largest Charter Communications seller in Q3 2024 was Parnassus Investments, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2024.