We are live on ! Find out more
CHTR icon

Charter Communications

1,044 hedge funds and large institutions have $78.4B invested in Charter Communications in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 327 increasing their positions, 379 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 106

3% more funds holding

Funds holding: 1,0111,044 (+33)

0.81% less ownership

Funds ownership: 68.05%67.23% (-0.81%)

14% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 379

14% less capital invested

Capital invested by funds: $90.9B → $78.4B (-$12.5B)

24% less funds holding in top 10

Funds holding in top 10: 7255 (-17)

26% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $5.12B

Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
16.07%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
0.85%
New
154
Increased
327
Reduced
379
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
826
Blue Bell Private Wealth Management
Pennsylvania
$198K +$206K +303 New
CT
827
Cambridge Trust
Massachusetts
$191K +$200K +293 New
WTC
828
WhitTier Trust Company
Nevada
$188K -$11.6K -17 -6%
NIMI
829
Natixis Investment Managers International
France
$185K -$62K -91 -24%
RIM
830
Rockbridge Investment Management
New York
$168K +$17K +25 +11%
APP
831
Alpha Paradigm Partners
Illinois
$166K -$275K -404 -61%
AG
832
AIA Group
Hong Kong
$164K -$3.74M -5,500 -96%
O
833
Ossiam
France
$160K -$14.1M -20,734 -99%
MHR
834
Matthew Hamilton Rosenberg
$155K +$12.3K +18 +8%
WPA
835
West Paces Advisors
Georgia
$153K -$98K -144 -38%
CA
836
CoreCap Advisors
Michigan
$151K +$157K +231 New
CFB
837
Cullen/Frost Bankers
Texas
$141K +$2.72K +4 +2%
CFG
838
CKW Financial Group
Hawaii
$140K -$10.2K -15 -7%
EDRH
839
Edmond de Rothschild Holding
Switzerland
$135K -$3.68M -5,400 -63%
RCG
840
Rock Creek Group
District of Columbia
$135K -$16.3K -24 -10%
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K
PK
842
Pflug Koory
Nebraska
$133K
KPCM
843
Kings Point Capital Management
New York
$127K
PFBT
844
Parkside Financial Bank & Trust
Missouri
$125K +$2.04K +3 +2%
CFO
845
CVA Family Office
Colorado
$124K +$129K +190 New
First Eagle Investment Management
846
First Eagle Investment Management
New York
$121K +$127K +186 New
TAIM
847
TD Ameritrade Investment Management
Nebraska
$115K -$14.3K -21 -11%
ZB
848
Zions Bancorporation
Utah
$115K +$16.3K +24 +16%
SWA
849
Sutton Wealth Advisors
Florida
$113K +$681 +1 +0.6%
AWA
850
Amplius Wealth Advisors
Pennsylvania
$112K +$118K +173 New

CHTR Hedge Fund Activity: Q4 2021 in Review

1,044 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2021, worth a combined $78.4B — down 14% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CHTR positions and 106 closed out — a net gain of 48 holders — while 327 added to existing stakes and 379 trimmed.

The largest buyer was Veritas Asset Management, adding an estimated $430M. The largest seller was Fidelity Investments, cutting an estimated $862M.

  • 1,044 institutional investors held Charter Communications (CHTR) as of Q4 2021, up from 1,011 in Q3 2021.
  • Funds reported $78.4B of Charter Communications stock for Q4 2021, down 14% quarter-over-quarter.
  • 154 funds opened new Charter Communications positions in Q4 2021 and 106 closed out, a net change of +48 holders.
  • The largest Charter Communications buyer in Q4 2021 was Veritas Asset Management, an estimated $430M added.
  • The largest Charter Communications seller in Q4 2021 was Fidelity Investments, an estimated $862M sold.

Based on aggregated 13F filings for Q4 2021.