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Charter Communications
CHTR

886 hedge funds and large institutions have $34.9B invested in Charter Communications in 2022 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 269 increasing their positions, 314 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 85

17% more funds holding in top 10

Funds holding in top 10: 30 → 35 (+5)

11% more capital invested

Capital invested by funds: $31.3B → $34.9B (+$3.57B)

6% more funds holding

Funds holding: 837 → 886 (+49)

2.17% more ownership

Funds ownership: 64.32% → 66.49% (+2.2%)

0% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.97B

14% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 314

Holders
886
Holders Change
+49
Holders Change %
+5.85%
% of All Funds
14.24%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.56%
New
153
Increased
269
Reduced
314
Closed
85
Calls
$1.97B
Puts
$1.97B
Net Calls
-$1.35M
Net Calls Change
+$32.4M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$614M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$371M
3
JP Morgan Chase
JP Morgan Chase
New York
+$262M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$160M
5
Citadel Advisors
Citadel Advisors
Florida
+$160M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$289M
2
BlackRock
BlackRock
New York
-$233M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$230M
4
Capital International Investors
Capital International Investors
California
-$211M
5
Capital World Investors
Capital World Investors
California
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Crewe Advisors
Utah
$3.39K -$17.9K -51 -84%
SBL
827
Sargent Bickham Lagudis
Colorado
$3.39K – – –
LF
828
Lee Financial
Texas
$3.05K – – –
SFG
829
Steward Financial Group
Texas
$3K +$3.87K +11 New
LS
830
Leelyn Smith
Illinois
$2.71K – – –
DI
831
Disciplined Investments
Oklahoma
$2.71K +$1.76K +5 +167%
NSIM
832
North Star Investment Management
Illinois
$2.71K +$1.76K +5 +167%
MPCL
833
My Personal CFO LLC
Washington
$2.71K +$2.81K +8 New
FP
834
Financial Perspectives
Minnesota
$2.37K -$15.5K -44 -86%
SCA
835
Stonebridge Capital Advisors
Minnesota
$2.37K -$351 -1 -13%
CM
836
Cornerstone Management
Georgia
$2.37K – – –
HWA
837
HHM Wealth Advisors
Tennessee
$2.37K – – –
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.37K – – –
UCB
839
United Community Bank
South Carolina
$2.37K – – –
CSC
840
Caldwell Sutter Capital
California
$2.37K +$2.46K +7 New
BWA
841
BDO Wealth Advisors
Florida
$2.04K – – –
EE
842
EWG Elevate
California
$2.04K +$2.11K +6 New
RTL
843
Red Tortoise LLC
Georgia
$2.04K +$2.11K +6 New
USCWA
844
U.S. Capital Wealth Advisors
Texas
$2.04K +$2.11K +6 New
TSWM
845
Tyler-Stone Wealth Management
Ohio
$2K – – –
CWC
846
Carolinas Wealth Consulting
North Carolina
$1.7K – – –
DWMG
847
DB Wealth Management Group
California
$1.7K +$1.76K +5 New
MFG
848
Mendota Financial Group
Wisconsin
$1.7K +$1.76K +5 New
IFAM
849
Institutional & Family Asset Management
Colorado
$1.36K – – –
LCM
850
Logan Capital Management
Pennsylvania
$1.36K – – –
32 33
34
35 36

CHTR Hedge Fund Activity: Q4 2022 in Review

886 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2022, worth a combined $34.9B — up 11% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new CHTR positions and 85 closed out — a net gain of 68 holders — while 269 added to existing stakes and 314 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $614M. The largest seller was Citigroup, cutting an estimated $289M.

  • 886 institutional investors held Charter Communications (CHTR) as of Q4 2022, up from 837 in Q3 2022.
  • Funds reported $34.9B of Charter Communications stock for Q4 2022, up 11% quarter-over-quarter.
  • 153 funds opened new Charter Communications positions in Q4 2022 and 85 closed out, a net change of +68 holders.
  • The largest Charter Communications buyer in Q4 2022 was Dodge & Cox, an estimated $614M added.
  • The largest Charter Communications seller in Q4 2022 was Citigroup, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2022.