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Charter Communications
CHTR

862 hedge funds and large institutions have $35B invested in Charter Communications in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 281 increasing their positions, 307 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $33.3B → $35B (+$1.73B)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

3% more funds holding

Funds holding: 834 → 862 (+28)

0% less call options, than puts

Call options by funds: $843M | Put options by funds: $843M

0.29% less ownership

Funds ownership: 72.23% → 71.94% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 307

Holders
862
Holders Change
+28
Holders Change %
+3.36%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
120
Increased
281
Reduced
307
Closed
80
Calls
$843M
Puts
$843M
Net Calls
-$176K
Net Calls Change
-$78.7M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$407M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$220M
3
Barclays
Barclays
United Kingdom
+$138M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$123M
5
State Street
State Street
Massachusetts
+$96M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$300M
2
Harris Associates
Harris Associates
Illinois
-$278M
3
Citadel Advisors
Citadel Advisors
Florida
-$118M
4
JP Morgan Chase
JP Morgan Chase
New York
-$116M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
826
Pacific Center for Financial Services
California
$1.03K – – –
SIC
827
Salem Investment Counselors
North Carolina
$1.03K – – –
AIM
828
Anchor Investment Management
South Carolina
$1.03K – – –
CTC
829
Cetera Trust Company
Minnesota
$1.03K – – –
OW
830
Olistico Wealth
Oklahoma
$1.03K – – –
PA
831
PSI Advisors
Florida
$1.03K – – –
KFI
832
Key Financial Inc
Pennsylvania
$1.03K +$723 +2 +200%
ATC
833
Adirondack Trust Company
New York
$1.03K +$1.08K +3 New
GSWM
834
Golden State Wealth Management
California
$1.03K +$1.08K +3 New
MMCM
835
Murphy & Mullick Capital Management
New York
$1.03K +$1.08K +3 New
CAL
836
Capital Analysts LLC
Pennsylvania
$1K – – –
FPB
837
First PREMIER Bank
South Dakota
$1K – – –
TFGT
838
TS Financial Group (TSFG)
Illinois
$1K – – –
VNA
839
Valley National Advisers
Pennsylvania
$1K – – –
LCM
840
Logan Capital Management
Pennsylvania
$686 -$723 -2 -50%
BP
841
BNP Paribas
France
$686 – – –
BWL
842
Bogart Wealth LLC
Virginia
$686 – – –
CA
843
Continuum Advisory
Idaho
$686 – – –
JFG
844
JDM Financial Group
Texas
$686 – – –
TCG
845
Transcendent Capital Group
Oklahoma
$686 – – –
TCA
846
Trifecta Capital Advisors
Illinois
$686 – – –
VWA
847
Valued Wealth Advisors
Utah
$686 – – –
PWM
848
Parkworth Wealth Management
California
$686 +$723 +2 New
PWA
849
Principia Wealth Advisory
Texas
$686 +$723 +2 New
CFGS
850
Concourse Financial Group Securities
Alabama
$352 – – –
32 33
34
35 36

CHTR Hedge Fund Activity: Q4 2024 in Review

862 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2024, worth a combined $35B — up 5.2% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CHTR positions and 80 closed out — a net gain of 40 holders — while 281 added to existing stakes and 307 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $407M. The largest seller was Berkshire Hathaway, cutting an estimated $300M.

  • 862 institutional investors held Charter Communications (CHTR) as of Q4 2024, up from 834 in Q3 2024.
  • Funds reported $35B of Charter Communications stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 120 funds opened new Charter Communications positions in Q4 2024 and 80 closed out, a net change of +40 holders.
  • The largest Charter Communications buyer in Q4 2024 was T. Rowe Price Associates, an estimated $407M added.
  • The largest Charter Communications seller in Q4 2024 was Berkshire Hathaway, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2024.