We are live on ! Find out more
CHTR icon

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
WBC
851
West Branch Capital
Massachusetts
$1.36K – – –
CWP
852
Concord Wealth Partners
Virginia
$1.36K +$1.41K +4 New
AWM
853
Avior Wealth Management
Nebraska
$1.3K – – –
MCA
854
Maryland Capital Advisors
Maryland
$1.02K – – –
TH
855
TCTC Holdings
Texas
$1.02K – – –
TCM
856
Tradewinds Capital Management
Washington
$1.02K – – –
GFWA
857
Grey Fox Wealth Advisors
Delaware
$1.02K +$1.05K +3 New
TWD
858
True Wealth Design
Ohio
$1.02K +$1.05K +3 New
AF
859
Arrow Financial
New York
$1K – – –
MWC
860
MBM Wealth Consultants
Missouri
$1K – – –
TFA
861
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
862
TS Financial Group (TSFG)
Illinois
$1K – – –
VNA
863
Valley National Advisers
Pennsylvania
$1K – – –
FPB
864
First PREMIER Bank
South Dakota
$1K +$1.41K +4 New
TF
865
TimeScale Financial
Massachusetts
$910 – – –
MYAM
866
Meiji Yasuda Asset Management
Japan
$869 -$882K -2,510 -49%
ECM
867
Everence Capital Management
Indiana
$855 +$886K +2,520 New
WIM
868
Westside Investment Management
California
$747 +$108K +306 +16%
BWL
869
Bogart Wealth LLC
Virginia
$678 -$3.16K -9 -82%
NFSG
870
Newbridge Financial Services Group
Florida
$678 -$703 -2 -50%
WWM
871
Wolff Wiese Magana
California
$678 -$351 -1 -33%
AA
872
Addison Advisors
Vermont
$678 – – –
CAS
873
Coppell Advisory Solutions
Texas
$678 +$703 +2 New
CASC
874
Coppell Advisory Solutions Corp
Texas
$678 +$703 +2 New
TCA
875
Trifecta Capital Advisors
Illinois
$678 +$703 +2 New
33 34
35
36 37

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.