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Charter Communications
CHTR

906 hedge funds and large institutions have $38.5B invested in Charter Communications in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 261 increasing their positions, 338 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 91

12% more call options, than puts

Call options by funds: $1.24B | Put options by funds: $1.1B

2% more funds holding

Funds holding: 888 → 906 (+18)

1.25% more ownership

Funds ownership: 65.82% → 67.07% (+1.2%)

11% less capital invested

Capital invested by funds: $43.3B → $38.5B (-$4.78B)

23% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 338

37% less funds holding in top 10

Funds holding in top 10: 43 → 27 (-16)

Holders
906
Holders Change
+18
Holders Change %
+2.03%
% of All Funds
13.21%
Holding in Top 10
27
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-37.21%
% of All Funds
0.39%
New
129
Increased
261
Reduced
338
Closed
91
Calls
$1.24B
Puts
$1.1B
Net Calls
+$135M
Net Calls Change
-$409M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$427M
2
State Street
State Street
Massachusetts
+$248M
3
Parnassus Investments
Parnassus Investments
California
+$189M
4
Capital International Investors
Capital International Investors
California
+$174M
5
Invesco
Invesco
Georgia
+$147M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$236M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$217M
3
VAM
Veritas Asset Management
United Kingdom
-$200M
4
Bank of America
Bank of America
North Carolina
-$196M
5
FCM
Farallon Capital Management
California
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
851
Colonial Trust Advisors
South Carolina
$2.33K – – –
TSWM
852
Tyler-Stone Wealth Management
Ohio
$2.33K – – –
CJ
853
Caitlin John
Michigan
$2.33K +$2.45K +6 New
OPTFSNA
854
Old Point Trust & Financial Services N A
Virginia
$2.33K +$2.45K +6 New
CAL
855
Capital Analysts LLC
Pennsylvania
$2K – – –
FPB
856
First PREMIER Bank
South Dakota
$2K – – –
MFG
857
Mendota Financial Group
Wisconsin
$1.94K – – –
RAM
858
Riggs Asset Management
Pennsylvania
$1.94K – – –
CWC
859
Carolinas Wealth Consulting
North Carolina
$1.94K – – –
CPG
860
Cornerstone Planning Group
New Jersey
$1.94K – – –
DWMG
861
DB Wealth Management Group
California
$1.94K – – –
AFWM
862
Abich Financial Wealth Management
Virginia
$1.94K +$2.04K +5 New
CTB
863
Country Trust Bank
Illinois
$1.94K +$2.04K +5 New
LFA
864
Livelsberger Financial Advisory
Ohio
$1.94K +$2.04K +5 New
EC
865
EdgeRock Capital
Colorado
$1.92K +$2.45K +6 New
VWA
866
Valued Wealth Advisors
Utah
$1.76K +$1.63K +4 New
DFA
867
DHJJ Financial Advisors
Illinois
$1.55K – – –
IFAM
868
Institutional & Family Asset Management
Colorado
$1.55K – – –
MCA
869
Maryland Capital Advisors
Maryland
$1.55K – – –
NSG
870
Nalls Sherbakoff Group
Tennessee
$1.55K – – –
PCTC
871
Perkins Coie Trust Company
Washington
$1.55K -$408 -1 -20%
LCM
872
Logan Capital Management
Pennsylvania
$1.55K – – –
AWM
873
Avior Wealth Management
Nebraska
$1.49K – – –
PCFFS
874
Pacific Center for Financial Services
California
$1.17K – – –
SIC
875
Salem Investment Counselors
North Carolina
$1.17K – – –
33 34
35
36 37

CHTR Hedge Fund Activity: Q4 2023 in Review

906 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2023, worth a combined $38.5B — down 11% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new CHTR positions and 91 closed out — a net gain of 38 holders — while 261 added to existing stakes and 338 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $427M. The largest seller was JP Morgan Chase, cutting an estimated $236M.

  • 906 institutional investors held Charter Communications (CHTR) as of Q4 2023, up from 888 in Q3 2023.
  • Funds reported $38.5B of Charter Communications stock for Q4 2023, down 11% quarter-over-quarter.
  • 129 funds opened new Charter Communications positions in Q4 2023 and 91 closed out, a net change of +38 holders.
  • The largest Charter Communications buyer in Q4 2023 was Morgan Stanley, an estimated $427M added.
  • The largest Charter Communications seller in Q4 2023 was JP Morgan Chase, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2023.