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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
FHA
876
First Horizon Advisors
Tennessee
$70K -$4.08K -6 -5%
GI
877
Gradient Investments
Minnesota
$69K
SIAP
878
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$68K -$10.2K -15 -13%
CCA
879
Catalyst Capital Advisors
New York
$67K -$5.45K -8 -7%
SWA
880
SOA Wealth Advisors
New York
$65K
IAG
881
Investmark Advisory Group
Connecticut
$65K +$68.8K +101 New
KCM
882
KRS Capital Management
Michigan
$62K +$65.4K +96 New
GEA
883
Glen Eagle Advisors
New Jersey
$60.6K
CWM
884
Curi Wealth Management
North Carolina
$58K +$60.6K +89 New
Koshinski Asset Management
885
Koshinski Asset Management
Illinois
$57.4K +$2.72K +4 +5%
JWA
886
JFS Wealth Advisors
Pennsylvania
$57K -$23.1K -34 -28%
AP
887
Arlington Partners
Alabama
$57K +$8.85K +13 +18%
TWA
888
TCI Wealth Advisors
Arizona
$56K -$15K -22 -20%
AWM
889
Accel Wealth Management
Iowa
$55K
CM
890
Cornerstone Management
Georgia
$54.1K +$56.5K +83 New
AWM
891
AllSquare Wealth Management
New York
$53K
FC
892
Family CFO
California
$53K +$55.2K +81 New
CWS
893
Confluence Wealth Services
Pennsylvania
$53K +$55.8K +82 New
MTIC
894
Missouri Trust & Investment Company
Missouri
$52K +$54.5K +80 New
PMFA
895
Plante Moran Financial Advisors
Michigan
$50K +$25.2K +37 +95%
TC
896
Tacita Capital
Ontario, Canada
$49K
VCM
897
Versant Capital Management
Arizona
$48K -$681 -1 -1%
EWA
898
EverSource Wealth Advisors
Alabama
$48K +$50.4K +74 New
FRA
899
Front Row Advisors
California
$46K -$1.36K -2 -3%
EARNEST Partners
900
EARNEST Partners
Georgia
$46K

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.