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Charter Communications
CHTR

Overview Fund Activity

899 hedge funds and large institutions have $38.5B invested in Charter Communications in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 258 increasing their positions, 336 reducing their positions, and 91 closing their positions.

Holders
899
Holders Change
+16
Holders Change %
+1.81%
% of All Funds
13.18%
Holding in Top 10
27
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-37.21%
% of All Funds
0.4%
New
127
Increased
258
Reduced
336
Closed
91
Calls
$1.24B
Puts
$1.1B
Net Calls
+$135M
Net Calls Change
-$409M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$868M
2
State Street
2
State Street
Massachusetts
$2.26B
3
Parnassus Investments
3
Parnassus Investments
California
$630M
4
Capital International Investors
4
Capital International Investors
California
$2.67B
5
Invesco
5
Invesco
Georgia
$750M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$906M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$979M
3
VAM
3
Veritas Asset Management
United Kingdom
$681M
4
Bank of America
4
Bank of America
North Carolina
$121M
5
FCM
5
Farallon Capital Management
California
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
MSWM
876
McGlone Suttner Wealth Management
Wisconsin
$1.17K 3 +3 New
CTC
877
Cetera Trust Company
Minnesota
$1.17K 3 +3 New
BGAI
878
Bruce G. Allen Investments
Colorado
$1.17K 3 +3 New
TVAMP
879
Tennessee Valley Asset Management Partners
Tennessee
$1.17K 3 +3 New
AW
880
Avion Wealth
Texas
$1K 2 -2 -50%
TFA
881
Transamerica Financial Advisors
Florida
$1K 1 – –
VNA
882
Valley National Advisers
Pennsylvania
$1K 3 – –
TFGT
883
TS Financial Group (TSFG)
Illinois
$1K 3 – –
CAM
884
ClariVest Asset Management
California
$785 2 – –
TWD
885
True Wealth Design
Ohio
$778 2 – –
TCA
886
Trifecta Capital Advisors
Illinois
$778 2 – –
FGA
887
Fortis Group Advisors
New Jersey
$778 2 +1 +100%
BWL
888
Bogart Wealth LLC
Virginia
$777 2 – –
TCG
889
Transcendent Capital Group
Oklahoma
$777 2 +2 New
T
890
Tidemark
California
$648 2 +2 New
WA
891
WestEnd Advisors
North Carolina
$389 1 – –
DWA
892
Delos Wealth Advisors
Texas
$389 1 – –
TWP
893
TFO Wealth Partners
Ohio
$389 1 – –
RA
894
Rise Advisors
New York
$389 1 – –
GWSA
895
Global Wealth Strategies & Associates
Colorado
$389 1 – –
PA
896
Pineridge Advisors
Missouri
$389 1 +1 New
PIS
897
POM Investment Strategies
North Carolina
$389 1 +1 New
EWM
898
Evermay Wealth Management
Virginia
$389 1 +1 New
CPA
899
Clear Point Advisors
New York
$389 1 +1 New
DWM
900
Dogwood Wealth Management
Kansas
– – – –
34 35
36
37 38