We are live on ! Find out more
CHTR icon

Charter Communications

785 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 824785 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
785
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.34%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
876
Riverview Trust Company
Washington
-$39.5K -136 Closed
FIM
877
Fernwood Investment Management
Massachusetts
-$37.8K -130 Closed
TFA
878
Toth Financial Advisory
Virginia
-$36.3K -125 Closed
NCTC
879
New Covenant Trust Company
Indiana
-$34K -117 Closed
WIA
880
Wetzel Investment Advisors
Indiana
-$24.4K -94 Closed
OIAM
881
OFI Invest Asset Management
France
-$21K -78 Closed
EC
882
EntryPoint Capital
New York
-$13.7K -47 Closed
SWS
883
SYSTM Wealth Solutions
Illinois
-$13.7K -47 Closed
CCM
884
CAAS Capital Management
New York
-$10.1K -37 Closed
NIC
885
Northwest Investment Counselors
Oregon
-$8.14K -28 Closed
UIA
886
Ulland Investment Advisors
Minnesota
-$7K -25 Closed
AEPWM
887
Atlantic Edge Private Wealth Management
Florida
-$4.65K -16 Closed
KFI
888
Key Financial Inc
Pennsylvania
-$3.2K -11 Closed
EC
889
Elequin Capital
New York
-$2.91K -10 Closed
IPW
890
Impact Partnership Wealth
Georgia
-$2.03K -7 Closed
CJ
891
Caitlin John
Michigan
-$1.74K -6 Closed
CFFP
892
Center for Financial Planning
Michigan
-$1.45K -5 Closed
MFG
893
Mendota Financial Group
Wisconsin
-$1.45K -5 Closed
NFSG
894
Newbridge Financial Services Group
Florida
-$872 -3 Closed
KSWA
895
Kathleen S. Wright Associates
Pennsylvania
-$581 -2 Closed
CTA
896
Colonial Trust Advisors
South Carolina
-$291 -1 Closed
FFWM
897
Future Financial Wealth Management
Ohio
-$291 -1 Closed
EFMH
898
E Fund Management (HK)
Hong Kong
+$273 +1 New

CHTR Hedge Fund Activity: Q2 2024 in Review

785 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 785 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 824 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.