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Charter Communications

992 hedge funds and large institutions have $61.3B invested in Charter Communications in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 324 increasing their positions, 373 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 67.23%65.38% (-1.8%)

5% less funds holding

Funds holding: 1,044992 (-52)

13% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 373

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

22% less capital invested

Capital invested by funds: $78.4B → $61.3B (-$17.1B)

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 148

45% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.95B

Holders
992
Holders Change
-52
Holders Change %
-4.98%
% of All Funds
15.65%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.73%
New
107
Increased
324
Reduced
373
Closed
148
Calls
$1.06B
Puts
$1.95B
Net Calls
-$887M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
901
AssetMark Inc
California
$14K
PA
902
PSI Advisors
Florida
$14K
UIA
903
Ulland Investment Advisors
Minnesota
$14K
RG
904
Retirement Group
California
$13K +$9.39K +16 +200%
GAM
905
Gemmer Asset Management
California
$12K -$9.39K -16 -41%
TFM
906
TFC Financial Management
Massachusetts
$12K
EWM
907
Evermay Wealth Management
Virginia
$11K
SWM
908
Selective Wealth Management
Virginia
$11K
ZIG
909
Zullo Investment Group
Pennsylvania
$11K
HWMA
910
Heritage Wealth Management (Arizona)
Arizona
$11K +$12.3K +21 New
PFS
911
Prospera Financial Services
Texas
$11K +$12.3K +21 New
IA
912
IndexIQ Advisors
New York
$10K -$2.77M -4,717 -100%
EDRH
913
Edmond de Rothschild Holding
Switzerland
$10K -$1.88M -3,200 -99%
HH
914
HWG Holdings
Texas
$10K -$1.17K -2 -10%
ST
915
Sageworth Trust
Pennsylvania
$10K
SWM
916
Sugarloaf Wealth Management
Georgia
$10K
HFA
917
HC Financial Advisors
California
$9K -$9.39K -16 -50%
SN
918
Sittner & Nelson
Oregon
$9K
TC
919
Trust Company
Kansas
$9K
CYG
920
Clean Yield Group
Vermont
$9K +$1.17K +2 +14%
CI
921
Cordant Inc
Oregon
$9K +$9.98K +17 New
CI Investments Inc
922
CI Investments Inc
Ontario, Canada
$8K -$80.4K -137 -91%
JFA
923
JNBA Financial Advisors
Minnesota
$8K
FMP
924
Financial Management Professionals
Texas
$8K +$3.52K +6 +67%
PCOC
925
Power Corp of Canada
Canada
$8K +$8.81K +15 New

CHTR Hedge Fund Activity: Q1 2022 in Review

992 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2022, worth a combined $61.3B — down 22% from $78.4B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of CHTR and 107 opened new positions — a net loss of 41 holders — while 373 trimmed existing stakes and 324 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $986M. The largest seller was TCI Fund Management, cutting an estimated $4.51B.

  • 992 institutional investors held Charter Communications (CHTR) as of Q1 2022, down from 1,044 in Q4 2021.
  • Funds reported $61.3B of Charter Communications stock for Q1 2022, down 22% quarter-over-quarter.
  • 107 funds opened new Charter Communications positions in Q1 2022 and 148 closed out, a net change of -41 holders.
  • The largest Charter Communications buyer in Q1 2022 was Massachusetts Financial Services, an estimated $986M added.
  • The largest Charter Communications seller in Q1 2022 was TCI Fund Management, an estimated $4.51B sold.

Based on aggregated 13F filings for Q1 2022.