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Charter Communications
CHTR

Overview Fund Activity

817 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-83
Holders Change %
-9.22%
% of All Funds
11.84%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
246
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.07B
2
Dodge & Cox
2
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$828M
4
Franklin Resources
4
Franklin Resources
California
$811M
5
UBS Group
5
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
AIM
2
Allen Investment Management
New York
$0
3
FCM
3
Farallon Capital Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
901
LRT Capital Management
Texas
– -$348K -895 Closed
BSW
902
Buckingham Strategic Wealth
Missouri
– -$341K -878 Closed
PP
903
PDS Planning
Ohio
– -$334K -859 Closed
BFIM
904
Beese Fulmer Investment Management
Ohio
– -$325K -836 Closed
AFT
905
Alpha Family Trust
California
– -$323K -830 Closed
NFA
906
Northern Financial Advisors
Michigan
– -$319K -820 Closed
FC
907
Fusion Capital
South Carolina
– -$318K -818 Closed
MS
908
Maven Securities
Jersey
– -$299K -770 Closed
AM
909
AGF Management
Ontario, Canada
– -$297K -765 Closed
BIG
910
Brooklyn Investment Group
New York
– -$285K -734 Closed
SA
911
Strategic Advocates
Utah
– -$267K -686 Closed
DOA
912
D'Orazio & Associates
Virginia
– -$259K -666 Closed
MCWA
913
Meadow Creek Wealth Advisors
Georgia
– -$258K -663 Closed
ECG
914
Edge Capital Group
Georgia
– -$250K -642 Closed
TSW
915
Thompson Siegel & Walmsley
Virginia
– -$246K -634 Closed
KOC
916
Koss-Olinger Consulting
Florida
– -$244K -627 Closed
JDR
917
Jay D. Rosenbaum
– -$243K -625 Closed
CWM
918
Congress Wealth Management
Massachusetts
– -$242K -622 Closed
AWS
919
Atria Wealth Solutions
New York
– -$241K -619 Closed
MOS
920
MGO One Seven
Ohio
– -$236K -606 Closed
JFG
921
Jefferies Financial Group
New York
– -$234K -601 Closed
PCP
922
Proficio Capital Partners
Massachusetts
– -$228K -587 Closed
BAM
923
Belpointe Asset Management
Nevada
– -$228K -586 Closed
DI
924
Diligent Investors
California
– -$225K -579 Closed
FHA
925
Flagship Harbor Advisors
Massachusetts
– -$222K -571 Closed
35 36
37
38 39