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Charter Communications

998 hedge funds and large institutions have $81.8B invested in Charter Communications in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.53B | Put options by funds: $2B

0.96% more ownership

Funds ownership: 67.58%68.54% (+0.96%)

4% less funds holding

Funds holding: 1,035998 (-37)

9% less capital invested

Capital invested by funds: $89.5B → $81.8B (-$7.63B)

13% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 384

15% less funds holding in top 10

Funds holding in top 10: 8068 (-12)

25% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 119

Holders
998
Holders Change
-37
Holders Change %
-3.57%
% of All Funds
17.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.19%
New
89
Increased
334
Reduced
384
Closed
119
Calls
$2.53B
Puts
$2B
Net Calls
+$534M
Net Calls Change
-$552M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
926
Front Row Advisors
California
$10K +$10.6K +17 New
WWMSC
927
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$10.6K +17 New
MLFP
928
MPS Loria Financial Planners
Illinois
$9K
CIA
929
CSat Investment Advisory
Michigan
$9K +$3.75K +6 +67%
SBL
930
Sargent Bickham Lagudis
Colorado
$9K +$5K +8 +114%
GLLW
931
Graves Light Lenhart Wealth
Virginia
$8K +$3.12K +5 +71%
LFG
932
Larson Financial Group
Missouri
$7K
LF
933
Lee Financial
Texas
$7K
CAL
934
Capital Analysts LLC
Pennsylvania
$7K +$7.5K +12 New
FP
935
Financial Perspectives
Minnesota
$7K +$2.69M +4,312 +61,600%
BWA
936
BDO Wealth Advisors
Florida
$6K -$43.1K -69 -88%
DWMG
937
DB Wealth Management Group
California
$6K -$1.88K -3 -25%
FF
938
FourThought Financial
Florida
$6K -$1.25K -2 -15%
BWL
939
Bogart Wealth LLC
Virginia
$6K
CA
940
Crewe Advisors
Utah
$6K
FCA
941
FinTrust Capital Advisors
South Carolina
$6K
PCFFS
942
Pacific Center for Financial Services
California
$6K
RBC
943
Roble Belko & Company
Pennsylvania
$6K +$5.62K +9 New
AA
944
AlphaMark Advisors
Kentucky
$5K
LS
945
Leelyn Smith
Illinois
$5K
FMP
946
Financial Management Professionals
Texas
$5K +$625 +1 +14%
RG
947
Retirement Group
California
$5K +$3.12K +5 +167%
BFG
948
Baron Financial Group
New Jersey
$4.32K
M
949
MOTCO
Texas
$4K -$13.7K -22 -76%
CHA
950
Carmichael Hill & Associates
Maryland
$4K

CHTR Hedge Fund Activity: Q1 2021 in Review

998 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2021, worth a combined $81.8B — down 8.5% from $89.5B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CHTR and 89 opened new positions — a net loss of 30 holders — while 384 trimmed existing stakes and 334 added.

The largest buyer was Dodge & Cox, adding an estimated $542M. The largest seller was Vanguard Group, cutting an estimated $444M.

  • 998 institutional investors held Charter Communications (CHTR) as of Q1 2021, down from 1,035 in Q4 2020.
  • Funds reported $81.8B of Charter Communications stock for Q1 2021, down 8.5% quarter-over-quarter.
  • 89 funds opened new Charter Communications positions in Q1 2021 and 119 closed out, a net change of -30 holders.
  • The largest Charter Communications buyer in Q1 2021 was Dodge & Cox, an estimated $542M added.
  • The largest Charter Communications seller in Q1 2021 was Vanguard Group, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2021.