We are live on ! Find out more
CHTR icon

Charter Communications

1,044 hedge funds and large institutions have $78.4B invested in Charter Communications in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 327 increasing their positions, 379 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 106

3% more funds holding

Funds holding: 1,0111,044 (+33)

0.81% less ownership

Funds ownership: 68.05%67.23% (-0.81%)

14% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 379

14% less capital invested

Capital invested by funds: $90.9B → $78.4B (-$12.5B)

24% less funds holding in top 10

Funds holding in top 10: 7255 (-17)

26% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $5.12B

Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
16.07%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
0.85%
New
154
Increased
327
Reduced
379
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
926
Bourgeon Capital Management
Connecticut
$27K
BA
927
Bivin & Associates
Oklahoma
$26K +$27.2K +40 New
BCM
928
Blume Capital Management
California
$26K +$27.2K +40 New
MTWM
929
Masso Torrence Wealth Management
New Jersey
$26K +$27.2K +40 New
GAM
930
Gemmer Asset Management
California
$25K -$2.72K -4 -9%
CH
931
Canton Hathaway
Rhode Island
$25K
WWMSC
932
Wagner Wealth Management (South Carolina)
South Carolina
$24K +$13.6K +20 +118%
KTC
933
Kistler-Tiffany Companies
Pennsylvania
$23K
CA
934
Cornerstone Advisory
Maryland
$23K +$23.8K +35 New
TFS
935
TrustCore Financial Services
Tennessee
$21K -$5.45K -8 -20%
HFA
936
HC Financial Advisors
California
$21K
CWC
937
Carolinas Wealth Consulting
North Carolina
$21K +$7.49K +11 +52%
NIC
938
Northwest Investment Counselors
Oregon
$21K +$21.8K +32 New
APC
939
Aspire Private Capital
North Carolina
$20K
BAM
940
Bellevue Asset Management
Washington
$18K
FWM
941
Focused Wealth Management
New York
$18K
GWSG
942
GPS Wealth Strategies Group
Colorado
$18K
OC
943
Oakworth Capital
Alabama
$18K
OSNBOA
944
Old Second National Bank of Aurora
Illinois
$18K
AssetMark Inc
945
AssetMark Inc
California
$17K
PA
946
PSI Advisors
Florida
$16K
UIA
947
Ulland Investment Advisors
Minnesota
$16K +$17K +25 New
TFM
948
TFC Financial Management
Massachusetts
$14K
BIA
949
Bell Investment Advisors
California
$13K -$18.4K -27 -57%
MUMSS
950
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K -$13.6K -20 -50%

CHTR Hedge Fund Activity: Q4 2021 in Review

1,044 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2021, worth a combined $78.4B — down 14% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CHTR positions and 106 closed out — a net gain of 48 holders — while 327 added to existing stakes and 379 trimmed.

The largest buyer was Veritas Asset Management, adding an estimated $430M. The largest seller was Fidelity Investments, cutting an estimated $862M.

  • 1,044 institutional investors held Charter Communications (CHTR) as of Q4 2021, up from 1,011 in Q3 2021.
  • Funds reported $78.4B of Charter Communications stock for Q4 2021, down 14% quarter-over-quarter.
  • 154 funds opened new Charter Communications positions in Q4 2021 and 106 closed out, a net change of +48 holders.
  • The largest Charter Communications buyer in Q4 2021 was Veritas Asset Management, an estimated $430M added.
  • The largest Charter Communications seller in Q4 2021 was Fidelity Investments, an estimated $862M sold.

Based on aggregated 13F filings for Q4 2021.