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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 %
MIM
926
Morningstar Investment Management
Illinois
– -$222K -571 Closed
WAM
927
Walker Asset Management
Missouri
– -$220K -566 Closed
SWA
928
SFMG Wealth Advisors
Texas
– -$220K -566 Closed
SYBT
929
Stock Yards Bank & Trust
Kentucky
– -$220K -565 Closed
SWM
930
Sculati Wealth Management
Michigan
– -$220K -565 Closed
ACA
931
Aptus Capital Advisors
Alabama
– -$216K -555 Closed
ECM
932
Evergreen Capital Management
Washington
– -$215K -554 Closed
PWP
933
Private Wealth Partners
California
– -$215K -552 Closed
QCM
934
QRG Capital Management
Illinois
– -$214K -551 Closed
PIA
935
Powell Investment Advisors
Florida
– -$211K -544 Closed
WPC
936
Wedmont Private Capital
Pennsylvania
– -$205K -541 Closed
VRM
937
Vectors Research Management
New York
– -$208K -537 Closed
CC
938
Courier Capital
New York
– -$209K -537 Closed
DT
939
Diversified Trust
Tennessee
– -$208K -534 Closed
Los Angeles Capital Management
940
Los Angeles Capital Management
California
– -$207K -533 Closed
SIM
941
Sentry Investment Management
Wisconsin
– -$207K -532 Closed
EHC
942
Everett Harris & Co
California
– -$203K -522 Closed
AC
943
Avestar Capital
New York
– -$200K -515 Closed
CG
944
Cutler Group
California
– -$191K -493 Closed
SC
945
Solstein Capital
California
– -$175K -449 Closed
SAM
946
Shell Asset Management
Netherlands
– -$147K -377 Closed
FFA
947
First Foundation Advisors
California
– -$132K -340 Closed
GM
948
GeoWealth Management
Illinois
– -$113K -290 Closed
GWS
949
Glassman Wealth Services
Virginia
– -$88.2K -227 Closed
DEM
950
Disciplined Equity Management
Florida
– -$83.6K -215 Closed
36 37
38
39 40