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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
EWM
951
Evermay Wealth Management
Virginia
$13K
SWM
952
Selective Wealth Management
Virginia
$13K
HH
953
HWG Holdings
Texas
$13K +$13.6K +20 New
TC
954
TAP Consulting
Missouri
$13K +$13.6K +20 New
ZIG
955
Zullo Investment Group
Pennsylvania
$13K +$13.6K +20 New
ST
956
Sageworth Trust
Pennsylvania
$12K
SWM
957
Sugarloaf Wealth Management
Georgia
$12K
SN
958
Sittner & Nelson
Oregon
$10K
TC
959
Trust Company
Kansas
$10K
CYG
960
Clean Yield Group
Vermont
$9K
JFA
961
JNBA Financial Advisors
Minnesota
$9K +$9.53K +14 New
LFG
962
Larson Financial Group
Missouri
$8K
ODG
963
O'Dell Group
Ohio
$8K
PB
964
Pinnacle Bancorp
Nebraska
$8K
Jones Financial Companies
965
Jones Financial Companies
Missouri
$8K +$5.45K +8 +160%
SIC
966
Salem Investment Counselors
North Carolina
$8K +$6.13K +9 +225%
DHGWA
967
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$8.85K +13 New
HVM
968
Harvest Volatility Management
Connecticut
$7.12K +$1.68M +2,461 +29%
Canada Pension Plan Investment Board
969
Canada Pension Plan Investment Board
Ontario, Canada
$7K -$490K -720 -99%
PCFFS
970
Pacific Center for Financial Services
California
$7K -$1.36K -2 -17%
FF
971
FourThought Financial
Florida
$7K
SBL
972
Sargent Bickham Lagudis
Colorado
$7K
TF
973
TimeScale Financial
Massachusetts
$7K +$4.77K +7 +233%
SC
974
Sierra Capital
Florida
$7K +$6.81K +10 New
FCT
975
First Community Trust
Iowa
$6.52K +$6.81K +10 New

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.