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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 %
ORAM
951
One River Asset Management
Connecticut
– -$83.2K -214 Closed
FBC
952
Fairfield, Bush & Co
Connecticut
– -$66.9K -172 Closed
BCM
953
Bourgeon Capital Management
Connecticut
– -$50.9K -131 Closed
TCWA
954
Turtle Creek Wealth Advisors
Texas
– -$43.9K -113 Closed
AI
955
AXS Investments
New York
– -$29.2K -75 Closed
FFO
956
Fortitude Family Office
Arizona
– -$20.2K -52 Closed
BWP
957
Baldwin Wealth Partners
Massachusetts
– -$17.5K -45 Closed
NFA
958
Northwest Financial Advisors
Virginia
– -$15.6K -40 Closed
BOC
959
Bull Oak Capital
California
– -$12.8K -33 Closed
LA
960
LM Advisors
California
– -$12.4K -32 Closed
HT
961
Headlands Technologies
Illinois
– -$12.4K -32 Closed
FWM
962
Focused Wealth Management
New York
– -$12K -31 Closed
HCP
963
Hexagon Capital Partners
Arkansas
– -$8.16K -21 Closed
ANBT
964
American National Bank & Trust
Texas
– -$7.39K -19 Closed
LIWM
965
Long Island Wealth Management
New York
– -$7K -17 Closed
CI
966
Cordant Inc
Oregon
– -$6.22K -16 Closed
LF
967
Lee Financial
Texas
– -$6.22K -16 Closed
Loomis, Sayles & Company
968
Loomis, Sayles & Company
Massachusetts
– -$5K -14 Closed
AT
969
Arlington Trust
Alabama
– -$5.05K -13 Closed
SSG
970
Summit Securities Group
New York
– -$5K -12 Closed
LFA
971
Level Financial Advisors
New York
– -$4.66K -12 Closed
IBOK
972
Independence Bank of Kentucky
Kentucky
– -$3.89K -10 Closed
RIM
973
Rockbridge Investment Management
New York
– -$3.89K -10 Closed
EC
974
EdgeRock Capital
Colorado
– -$1.92K -6 Closed
LFA
975
Livelsberger Financial Advisory
Ohio
– -$1.94K -5 Closed
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