We are live on ! Find out more
CHTR icon

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
CWP
976
Concord Wealth Partners
Virginia
$2K +$1.88K +3 New
EWM
977
Endurance Wealth Management
Rhode Island
$2K +$1.88K +3 New
SIM
978
Sonora Investment Management
Arizona
$2K +$1.88K +3 New
TCWM
979
Total Clarity Wealth Management
Illinois
$2K +$1.88K +3 New
RWM
980
RBA Wealth Management
California
$1.23K +$1.25K +2 New
WIM
981
Westside Investment Management
California
$1.11K +$266K +425 +31%
BBHC
982
Brown Brothers Harriman & Co
New York
$1.02K +$124K +198 +14%
ME
983
McIlrath & Eck
Washington
$1K -$13.7K -22 -96%
APWA
984
Atlas Private Wealth Advisors
New Jersey
$1K
AWM
985
Atticus Wealth Management
Florida
$1K
CPWM
986
Cypress Point Wealth Management
Texas
$1K
Kayne Anderson Rudnick Investment Management
987
Kayne Anderson Rudnick Investment Management
California
$1K
MF
988
Manchester Financial
California
$1K
NFSG
989
Newbridge Financial Services Group
Florida
$1K
SFP
990
Sterling Financial Planning
New Jersey
$1K
SJIM
991
St. Johns Investment Management
Florida
$1K
TFA
992
Transamerica Financial Advisors
Florida
$1K
MWA
993
Moser Wealth Advisors
Washington
$1K +$625 +1 New
FI
994
FormulaFolio Investments
Michigan
$1K +$1.25K +2 New
LCM
995
Logan Capital Management
Pennsylvania
$1K +$1.25K +2 New
WP
996
WealthShield Partners
North Carolina
$1K +$1.25K +2 New
MGIM
997
M&G Investment Management
United Kingdom
$316 -$23.7K -38 -7%
SWM
998
Sugarloaf Wealth Management
Georgia
$12
SCM
999
Suvretta Capital Management
New York
-$190M -287,581 Closed
1832 Asset Management
1000
1832 Asset Management
Ontario, Canada
-$149M -226,900 Closed

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.