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
BWL
976
Bogart Wealth LLC
Virginia
$6K
DWMG
977
DB Wealth Management Group
California
$6K
FMP
978
Financial Management Professionals
Texas
$6K +$681 +1 +13%
SC
979
Schubert & Co
Texas
$6K +$6.13K +9 New
S
980
Surevest
California
$6K +$6.13K +9 New
CFRPA
981
Castle Financial & Retirement Planning Associates
New Jersey
$6K +$6.81K +10 New
LF
982
Lee Financial
Texas
$5K -$2.72K -4 -36%
GLLW
983
Graves Light Lenhart Wealth
Virginia
$5K
LWANC
984
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
LS
985
Leelyn Smith
Illinois
$5K
M
986
MOTCO
Texas
$5K
RG
987
Retirement Group
California
$5K
SCA
988
Stonebridge Capital Advisors
Minnesota
$5K
AIP
989
Ahrens Investment Partners
Louisiana
$5K +$4.77K +7 New
CAC
990
Core Alternative Capital
Georgia
$5K +$4.77K +7 New
ETI
991
Enterprise Trust & Investment
California
$5K +$4.77K +7 New
M1FG
992
Mach-1 Financial Group
Arkansas
$5K +$5.45K +8 New
MTCM
993
Mint Tower Capital Management
Netherlands
$5K +$5.45K +8 New
TSWM
994
Tyler-Stone Wealth Management
Ohio
$5K +$5.45K +8 New
BFG
995
Baron Financial Group
New Jersey
$4.56K
FP
996
Financial Perspectives
Minnesota
$4.56K
UCB
997
United Community Bank
South Carolina
$4.56K +$4.77K +7 New
AA
998
AlphaMark Advisors
Kentucky
$4K -$1.36K -2 -25%
BWA
999
BDO Wealth Advisors
Florida
$4K
CHA
1000
Carmichael Hill & Associates
Maryland
$4K

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.