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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
CMA
1001
Cedar Mountain Advisors
Oregon
$4K
HI
1002
Hudock Inc
Pennsylvania
$4K
NFSG
1003
Newbridge Financial Services Group
Florida
$4K +$1.36K +2 +50%
CFCI
1004
Comprehensive Financial Consultants Institutional
Indiana
$4K +$4.77K +7 New
WFS
1005
Widmann Financial Services
Maryland
$4K +$4.77K +7 New
IFAM
1006
Institutional & Family Asset Management
Colorado
$3K
JWM
1007
Janiczek Wealth Management
Colorado
$3K
LCM
1008
Logan Capital Management
Pennsylvania
$3K
RMC
1009
Resources Management Corp
Connecticut
$3K
CSWM
1010
Cassady Schiller Wealth Management
Ohio
$3K +$2.72K +4 New
SPA
1011
Shore Point Advisors
New Jersey
$3K +$3.4K +5 New
WTA
1012
Washington Trust Advisors
Massachusetts
$3K +$3.4K +5 New
RPCONE
1013
Retirement Planning Company of New England
Rhode Island
$3K +$4.08K +6 New
EBA
1014
Eagle Bay Advisors
New York
$2K -$2.72K -4 -57%
AWM
1015
Avior Wealth Management
Nebraska
$2K
BFC
1016
Bedel Financial Consulting
Indiana
$2K
CWA
1017
Clearview Wealth Advisors
Oregon
$2K
CP
1018
Corbenic Partners
Pennsylvania
$2K
DAM
1019
Delta Asset Management
Tennessee
$2K
EWM
1020
Endurance Wealth Management
Rhode Island
$2K
HWA
1021
HHM Wealth Advisors
Tennessee
$2K
MWC
1022
MBM Wealth Consultants
Missouri
$2K
NSIM
1023
North Star Investment Management
Illinois
$2K
TH
1024
TCTC Holdings
Texas
$2K
TCWM
1025
Total Clarity Wealth Management
Illinois
$2K

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.