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Charter Communications

992 hedge funds and large institutions have $61.3B invested in Charter Communications in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 324 increasing their positions, 373 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 67.23%65.38% (-1.8%)

5% less funds holding

Funds holding: 1,044992 (-52)

13% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 373

16% less funds holding in top 10

Funds holding in top 10: 5546 (-9)

22% less capital invested

Capital invested by funds: $78.4B → $61.3B (-$17.1B)

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 148

45% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.95B

Holders
992
Holders Change
-52
Holders Change %
-4.98%
% of All Funds
15.65%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.73%
New
107
Increased
324
Reduced
373
Closed
148
Calls
$1.06B
Puts
$1.95B
Net Calls
-$887M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
1076
JSF Financial
California
-$234K -359 Closed
SF
1077
Synovus Financial
Georgia
-$232K -359 Closed
WSTAM
1078
Wilbanks Smith & Thomas Asset Management
Virginia
-$234K -359 Closed
BWA
1079
Burt Wealth Advisors
Maryland
-$233K -358 Closed
BAS
1080
Brown Advisory Securities
Maryland
-$232K -356 Closed
VVP
1081
Venture Visionary Partners
Ohio
-$227K -349 Closed
JCM
1082
Jacobi Capital Management
Pennsylvania
-$227K -348 Closed
DDC
1083
DF Dent & Co
Maryland
-$226K -346 Closed
OPCM
1084
Osborne Partners Capital Management
California
-$224K -344 Closed
LCS
1085
Levin Capital Strategies
New York
-$223K -342 Closed
ML
1086
Mayport LLC
Massachusetts
-$223K -342 Closed
WF
1087
WoodTrust Financial
Wisconsin
-$223K -342 Closed
MGIM
1088
M&G Investment Management
United Kingdom
-$220 -337 Closed
FOA
1089
Five Oceans Advisors
California
-$219K -336 Closed
BTWM
1090
Baker Tilly Wealth Management
Wisconsin
-$218K -335 Closed
IAIM
1091
International Assets Investment Management
Florida
-$216K -332 Closed
MIC
1092
Meridian Investment Counsel
California
-$216K -332 Closed
EH
1093
Equitable Holdings
New York
-$214K -329 Closed
RWP
1094
RWA Wealth Partners
Massachusetts
-$214K -328 Closed
SAM
1095
Synergy Asset Management
Washington
-$213K -327 Closed
RCAG
1096
Rehmann Capital Advisory Group
Michigan
-$211K -324 Closed
IHL
1097
Investment House LLC
California
-$211K -323 Closed
MNBTD
1098
Moody National Bank Trust Division
Texas
-$210K -322 Closed
HHGA
1099
Halbert Hargrove Global Advisors
California
-$209K -320 Closed
WF
1100
Welch & Forbes
Massachusetts
-$207K -317 Closed

CHTR Hedge Fund Activity: Q1 2022 in Review

992 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2022, worth a combined $61.3B — down 22% from $78.4B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of CHTR and 107 opened new positions — a net loss of 41 holders — while 373 trimmed existing stakes and 324 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $986M. The largest seller was TCI Fund Management, cutting an estimated $4.51B.

  • 992 institutional investors held Charter Communications (CHTR) as of Q1 2022, down from 1,044 in Q4 2021.
  • Funds reported $61.3B of Charter Communications stock for Q1 2022, down 22% quarter-over-quarter.
  • 107 funds opened new Charter Communications positions in Q1 2022 and 148 closed out, a net change of -41 holders.
  • The largest Charter Communications buyer in Q1 2022 was Massachusetts Financial Services, an estimated $986M added.
  • The largest Charter Communications seller in Q1 2022 was TCI Fund Management, an estimated $4.51B sold.

Based on aggregated 13F filings for Q1 2022.