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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
EWA
1126
Evolution Wealth Advisors
Florida
-$20K -28 Closed
MA
1127
MCF Advisors
Kentucky
-$14K -19 Closed
FCM
1128
Firestone Capital Management
Florida
-$12K -16 Closed
GPA
1129
Guidance Point Advisors
Massachusetts
-$10K -15 Closed
HIIFS
1130
Harel Insurance Investments & Financial Services
Israel
-$11K -15 Closed
CA
1131
Crewe Advisors
Utah
-$7K -10 Closed
EWM
1132
Edge Wealth Management
New York
-$7K -10 Closed
RBC
1133
Roble Belko & Company
Pennsylvania
-$7K -9 Closed
LWM
1134
Liberty Wealth Management
California
-$5K -7 Closed
BFEC
1135
Benjamin F. Edwards & Company
Missouri
-$4K -6 Closed
PFSC
1136
Peoples Financial Services Corp
Pennsylvania
-$4K -6 Closed
HFM
1137
Hartford Financial Management
Connecticut
-$4K -5 Closed
CAL
1138
Capital Analysts LLC
Pennsylvania
-$3K -4 Closed
CPC
1139
Consolidated Planning Corp
Georgia
-$3K -4 Closed
MIFH
1140
Migdal Insurance & Financial Holdings
Israel
-$3K -4 Closed
WT
1141
Washington Trust
Rhode Island
-$3K -4 Closed
LAM
1142
Lountzis Asset Management
Pennsylvania
-$2.18K -3 Closed
WWM
1143
Wolff Wiese Magana
California
-$2K -3 Closed
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
-$1K -2 Closed
APWA
1145
Atlas Private Wealth Advisors
New Jersey
-$1K -1 Closed
CPWM
1146
Cypress Point Wealth Management
Texas
-$1K -1 Closed
HI
1147
Hoey Investments
Pennsylvania
-$1K -1 Closed
KIG
1148
Kowal Investment Group
Wisconsin
-$1K -1 Closed
OAMG
1149
Odey Asset Management Group
United Kingdom
-$1K -1 Closed
PI
1150
PEAK6 Investments
Illinois
-$681 -1 Closed

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.