We are live on ! Find out more
CHTR icon

Charter Communications

771 hedge funds and large institutions have $65B invested in Charter Communications in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 292 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $64.1B → $65B (+$938M)

1% less funds holding

Funds holding: 777771 (-6)

0.91% less ownership

Funds ownership: 72.21%71.3% (-0.91%)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

5% less funds holding in top 10

Funds holding in top 10: 6259 (-3)

17% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 292

47% less call options, than puts

Call options by funds: $405M | Put options by funds: $759M

Holders
771
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
16.91%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
1.29%
New
66
Increased
242
Reduced
292
Closed
67
Calls
$405M
Puts
$759M
Net Calls
-$354M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.93B -$129M -319,809 -3%
BlackRock
2
BlackRock
New York
$4.62B -$29.5M -73,024 -0.6%
Capital International Investors
3
Capital International Investors
California
$4.46B +$570M +1,411,789 +15%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$4.19B +$185M +458,214 +5%
Dodge & Cox
5
Dodge & Cox
California
$3.63B -$1.19B -2,960,977 -25%
State Street
6
State Street
Massachusetts
$3.01B -$117M -290,449 -4%
Capital World Investors
7
Capital World Investors
California
$2.88B -$199M -492,001 -7%
Berkshire Hathaway
8
Berkshire Hathaway
Nebraska
$2.24B
Harris Associates
9
Harris Associates
Illinois
$2.05B -$241M -597,590 -11%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.81B -$205M -508,780 -10%
Invesco
11
Invesco
Georgia
$1.74B -$13.4M -33,321 -0.8%
VAM
12
Veritas Asset Management
United Kingdom
$1.34B +$847K +2,100 +0.1%
LP
13
Longview Partners
Guernsey
$1.33B -$7.16M -17,730 -0.5%
ECU
14
Egerton Capital (UK)
United Kingdom
$1.1B -$84.7M -209,972 -7%
MG
15
Meritage Group
California
$1.08B -$94.8M -234,807 -8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$943M +$144M +357,777 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$932M -$26.8M -66,417 -3%
Franklin Resources
18
Franklin Resources
California
$882M -$249M -617,755 -22%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$843M -$39.9M -98,769 -5%
Northern Trust
20
Northern Trust
Illinois
$770M -$53.6M -132,765 -7%
Norges Bank
21
Norges Bank
Norway
$662M -$12.5M -31,079 -2%
Goldman Sachs
22
Goldman Sachs
New York
$534M +$41.7M +103,241 +9%
JSP
23
Jackson Square Partners
California
$514M -$29.6M -73,381 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$475M -$16.7M -41,279 -3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$466M +$66.4M +164,570 +17%

CHTR Hedge Fund Activity: Q3 2019 in Review

771 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q3 2019, worth a combined $65B — up 1.5% from $64.1B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of CHTR and 66 opened new positions — a net loss of 1 holder — while 292 trimmed existing stakes and 242 added.

The largest buyer was Capital International Investors, adding an estimated $570M. The largest seller was Dodge & Cox, cutting an estimated $1.19B.

  • 771 institutional investors held Charter Communications (CHTR) as of Q3 2019, down from 777 in Q2 2019.
  • Funds reported $65B of Charter Communications stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 66 funds opened new Charter Communications positions in Q3 2019 and 67 closed out, a net change of -1 holder.
  • The largest Charter Communications buyer in Q3 2019 was Capital International Investors, an estimated $570M added.
  • The largest Charter Communications seller in Q3 2019 was Dodge & Cox, an estimated $1.19B sold.

Based on aggregated 13F filings for Q3 2019.