Charter Communications
CHTR
859 hedge funds and large institutions have $73.2B invested in Charter Communications in 2019 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 249 increasing their positions, 286 reducing their positions, and 52 closing their positions.
198% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 52
13% more capital invested
Capital invested by funds: $65B → $73.2B (+$8.17B)
11% more funds holding
Funds holding: 771 → 859 (+88)
8% more funds holding in top 10
Funds holding in top 10: 59 → 64 (+5)
1% less ownership
Funds ownership: 71.3% → 70.3% (-1%)
13% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 286
34% less call options, than puts
Call options by funds: $799M | Put options by funds: $1.22B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$247M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$193M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$172M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$160M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.12B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$568M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$480M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$472M |
| 5 |
JP Morgan Chase
New York
|
-$325M |
CHTR Hedge Fund Activity: Q4 2019 in Review
859 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2019, worth a combined $73.2B — up 13% from $65B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new CHTR positions and 52 closed out — a net gain of 103 holders — while 249 added to existing stakes and 286 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $247M. The largest seller was Invesco, cutting an estimated $1.12B.
- 859 institutional investors held Charter Communications (CHTR) as of Q4 2019, up from 771 in Q3 2019.
- Funds reported $73.2B of Charter Communications stock for Q4 2019, up 13% quarter-over-quarter.
- 155 funds opened new Charter Communications positions in Q4 2019 and 52 closed out, a net change of +103 holders.
- The largest Charter Communications buyer in Q4 2019 was Massachusetts Financial Services, an estimated $247M added.
- The largest Charter Communications seller in Q4 2019 was Invesco, an estimated $1.12B sold.
Based on aggregated 13F filings for Q4 2019.