Charter Communications
CHTR
908 hedge funds and large institutions have $38.1B invested in Charter Communications in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 261 increasing their positions, 338 reducing their positions, and 91 closing their positions.
42% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 91
12% more call options, than puts
Call options by funds: $1.24B | Put options by funds: $1.1B
2% more funds holding
Funds holding: 890 → 908 (+18)
0.5% more ownership
Funds ownership: 65.82% → 66.32% (+0.5%)
12% less capital invested
Capital invested by funds: $43.3B → $38.1B (-$5.21B)
23% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 338
37% less funds holding in top 10
Funds holding in top 10: 43 → 27 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$248M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$189M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$174M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$147M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$98.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$236M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$217M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$200M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$196M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$127M |
CHTR Hedge Fund Activity: Q4 2023 in Review
908 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2023, worth a combined $38.1B — down 12% from $43.3B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new CHTR positions and 91 closed out — a net gain of 38 holders — while 261 added to existing stakes and 338 trimmed.
The largest buyer was State Street, adding an estimated $248M. The largest seller was JP Morgan Chase, cutting an estimated $236M.
- 908 institutional investors held Charter Communications (CHTR) as of Q4 2023, up from 890 in Q3 2023.
- Funds reported $38.1B of Charter Communications stock for Q4 2023, down 12% quarter-over-quarter.
- 129 funds opened new Charter Communications positions in Q4 2023 and 91 closed out, a net change of +38 holders.
- The largest Charter Communications buyer in Q4 2023 was State Street, an estimated $248M added.
- The largest Charter Communications seller in Q4 2023 was JP Morgan Chase, an estimated $236M sold.
Based on aggregated 13F filings for Q4 2023.