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Charter Communications

785 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 824785 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
785
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.34%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.49B +$32M +117,321 +1%
Capital International Investors
2
Capital International Investors
California
$2.94B -$194M -709,540 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.42B -$33.2M -121,481 -1%
BlackRock
4
BlackRock
New York
$1.99B +$74.5M +273,059 +4%
State Street
5
State Street
Massachusetts
$1.91B +$46.2M +169,132 +3%
Harris Associates
6
Harris Associates
Illinois
$1.89B +$16.4M +59,941 +1%
Berkshire Hathaway
7
Berkshire Hathaway
Nebraska
$1.14B
Franklin Resources
8
Franklin Resources
California
$906M +$65.4M +239,522 +9%
Pzena Investment Management
9
Pzena Investment Management
New York
$904M +$47.8M +175,130 +6%
Parnassus Investments
10
Parnassus Investments
California
$790M +$11.8M +43,126 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$721M +$91.1M +333,967 +16%
VAM
12
Veritas Asset Management
United Kingdom
$661M -$10.5M -38,417 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$543M +$66.9M +245,209 +16%
Invesco
14
Invesco
Georgia
$541M +$76.3M +279,410 +18%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$495M +$12.7M +46,510 +3%
Capital World Investors
16
Capital World Investors
California
$357M +$11.2M +41,023 +4%
UBS Group
17
UBS Group
Switzerland
$356M +$5.22M +19,109 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$346M +$280M +1,026,464 +788%
Morgan Stanley
19
Morgan Stanley
New York
$332M -$40.2M -147,191 -12%
Barclays
20
Barclays
United Kingdom
$318M +$81.2M +297,691 +39%
Northern Trust
21
Northern Trust
Illinois
$280M -$3.78M -13,836 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$249M +$85.2M +312,140 +60%
Charles Schwab
23
Charles Schwab
California
$244M +$11.9M +43,763 +6%
VGM
24
Voyager Global Management
New York
$224M -$71M -260,000 -26%
Citigroup
25
Citigroup
New York
$217M +$91.8M +336,415 +86%

CHTR Hedge Fund Activity: Q2 2024 in Review

785 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 785 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 824 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.