Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Charter Communications Inc (CHTR)

785 + Investors. Track Smart Money conviction in CHTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
3Q ▼
Buyers last Q
53%

Smart Money Signals — CHTR

Based on 789 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their CHTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
789 funds currently hold this stock — 89% of the 3.0-year high of 888 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
85 fewer hedge funds hold CHTR compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

421 buying380 selling
Last quarter: 421 funds bought or added vs 380 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 128 → 116 → 136 → 125. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
520 out of 789 hedge funds have held CHTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~125 new funds/quarter

134 → 128 → 116 → 136 → 125 new funds/Q
New funds entering each quarter: 128 → 116 → 136 → 125. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 832 holders: 595 (72%) are 2+ year veterans, 73 entered 1–2 years ago, and 164 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
65 of 781 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CHTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CHTR

In 2026 Q1, 421 hedge funds were net buyers of CHTR (125 opened a new position, 296 added to an existing one), while 380 reduced or exited (253 trimmed, 127 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 59% of total institutional value in CHTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 789.

Hedge Fund Ownership: CHTR

How many hedge funds hold CHTR — quarterly history vs. share price
Quarterly hedge fund ownership of CHTR vs. share price

Market Analysis: CHTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Charter Communications Inc (CHTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CHTR has moved relative to its sector benchmark (XLC) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
CHTR
-41.8%
XLC
-3.6%

CHTR outperformed XLC by -38.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
CHTR
-10.5%
XLC
-7.9%

Since the filing became public, CHTR outperformed XLC by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 7 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: CHTR
785 + Investors

Track Smart Money conviction in CHTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 785 791 -0.76%
13F Shares 103M 112M -8.54%
Total Value $21.85B $22.68B -3.67%
New Positions 124 136 -12
Increased Positions 277 244 +33
Closed Positions 130 140 -10
Reduced Positions 246 302 -56
Total Calls 25 27 -7.41%
Total Puts 26 32 -18.75%
PUT/CALL Ratio 1.04 1.19 Neutral

Statistics: CHTR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

785 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHTR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CHTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lind Value II ApS 44.86% 936,751 $202.2M
2 Kize Capital LP 34.38% 126,834 $27.4M
3 Makaira Partners LLC 26.77% 164,000 $34.2M
4 Paloma Partners Management Co 12.85% 303,500 $65.5M
5 Quaker Capital Investments, LLC 11.36% 215,077 $46.4M
6 Greenstone Partners & Co., LLC 9.52% 174,158 $37.6M
7 Cryder Capital Partners LLP 9.05% 641,694 $138.5M
8 Mount Capital Ltd 8.58% 98,661 $21.3M
9 Long Focus Capital Management, LLC 7.20% 1,267,000 $273.5M
10 TAM Capital Management Inc. 6.50% 61,682 $13.3M
11 Chieftain Capital Management, Inc. 5.18% 452 $157K
12 Caledonia Investments plc 4.28% 169,700 $36.6M
13 Veritas Asset Management LLP 4.07% 1,113,053 $240.3M
14 Pacific Capital Partners Ltd 3.39% 15,895 $3.4M
15 Capco Asset Management, LLC 2.63% 44,619 $9.6M
16 Encore Global Management, LP 2.49% 16,500 $3.6M
17 Long Focus Capital Management, LLC 2.36% 415,000 $89.6M
18 Banyan Capital Management, INC. 2.31% 24,781 $5.3M
19 Davis-Rea LTD. 2.19% 38,838 $8.4M
20 Schwerin Boyle Capital Management Inc 2.03% 74,095 $16.0M
21 Rothschild & Co Wealth Management UK Ltd 1.86% 563,266 $121.6M
22 Dodge & Cox 1.74% 14,627,209 $3.16B
23 California First Leasing Corp 1.71% 24,772 $5.3M
24 Stance Capital LLC 1.67% 15,962 $3.4M
25 Ground Swell Capital, LLC 1.55% 3,646 $787K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Charter Communications Inc (CHTR)

What does the Smart Money Trend signal show for CHTR?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their CHTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CHTR?

Slight buying edge — 53% buying: Last quarter: 421 funds bought or added vs 380 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CHTR holders?

Elite ownership — 59% AUM from top-100 funds: 65 of 781 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CHTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CHTR?

66% of holders stayed for 2+ years: 520 out of 789 hedge funds have held CHTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Charter Communications Inc (CHTR) following the 2026 Q1 hedge fund 13F filings?

As of today, CHTR has moved -10.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -7.9% for the XLC sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), CHTR has gained -41.8% vs -3.6% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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