undamentalytics Newsletter

Charter Communications: which funds bought and sold

Institutions that bought and sold Charter Communications shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 409 institutions that filed 13F reports for both quarters added to or opened positions in Charter Communications, and 372 cut or closed them. Together they added a net 2.6M shares, +2.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 293K shares (+0.8%); index fund managers were net sellers of 1.7M shares (−5.8%). 123 opened a new position and 136 sold out entirely.

Bought, Q2 2026 409 institutions, 123 of them new holders Sold, Q2 2026 372 institutions, 136 of them sold out
Net change, all compared +2.6M shares (+2.6%)
Net change, active managers +293K shares (+0.8%), 46 bought, 30 sold

Buyers versus sellers

institutions compared, 892
Active managers and hedge funds 46 bought · 30 sold · +293K
Index fund managers 3 bought · 9 sold · −1.7M
Other institutions 360 bought · 333 sold · +4.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +3.6M +100.4% 7.2M $1B
Eagle Capital Management LLC Active manager +1.6M +1064.1% 1.7M $247M
AQR Capital Management LLC Hedge fund +1.5M +283.8% 2.0M $280M
Lind Value Ii Aps +1.3M +137.4% 2.2M $316M
Goldman Sachs Group Inc +1.3M +84.6% 2.8M $396M
Millennium Management LLC Hedge fund +1.2M +616.5% 1.4M $196M
Citadel Advisors LLC Hedge fund +1.2M +702.1% 1.3M $187M
UBS Group AG +1.1M +89.4% 2.3M $324M
Arrowstreet Capital, Limited Partnership Hedge fund +969K +629.3% 1.1M $160M
Federated Hermes, Inc. Active manager +868K +239041.3% 868K $123M
Goldentree Asset Management LP +828K New position 828K $118M
Long Focus Capital Management, LLC Hedge fund +815K +196.4% 1.2M $175M
State Of Michigan Retirement System +639K +148.0% 1.1M $152M
Deutsche Bank Ag\ +449K +88.6% 955K $136M
Dodge & Cox Active manager +405K +2.8% 15.0M $2.1B
Walleye Trading LLC +377K +469.9% 457K $65M
Voloridge Investment Management, LLC Hedge fund +357K New position 357K $50.8M
Danske Bank A/S +351K +755.9% 398K $56.6M
Invenomic Capital Management LP Hedge fund +282K New position 282K $40.2M
Mackenzie Financial Corp +267K +2446.1% 278K $39.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager −5.3M Sold out 0 —
Harris Associates L P Active manager −3.9M −97.6% 97K $13.8M
Invesco Ltd. −2.8M −50.4% 2.8M $395M
Franklin Resources Inc Active manager −2.0M −74.5% 674K $95.9M
State Street Corp Index funds −1.2M −14.9% 7.0M $991M
Veritas Asset Management LLP Active manager −1.1M Sold out 0 —
Capital International Investors Active manager −1.0M Sold out 0 —
Dimensional Fund Advisors LP −677K −39.8% 1.0M $146M
Jpmorgan Chase & Co −563K −38.9% 885K $129M
Barclays PLC −354K −47.9% 385K $54.8M
Two Sigma Investments, LP Hedge fund −302K Sold out 0 —
Bank Of America Corp −243K −33.2% 489K $69.5M
Vanguard Portfolio Management LLC Index funds −202K −5.4% 3.5M $501M
Sei Investments Co −166K −66.2% 85K $12M
Proshare Advisors LLC Index funds −159K −91.6% 15K $2.1M
Royal Bank Of Canada −157K −35.5% 284K $40.4M
Ruane, Cunniff & Goldfarb L.P. Active manager −151K −99.0% 1,556 $221,279
Woodline Partners LP Hedge fund −149K −89.2% 18K $2.6M
Vanguard Capital Management LLC Index funds −128K −2.3% 5.3M $760M
Morgan Stanley −113K −5.8% 1.8M $260M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Goldentree Asset Management LP 828K $118M
Voloridge Investment Management, LLCHedge fund 357K $50.8M
Invenomic Capital Management LPHedge fund 282K $40.2M
Qube Research & Technologies LtdHedge fund 187K $26.6M
HRT Financial LP 145K $20.6M
Compass Rose Asset Management, LP 115K $16.4M
Exoduspoint Capital Management, LPHedge fund 93K $13.2M
Diameter Capital Partners LPHedge fund 75K $10.7M
Apollo Management Holdings, L.P. 74K $10.6M
Quadrature Capital LtdHedge fund 74K $10.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital Research Global InvestorsActive manager 5.3M $1.1B
Veritas Asset Management LLPActive manager 1.1M $240M
Capital International InvestorsActive manager 1.0M $216M
Two Sigma Investments, LPHedge fund 302K $65.2M
Natixis 94K $20.4M
Meridiem Capital Partners LP 65K $14.1M
Tam Capital Management Inc. 62K $13.3M
Pbu - The Pension Fund Of Early Childhood & Youth Educators 31K $6.8M
Edgestream Partners, L.P.Hedge fund 27K $5.7M
Gf Fund Management Co. Ltd. 27K $5.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
773
Ten largest holders
53.6%
of 13F-reported shares
Index fund managers
26.8%
of 13F-reported shares
Active managers and hedge funds
35.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 46 30 14 11 +293K +0.8%
Index fund managers 3 9 0 0 −1.7M −5.8%
Other institutions 360 333 109 125 +4.0M +12.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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