The net selling imbalance and absence of activist or high-conviction hedge fund buyers suggest no imminent catalyst. Monitor for further insider buying or a shift in the analyst consensus (currently 20% bullish) before taking a position. The historical calibration shows this filing segment has a net alpha near zero at T+20, so no urgent trade signal.
Executive Summary
A mixed institutional cluster in Charter Communications (CHTR) for Q2 2026 shows 15 buyers adding $3.2M in net new holdings versus 15 sellers reducing by $32.6M, creating a net selling imbalance of approximately $29.4M. The selling is concentrated in larger, more established asset managers (Gateway, Mirae, Boston Trust) making significant trims, while buying is dominated by smaller advisors doubling small positions. The cluster lacks a clear directional thesis, and the net selling pressure combined with weak historical calibration for this segment suggests limited near-term catalyst potential.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$29.3M
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +408.6% | $4.8M | $3.1M |
| Merit Financial Group | DOUBLED | +410.6% | $1.9M | $1.3M |
| Exchange Traded Concepts | ADD | +26.2% | $14.1M | -$2.9M |
▼ Sellers (15)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Mirae Asset Global Investments Co. | TRIM | -68.5% | $13.1M | -$10.4M |
| Gateway Investment Advisers | NEAR_EXIT | -77.5% | $6.9M | -$5.9M |
| Strs Ohio | NEAR_EXIT | -89.5% | $4.7M | -$4.4M |
Key Facts
- 15 institutional buyers added $3.2M in net new CHTR holdings in Q2 2026
- 15 institutional sellers reduced holdings by $32.6M, creating $29.4M net selling imbalance
- Largest sellers: Mirae Asset Global Investments (-$10.4M), Gateway Investment Advisers (-$5.9M), Strs Ohio (-$4.4M)
- Largest buyers: Wealth Enhancement Advisory Services (+$3.1M, DOUBLED), Merit Financial Group (+$1.3M, DOUBLED)
- All 30 participants are asset managers; no activist or hedge fund names present
- Insider activity is divergent (score 54/100): 1 open-market insider buyer at $1.4M, but no corroborating C-suite buying cluster
Financial Impact
Net institutional selling of approximately $29.4M in Q2 2026, with total seller reductions of $32.6M outpacing buyer additions of $3.2M
Risk Factors
- Net selling by larger asset managers may signal deteriorating fundamentals or sector headwinds
- Small buyer positions from lesser-known advisors carry less conviction signal than large institutional moves
- 13F data is 45+ days stale; positions may have already been reversed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CHTR-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 7w ago | 144 | $153.62 $111.40 | ▼ −27.48% | ▼ −27.74% | — |
Aug 20, 2026 8w ago | Press Release | $147.76 $128.17 | ▼ −13.26% | ▼ −13.26% | — |
Aug 8, 2026 10w ago | Institutional Cluster | $153.29 $145.74 | ▼ −4.93% | ▼ −4.01% | — |
May 29, 2026 20w ago | Court Ruling | $144.05 $146.17 | ▲ +1.47% | ▲ +3.52% | — |
Apr 28, 2026 24w ago | Insider Cluster | $173.11 $144.00 | ▼ −16.82% | ▼ −22.28% | — |
Feb 25, 2026 33w ago | 8-K | $225.75 $218.91 | ▼ −3.03% | ▲ +2.21% | — |
Feb 2, 2026 37w ago | Court Ruling | $213.61 $229.41 | ▲ +7.40% | ▲ +9.57% | — |
US Market Status
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