Who Owns Charlton Aria Acquisition Stock?
NASDAQ: CHARFinancial ServicesShell CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 96.44%
- Held by insiders
- 3.34%
- Institutional holders
- 31
- Institutions 96.4%
- Insiders 3.3%
- Public and other 0.2%
Who owns Charlton Aria Acquisition stock?
Institutional investors own about 96.4% of Charlton Aria Acquisition's shares, spread across 31 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.34% of CHAR.
The largest institutional holders are Karpus Management, Inc. (15.96%), Berkley W R Corp (9.94%) and First Trust Capital Management L.P. (9.38%). Together, the top 10 institutions control 70.3% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their CHAR positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CHAR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Karpus Management, Inc. | 1.41M | 15.96% | -0.5% |
| Berkley W R Corp | 878.98K | 9.94% | 0.0% |
| First Trust Capital Management L.P. | 828.75K | 9.38% | 0.0% |
| Mizuho Securities USA LLC | 768.89K | 8.70% | -2.8% |
| Wolverine Asset Management, LLC | 671.38K | 7.59% | +0.6% |
| AQR Arbitrage LLC | 498.03K | 5.63% | +0.5% |
| Whitebox Advisors, LLC | 399.00K | 4.51% | 0.0% |
| RiverNorth Capital Management, LLC | 299.33K | 3.39% | -0.1% |
| Boothbay Fund Management, LLC | 239.00K | 2.70% | 0.0% |
| Westchester Capital Management, LLC | 222.50K | 2.52% | +11.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CHAR
| Fund | Shares | % Held |
|---|---|---|
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund | 716.46K | 8.10% |
| Merger Fund-The Merger Fund | 210.91K | 2.39% |
| TRT for Professional Managers-CrossingBridge Low Duration High Income | 115.00K | 1.30% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund | 107.26K | 1.21% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 100.00K | 1.13% |
| First Trust Alternative Opportunities Fund | 35.00K | 0.40% |
| JNL Series Trust-JNL Multi-Manager Alternative Fund | 11.60K | 0.13% |
| Elevation Series Trust-RiverNorth Enhanced Pre-Merger SPAC ETF | 4.33K | 0.05% |
Frequently asked questions
Who is the largest shareholder of Charlton Aria Acquisition?
Karpus Management, Inc. is the largest institutional shareholder of CHAR, owning 15.96% of shares outstanding (1.41M shares) as of its latest 13F filing.
What percentage of Charlton Aria Acquisition is owned by institutions?
Institutions own about 96.4% of CHAR shares and 99.8% of the public float.
How much of Charlton Aria Acquisition do insiders own?
Insiders, such as officers and directors, own about 3.34% of CHAR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.