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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
301
Diversified Trust
Tennessee
$4.6M +$390K +3,767 +8%
CNAM
302
Campbell Newman Asset Management
Wisconsin
$4.6M +$28K +270 +0.5%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$4.59M +$234K +2,259 +5%
Brown Advisory
304
Brown Advisory
Maryland
$4.59M -$466K -4,502 -8%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$4.58M -$42.3K -408 -0.8%
Rafferty Asset Management
306
Rafferty Asset Management
New York
$4.46M +$237K +2,290 +5%
GF
307
Gabelli Funds
New York
$4.45M +$414K +4,000 +9%
DC
308
Davenport & Co
Virginia
$4.44M -$51.8M -499,589 -91%
TPCW
309
TD Private Client Wealth
New York
$4.29M -$190K -1,834 -4%
BL
310
BCWM LLC
Kansas
$4.28M +$359K +3,462 +8%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$4.25M -$257K -2,479 -5%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$4.23M +$382K +3,688 +9%
NAM
313
Nissay Asset Management
Japan
$4.22M +$176K +1,695 +4%
TWC
314
TD Waterhouse Canada
Ontario, Canada
$4.21M +$368K +3,552 +8%
MHI
315
Miller Howard Investments
New York
$4.19M +$78.2K +755 +2%
B
316
Bailard
California
$4.16M -$64.5K -623 -1%
DDC
317
DF Dent & Co
Maryland
$4.13M -$261K -2,521 -5%
IIM
318
Intact Investment Management
Quebec, Canada
$4.11M
FAM
319
Fred Alger Management
New York
$4.06M +$1.25M +12,092 +38%
AFG
320
Albion Financial Group
Utah
$3.98M +$2.72M +26,269 +155%
EWM
321
Executive Wealth Management
Michigan
$3.9M +$70.6K +681 +2%
AWM
322
AE Wealth Management
Kansas
$3.88M +$441K +4,255 +11%
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$3.79M +$511K +4,937 +14%
Verition Fund Management
324
Verition Fund Management
Connecticut
$3.77M +$3.66M +35,342 +627%
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$3.73M +$1.14M +10,993 +37%

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.