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Crown Castle

1,288 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,288 (-38)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,288
Holders Change
-38
Holders Change %
-2.87%
% of All Funds
20.53%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
351
Gerber Kawasaki Wealth & Investment Management
California
$5.17M -$918K -6,637 -15%
BF
352
BOK Financial
Oklahoma
$5.16M -$7.65M -55,309 -59%
EI
353
Ethic Inc
New York
$5.14M +$1.56M +11,265 +41%
BCAM
354
Boston Common Asset Management
Massachusetts
$5.11M -$229K -1,654 -4%
B
355
Bailard
California
$5.02M +$407K +2,945 +9%
MBI
356
Montrusco Bolton Investments
Quebec, Canada
$4.96M +$164K +1,183 +3%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$4.92M +$711K +5,145 +16%
SAM
358
Securian Asset Management
Minnesota
$4.79M +$31.1K +225 +0.6%
Allspring Global Investments
359
Allspring Global Investments
North Carolina
$4.73M +$409K +2,957 +9%
LMIM
360
Lockheed Martin Investment Management
Maryland
$4.71M -$4.34M -31,408 -47%
DWM
361
Dakota Wealth Management
Florida
$4.64M +$137K +993 +3%
EMPI
362
Elo Mutual Pension Insurance
Finland
$4.63M +$147K +1,064 +3%
PAG
363
Private Advisor Group
New Jersey
$4.62M +$192K +1,391 +4%
KRS
364
Kentucky Retirement Systems
Kentucky
$4.58M +$26.3K +190 +0.6%
UOC
365
UBS O'Connor
Illinois
$4.51M +$4.66M +33,696 New
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$4.48M +$37.2K +269 +0.8%
MCM
367
MAI Capital Management
Ohio
$4.46M +$27.9K +202 +0.6%
AHC
368
Anderson Hoagland & Co
Missouri
$4.46M -$24.3K -176 -0.5%
KWM
369
Kingsview Wealth Management
Oregon
$4.43M +$41.7K +302 +0.9%
BIG
370
Builder Investment Group
Georgia
$4.41M
LMGAM
371
Liberty Mutual Group Asset Management
Massachusetts
$4.37M +$91.5K +662 +2%
TWC
372
TD Waterhouse Canada
Ontario, Canada
$4.36M -$22.4K -162 -0.5%
SC
373
Sepio Capital
Utah
$4.36M +$22K +159 +0.5%
WHG
374
Westwood Holdings Group
Texas
$4.3M -$553 -4 -0%
FAM
375
Fred Alger Management
New York
$4.29M -$21.3M -154,210 -83%

CCI Hedge Fund Activity: Q1 2023 in Review

1,288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,288 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.