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Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Builder Investment Group
Georgia
$3.7M +$283K +2,601 +8%
IIM
352
Ipswich Investment Management
Massachusetts
$3.68M +$244K +2,246 +7%
IWA
353
IBEX Wealth Advisors
New Jersey
$3.63M +$2.91M +26,787 New
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$3.62M +$127K +1,169 +4%
KPWS
355
Kestra Private Wealth Services
Texas
$3.61M +$3.1M +28,543 +510%
AFM
356
Anson Funds Management
Texas
$3.61M +$1.53M +14,100 +71%
GHAM
357
Gilman Hill Asset Management
Connecticut
$3.61M +$363K +3,335 +11%
EGM
358
Engineers Gate Manager
New York
$3.59M -$3.44M -31,634 -48%
BRWA
359
B. Riley Wealth Advisors
Florida
$3.59M +$978K +8,990 +30%
DEA
360
DoubleLine ETF Adviser
Florida
$3.49M +$323K +2,967 +10%
KRS
361
Kentucky Retirement Systems
Kentucky
$3.49M -$195K -1,789 -5%
SPIA
362
Steward Partners Investment Advisory
New York
$3.48M +$216K +1,987 +6%
MYAM
363
Meiji Yasuda Asset Management
Japan
$3.48M +$97.6K +897 +3%
LWM
364
Lyell Wealth Management
California
$3.48M +$125K +1,146 +4%
CS
365
Candriam SCA
Luxembourg
$3.46M +$199K +1,827 +6%
MMM
366
Mendel Money Management
Illinois
$3.46M +$227K +2,084 +7%
LF
367
Longbow Finance
Switzerland
$3.33M -$6.88M -63,258 -67%
LCM
368
LRT Capital Management
Texas
$3.31M +$868K +7,977 +34%
HCA
369
Horan Capital Advisors
Ohio
$3.3M +$5.33K +49 +0.2%
AWS
370
Atria Wealth Solutions
New York
$3.23M -$356K -3,276 -10%
LMGAM
371
Liberty Mutual Group Asset Management
Massachusetts
$3.22M
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$3.19M +$1.02M +9,378 +45%
PCM
373
Prelude Capital Management
New York
$3.19M +$2.1M +19,323 +179%
PAG
374
Private Advisor Group
New Jersey
$3.13M +$906K +8,328 +39%
OC
375
Oppenheimer & Co
New York
$3.07M -$1.59M -14,606 -33%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.