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Crown Castle

1,289 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: 1,3261,289 (-37)

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
1,289
Holders Change
-37
Holders Change %
-2.79%
% of All Funds
20.54%
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
SWA
526
Stratos Wealth Advisors
Ohio
$1.79M -$235K -1,700 -11%
UB
527
UMB Bank
Missouri
$1.79M +$27.8K +201 +2%
CB
528
CNB Bank
Pennsylvania
$1.77M +$99K +716 +6%
OWP
529
Obermeyer Wealth Partners
Colorado
$1.77M -$34.3M -248,026 -95%
ACM
530
Anfield Capital Management
California
$1.77M +$94.7K +685 +5%
KIA
531
Knollwood Investment Advisory
Maryland
$1.76M
CM
532
Caption Management
Oklahoma
$1.74M -$154K -1,114 -8%
BSA
533
Braun Stacey Associates
New York
$1.73M +$786K +5,683 +78%
BI
534
Bramshill Investments
Florida
$1.72M +$30.8K +223 +2%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$1.7M -$642K -4,646 -27%
V
536
Veritable
Delaware
$1.7M +$94.1K +681 +6%
Acadian Asset Management
537
Acadian Asset Management
Massachusetts
$1.68M +$1.48M +10,681 +567%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$1.67M +$254K +1,837 +17%
RA
539
RFG Advisory
Alabama
$1.67M +$24.1K +174 +1%
SIA
540
Schechter Investment Advisors
Michigan
$1.66M +$97.2K +703 +6%
SAM
541
Secure Asset Management
Michigan
$1.64M +$215K +1,556 +15%
SBF
542
Sara-Bay Financial
Florida
$1.63M -$106K -768 -6%
ATC
543
Argent Trust Co
Tennessee
$1.63M +$53.1K +384 +3%
AG
544
Ascent Group
Virginia
$1.62M +$185K +1,335 +12%
Walleye Capital
545
Walleye Capital
New York
$1.62M +$1.12M +8,102 +201%
WA
546
Wealth Alliance
New York
$1.61M +$157K +1,136 +10%
SACTSONJ
547
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.61M
CCM
548
Courage Capital Management
Tennessee
$1.61M +$553K +4,000 +50%
SCA
549
Snowden Capital Advisors
New York
$1.6M +$94.1K +681 +6%
SC
550
SouthState Corp
Florida
$1.6M -$233K -1,683 -12%

CCI Hedge Fund Activity: Q1 2023 in Review

1,289 of the 6,276 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.

  • 1,289 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.