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Crown Castle

1,127 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 404 increasing their positions, 493 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $299M | Put options by funds: $166M

0.06% more ownership

Funds ownership: 91.72%91.78% (+0.06%)

6% less capital invested

Capital invested by funds: $42.1B → $39.6B (-$2.47B)

6% less funds holding

Funds holding: 1,2021,127 (-75)

18% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 493

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

38% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 154

Holders
1,127
Holders Change
-75
Holders Change %
-6.24%
% of All Funds
16.27%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
96
Increased
404
Reduced
493
Closed
154
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
551
Leisure Capital Management
California
$822K -$1.87K -19 -0.2%
AIM
552
Achmea Investment Management
Netherlands
$811K
WW
553
Waterfront Wealth
Kansas
$810K +$98.5K +1,000 +14%
GM
554
GeoWealth Management
Illinois
$810K +$381K +3,866 +87%
GAM
555
Groupama Asset Management
France
$806K +$315K +3,203 +63%
PCP
556
Proficio Capital Partners
Massachusetts
$804K +$11.1K +113 +1%
JF
557
Jump Financial
Illinois
$799K +$48.9K +497 +6%
OWP
558
Obermeyer Wealth Partners
Colorado
$796K -$1.62M -16,440 -67%
MIM
559
Morningstar Investment Management
Illinois
$789K +$90.1K +915 +13%
SFA
560
Sequoia Financial Advisors
Ohio
$783K +$89.5K +909 +13%
VA
561
Vident Advisory
Georgia
$781K -$135K -1,374 -15%
ACL
562
Applied Capital LLC
Florida
$777K +$783K +7,949 New
BFA
563
BBJS Financial Advisors
Washington
$776K -$431K -4,377 -36%
CL
564
Choreo LLC
Illinois
$766K +$785K +7,969 New
CBTWT
565
Community Bank & Trust (Waco, Texas)
Texas
$765K -$24.6K -250 -3%
JCM
566
Jacobi Capital Management
Pennsylvania
$750K +$31.2K +317 +4%
EWA
567
EP Wealth Advisors
California
$748K -$11K -112 -1%
BAM
568
Belpointe Asset Management
Nevada
$743K -$92.8K -942 -11%
SWM
569
Salvus Wealth Management
New Jersey
$743K -$4.14K -42 -0.5%
WA
570
Waverly Advisors
Alabama
$742K +$748K +7,598 New
ISWM
571
Independent Solutions Wealth Management
New York
$742K -$57.9K -588 -7%
NB
572
NBT Bank
New York
$737K -$362K -3,679 -33%
Kovitz Investment Group Partners
573
Kovitz Investment Group Partners
Illinois
$734K -$524K -5,318 -41%
AUB
574
Atlantic Union Bankshares
Virginia
$729K -$152K -1,542 -17%
I
575
INVST
Indiana
$722K +$63.4K +644 +9%

CCI Hedge Fund Activity: Q2 2024 in Review

1,127 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2024, worth a combined $39.6B — down 5.9% from $42.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of CCI and 96 opened new positions — a net loss of 58 holders — while 493 trimmed existing stakes and 404 added.

The largest buyer was Cohen & Steers, adding an estimated $734M. The largest seller was Aristotle Capital Management, cutting an estimated $583M.

  • 1,127 institutional investors held Crown Castle (CCI) as of Q2 2024, down from 1,202 in Q1 2024.
  • Funds reported $39.6B of Crown Castle stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 96 funds opened new Crown Castle positions in Q2 2024 and 154 closed out, a net change of -58 holders.
  • The largest Crown Castle buyer in Q2 2024 was Cohen & Steers, an estimated $734M added.
  • The largest Crown Castle seller in Q2 2024 was Aristotle Capital Management, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2024.