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Crown Castle

1,119 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 492 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-74
Holders Change %
-6.2%
% of All Funds
16.28%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
95
Increased
401
Reduced
492
Closed
152
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Shares
Change %
WW
551
Waterfront Wealth
Kansas
$810K +$97.7K +1,000 +14%
GM
552
GeoWealth Management
Illinois
$810K +$378K +3,866 +87%
GAM
553
Groupama Asset Management
France
$806K +$313K +3,203 +63%
PCP
554
Proficio Capital Partners
Massachusetts
$804K +$11K +113 +1%
JF
555
Jump Financial
Illinois
$799K +$48.6K +497 +6%
OWP
556
Obermeyer Wealth Partners
Colorado
$796K -$1.61M -16,440 -67%
MIM
557
Morningstar Investment Management
Illinois
$789K +$89.3K +915 +13%
SFA
558
Sequoia Financial Advisors
Ohio
$783K +$88.8K +909 +13%
VA
559
Vident Advisory
Georgia
$781K -$134K -1,374 -15%
ACL
560
Applied Capital LLC
Florida
$777K +$777K +7,949 New
BFA
561
BBJS Financial Advisors
Washington
$776K -$428K -4,377 -36%
CL
562
Choreo LLC
Illinois
$766K +$766K +7,969 New
CBTWT
563
Community Bank & Trust (Waco, Texas)
Texas
$765K -$24.4K -250 -3%
JCM
564
Jacobi Capital Management
Pennsylvania
$750K +$31K +317 +4%
EWA
565
EP Wealth Advisors
California
$748K -$10.9K -112 -1%
BAM
566
Belpointe Asset Management
Nevada
$743K -$92K -942 -11%
SWM
567
Salvus Wealth Management
New Jersey
$743K -$4.1K -42 -0.5%
WA
568
Waverly Advisors
Alabama
$742K +$742K +7,598 New
ISWM
569
Independent Solutions Wealth Management
New York
$742K -$57.4K -588 -7%
NB
570
NBT Bank
New York
$737K -$359K -3,679 -33%
Kovitz Investment Group Partners
571
Kovitz Investment Group Partners
Illinois
$734K -$520K -5,318 -41%
AUB
572
Atlantic Union Bankshares
Virginia
$729K -$151K -1,542 -17%
I
573
INVST
Indiana
$722K +$61.8K +644 +9%
CIAS
574
Capital Investment Advisory Services
North Carolina
$720K +$115K +1,176 +19%
CIA
575
Concurrent Investment Advisors
Florida
$716K +$94.4K +966 +15%