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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
GJWM
576
Gilliland Jeter Wealth Management
Arkansas
$962K +$989K +9,088 New
AUB
577
Atlantic Union Bankshares
Virginia
$952K -$500K -4,595 -34%
CCM
578
Coldstream Capital Management
Washington
$942K +$102K +936 +12%
LRWA
579
Long Run Wealth Advisors
New York
$937K +$3.48K +32 +0.4%
TIM
580
Tevis Investment Management
Texas
$923K -$91K -837 -9%
DA
581
Doliver Advisors
Texas
$909K -$132K -1,215 -12%
BAM
582
Belpointe Asset Management
Nevada
$905K -$114K -1,046 -11%
EW
583
Evoke Wealth
California
$904K +$930K +8,545 New
BP
584
Ballentine Partners
Massachusetts
$903K -$38.5K -354 -4%
VSQM
585
V-Square Quantitative Management
Illinois
$899K +$186K +1,709 +25%
LCM
586
Leisure Capital Management
California
$892K +$48.7K +448 +6%
HCM
587
Hollencrest Capital Management
California
$889K -$25.9K -238 -3%
FMTCOCP
588
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$884K -$116K -1,062 -11%
HH
589
Hilltop Holdings
Texas
$884K -$107K -981 -11%
AIM
590
Achmea Investment Management
Netherlands
$879K
AWM
591
Avior Wealth Management
Nebraska
$870K +$284K +2,607 +46%
ISWM
592
Independent Solutions Wealth Management
New York
$866K +$7.51K +69 +0.9%
BMCM
593
Bryn Mawr Capital Management
Pennsylvania
$862K
PL
594
Perpetual Ltd
Australia
$861K -$30.3K -279 -3%
CA
595
Cornerstone Advisory
Maryland
$859K -$19K -175 -2%
PCP
596
Proficio Capital Partners
Massachusetts
$858K +$435 +4 +0%
CBTWT
597
Community Bank & Trust (Waco, Texas)
Texas
$855K -$7.72K -71 -0.9%
TC
598
TownSquare Capital
Utah
$847K +$144K +1,321 +20%
FT
599
Fiduciary Trust
Massachusetts
$846K +$334K +3,072 +62%
MCM
600
Magnolia Capital Management
New York
$844K -$45.9K -422 -5%

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.