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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
601
Arkadios Wealth Advisors
Georgia
$787K +$61.3K +592 +7%
IMRF
602
Illinois Municipal Retirement Fund
Illinois
$786K
FA
603
FDx Advisors
Illinois
$776K -$2.62M -25,299 -75%
SLI
604
Sumitomo Life Insurance
Japan
$776K -$11.2K -108 -1%
PL
605
Perpetual Ltd
Australia
$774K +$168K +1,623 +24%
MCM
606
Magnolia Capital Management
New York
$773K -$103K -990 -11%
SOAMC
607
Spirit of America Management Corp
New York
$766K -$363K -3,500 -30%
AIM
608
Achmea Investment Management
Netherlands
$764K -$125K -1,207 -13%
ISWM
609
Independent Solutions Wealth Management
New York
$761K +$11.1K +107 +1%
CAS
610
Coppell Advisory Solutions
Texas
$760K -$201K -1,937 -26%
EF
611
Empowered Funds
Pennsylvania
$755K -$99.8K -963 -11%
CPRC
612
Consolidated Portfolio Review Corp
New York
$755K -$31.5K -304 -4%
IWC
613
Integrated Wealth Concepts
Massachusetts
$749K -$46.1K -445 -5%
IP
614
Ignite Planners
California
$728K +$840K +8,111 New
Vontobel Holding
615
Vontobel Holding
Switzerland
$727K -$58.8K -568 -7%
IAIM
616
International Assets Investment Management
Florida
$724K +$448K +4,328 +116%
AHC
617
Adell Harriman & Carpenter
Texas
$713K -$1.56M -15,074 -66%
FT
618
Fiduciary Trust
Massachusetts
$709K -$230K -2,217 -22%
AA
619
Ancora Advisors
Ohio
$707K +$307K +2,964 +63%
FAIM
620
Financial Advocates Investment Management
Washington
$705K -$13.7K -132 -2%
PWP
621
Private Wealth Partners
California
$693K -$153K -1,478 -16%
IAS
622
Insigneo Advisory Services
Florida
$691K +$104K +1,002 +15%
GSEP
623
Golden State Equity Partners
California
$684K +$68.7K +663 +10%
JIC
624
Johnson Investment Counsel
Ohio
$681K -$4.25K -41 -0.6%
LWAM
625
Legacy Wealth Asset Management
Minnesota
$680K +$35.7K +345 +5%

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.