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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Cornerstone Advisory
Maryland
$955K -$51.9K -507 -6%
EWA
602
EP Wealth Advisors
California
$952K -$68.6K -670 -7%
QWM
603
Quadcap Wealth Management
Texas
$948K +$843K +8,227 New
BMCM
604
Bryn Mawr Capital Management
Pennsylvania
$938K -$74.4K -726 -8%
CBTWT
605
Community Bank & Trust (Waco, Texas)
Texas
$938K -$94.9K -927 -10%
ISWM
606
Independent Solutions Wealth Management
New York
$935K -$16K -156 -2%
PCP
607
Proficio Capital Partners
Massachusetts
$934K +$120K +1,168 +17%
SLI
608
Sumitomo Life Insurance
Japan
$925K -$41.5K -405 -5%
PFC
609
Phocas Financial Corp
California
$921K -$181K -1,772 -18%
LCM
610
Leisure Capital Management
California
$920K +$818K +7,983 New
CCM
611
Coldstream Capital Management
Washington
$918K +$102K +992 +14%
FNBOMD
612
First National Bank of Mount Dora
Florida
$914K -$155K -1,514 -16%
SOAMC
613
Spirit of America Management Corp
New York
$912K -$41K -400 -5%
PA
614
Profund Advisors
Maryland
$891K +$138K +1,351 +21%
SWM
615
Salvus Wealth Management
New Jersey
$882K +$50.8K +496 +7%
PWP
616
Private Wealth Partners
California
$867K
ATC
617
Argent Trust Co
Tennessee
$866K -$294K -2,870 -28%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$865K -$116K -1,135 -13%
IP
619
Ignite Planners
California
$857K -$77.6K -758 -9%
NP
620
NorthRock Partners
Minnesota
$856K +$390K +3,810 +105%
Lido Advisors
621
Lido Advisors
California
$855K +$67K +654 +10%
KNW
622
Kesler Norman & Wride
Utah
$853K -$337K -3,290 -31%
LWAM
623
Legacy Wealth Asset Management
Minnesota
$842K -$7.89K -77 -1%
RA
624
RFG Advisory
Alabama
$842K -$709K -6,925 -49%
SWP
625
Stratos Wealth Partners
Ohio
$837K +$205K +2,000 +38%

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.