We are live on ! Find out more
CCI icon

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
BFG
601
Bleakley Financial Group
New Jersey
$840K -$80.1K -736 -8%
AWP
602
Accretive Wealth Partners
New Jersey
$840K +$31.2K +287 +3%
SW
603
Simplicity Wealth
New Jersey
$837K +$860K +7,905 New
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$836K +$42.8K +393 +5%
BBA
605
Baader Bank Aktiengesellschaft
Germany
$835K +$859K +7,894 New
EWA
606
EP Wealth Advisors
California
$822K -$54.2K -498 -6%
SLI
607
Sumitomo Life Insurance
Japan
$820K -$29.9K -275 -3%
AWC
608
Abundance Wealth Counselors
Pennsylvania
$817K +$177K +1,623 +27%
JF
609
Jump Financial
Illinois
$813K +$500K +4,601 +149%
SC
610
Savant Capital
Illinois
$812K +$478K +4,390 +134%
1CP
611
17 Capital Partners
Arizona
$812K +$834K +7,669 New
SWM
612
Salvus Wealth Management
New Jersey
$809K -$870 -8 -0.1%
CFCI
613
Comprehensive Financial Consultants Institutional
Indiana
$809K +$50.4K +463 +6%
MOS
614
MGO One Seven
Ohio
$808K -$173K -1,594 -17%
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$807K +$139K +1,275 +20%
Luther King Capital Management (LKCM)
616
Luther King Capital Management (LKCM)
Texas
$805K -$237K -2,179 -22%
LWAM
617
Legacy Wealth Asset Management
Minnesota
$801K +$28.1K +258 +4%
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$786K +$366K +3,366 +83%
SWP
619
Stratos Wealth Partners
Ohio
$785K +$16.3K +150 +2%
ACM
620
Anfield Capital Management
California
$785K +$56.1K +516 +7%
QWM
621
Quadcap Wealth Management
Texas
$785K -$88.3K -812 -10%
FB
622
Fulton Bank
Pennsylvania
$784K -$641K -5,893 -44%
JCM
623
Jacobi Capital Management
Pennsylvania
$779K +$25.8K +237 +3%
TCOT
624
Trust Company of Toledo
Ohio
$776K +$156K +1,432 +24%
RCM
625
Raleigh Capital Management
North Carolina
$774K -$698K -6,419 -47%

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.