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Crown Castle
CCI

Overview Fund Activity

1,145 hedge funds and large institutions have $47.4B invested in Crown Castle in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 438 increasing their positions, 453 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.56%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
118
Increased
438
Reduced
453
Closed
83
Calls
$366M
Puts
$240M
Net Calls
+$127M
Net Calls Change
-$6.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$400M
2
UBS AM
UBS AM
Illinois
+$383M
3
Cohen & Steers
Cohen & Steers
New York
+$330M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
5
Invesco
Invesco
Georgia
+$124M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$139M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$113M
4
Lazard Asset Management
Lazard Asset Management
New York
-$111M
5
Bank of America
Bank of America
North Carolina
-$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
601
Prestige Wealth Management Group
New Jersey
$691K +$655K +5,525 +1,817%
CBTWT
602
Community Bank & Trust (Waco, Texas)
Texas
$686K -$243K -2,045 -26%
VA
603
Vident Advisory
Georgia
$685K -$263K -2,216 -28%
WKWM
604
Walter & Keenan Wealth Management
Indiana
$678K -$9.85K -83 -1%
NB
605
NBT Bank
New York
$678K -$217K -1,831 -24%
CAM
606
Cresset Asset Management
Illinois
$674K +$193K +1,630 +40%
STA
607
Summit Trail Advisors
New York
$674K +$91.2K +769 +16%
AG
608
AlTi Global
New York
$661K -$68.1K -574 -9%
CA
609
Clearstead Advisors
Ohio
$658K -$80.8K -681 -11%
MCC
610
Malaga Cove Capital
California
$658K +$11.9K +100 +2%
WKSWA
611
White Knight Strategic Wealth Advisors
New Jersey
$656K +$17.3K +146 +3%
AUB
612
Atlantic Union Bankshares
Virginia
$656K -$228K -1,925 -26%
ECM
613
Everence Capital Management
Indiana
$656K – – –
Jones Financial Companies
614
Jones Financial Companies
Missouri
$654K +$301K +2,583 +86%
BFA
615
Bill Few Associates
Pennsylvania
$653K +$23.7K +200 +4%
Vontobel Holding
616
Vontobel Holding
Switzerland
$651K -$15.8K -133 -2%
SG
617
StoneX Group
New York
$649K -$9.97K -84 -2%
AWM
618
AE Wealth Management
Kansas
$646K +$20.8K +175 +3%
SFI
619
Siemens Fonds Invest
Germany
$645K -$61.6K -519 -9%
OIA
620
Optimum Investment Advisors
Illinois
$645K -$116K -975 -15%
MA
621
Mutual Advisors
Nebraska
$642K +$87.2K +782 +16%
LWANC
622
Laurel Wealth Advisors (North Carolina)
North Carolina
$639K – – –
SAM
623
Shell Asset Management
Netherlands
$636K +$636K +5,363 New
NP
624
NorthRock Partners
Minnesota
$634K +$9.25K +78 +1%
KSB
625
Kennebec Savings Bank
Maine
$633K +$633K +5,339 New
23 24
25
26 27