We are live on ! Find out more
CCI icon

Crown Castle

1,289 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,289 (-37)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,289
Holders Change
-37
Holders Change %
-2.79%
% of All Funds
20.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$1.07M -$72.7K -526 -6%
FWP
627
FAS Wealth Partners
Kansas
$1.06M -$22.9K -166 -2%
JSC
628
Jackson Square Capital
California
$1.06M -$517K -3,742 -32%
EB
629
Eastern Bank
Massachusetts
$1.06M -$10.1M -73,344 -90%
AC
630
AlphaCore Capital
California
$1.05M +$1.09M +7,866 New
WI
631
WrapManager Inc
California
$1.05M +$344K +2,490 +47%
ISWM
632
Independent Solutions Wealth Management
New York
$1.05M -$46.6K -337 -4%
IA
633
IFP Advisors
Florida
$1.04M +$216K +1,565 +18%
TFCM
634
Taylor Frigon Capital Management
Arizona
$1.03M +$13.8K +100 +1%
WWM
635
WT Wealth Management
Arizona
$1.03M +$1.06M +7,698 New
PHIMC
636
Private Harbour Investment Management & Counsel
Ohio
$1.02M -$20.7K -150 -2%
Vontobel Holding
637
Vontobel Holding
Switzerland
$1.02M +$88.9K +643 +9%
SWM
638
SeaCrest Wealth Management
New York
$1.02M -$397K -2,874 -27%
PA
639
Procyon Advisors
Connecticut
$1.01M -$195K -1,410 -16%
FAIM
640
Financial Advocates Investment Management
Washington
$1.01M +$10.9K +79 +1%
IWC
641
Integrated Wealth Concepts
Massachusetts
$1M +$172K +1,247 +20%
AG
642
Advocate Group
Minnesota
$988K +$311K +2,249 +44%
PP
643
Patten & Patten
Tennessee
$984K +$553 +4 +0.1%
FCM
644
Fourpath Capital Management
Oklahoma
$983K
MIM
645
MTM Investment Management
South Carolina
$976K -$6.36K -46 -0.6%
CA
646
Cornerstone Advisory
Maryland
$969K +$349K +2,523 +53%
CTA
647
Chesley Taft & Associates
Illinois
$961K -$2.1M -15,165 -68%
PWP
648
Phillips Wealth Planners
Mississippi
$959K +$78.5K +568 +8%
RCA
649
Ranch Capital Advisors
Florida
$953K +$22.4K +162 +2%
HL
650
HeadInvest LLC
Maine
$946K -$28.3K -205 -3%

CCI Hedge Fund Activity: Q1 2023 in Review

1,289 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,289 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.