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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
626
NTV Asset Management
West Virginia
$893K -$193K -1,618 -17%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$891K -$58.8K -494 -6%
GA
628
GoalVest Advisory
New York
$888K -$128K -1,072 -12%
FAIM
629
Financial Advocates Investment Management
Washington
$888K +$32.3K +271 +4%
MPPW
630
Mitchell & Pahl Private Wealth
Oklahoma
$887K +$175K +1,470 +23%
GT
631
Glenview Trust
Kentucky
$883K +$104K +871 +13%
O
632
Ossiam
France
$873K -$19.6M -165,026 -96%
RCG
633
Resource Consulting Group
Florida
$868K +$907K +7,622 New
CAS
634
Coppell Advisory Solutions
Texas
$860K +$171K +1,434 +23%
PP
635
Patten & Patten
Tennessee
$856K +$19.6K +165 +2%
ZDA
636
Zweig-DiMenna Associates
New York
$855K -$5.7M -47,900 -86%
XT
637
XTX Topco
Cayman Islands
$851K +$607K +5,096 +215%
FTDI
638
First Trust Direct Indexing
Massachusetts
$849K +$74.2K +623 +9%
JIC
639
Johnson Investment Counsel
Ohio
$847K -$268K -2,248 -23%
CFGS
640
Concourse Financial Group Securities
Alabama
$832K +$36.7K +308 +4%
RCA
641
Ranch Capital Advisors
Florida
$825K +$14.6K +123 +2%
WI
642
WrapManager Inc
California
$819K -$77.7K -653 -8%
PHIMC
643
Private Harbour Investment Management & Counsel
Ohio
$818K -$55.3K -465 -6%
WA
644
Wealth Alliance
New York
$816K -$578K -4,853 -40%
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$806K -$106K -892 -11%
LWAM
646
Legacy Wealth Asset Management
Minnesota
$802K +$28.3K +238 +3%
MIM
647
MTM Investment Management
South Carolina
$802K -$29.9K -251 -3%
PWS
648
Peterson Wealth Services
Utah
$777K +$812K +6,820 New
GLA
649
Great Lakes Advisors
Illinois
$774K +$98.2K +825 +14%
KWM
650
Keebeck Wealth Management
Illinois
$774K +$116K +977 +17%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.