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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
626
Comprehensive Financial Consultants Institutional
Indiana
$676K +$117K +1,129 +18%
FCM
627
Fourpath Capital Management
Oklahoma
$666K +$750K +7,238 New
GT
628
Greenleaf Trust
Michigan
$665K +$186K +1,799 +33%
SWM
629
Salvus Wealth Management
New Jersey
$659K +$247K +2,387 +50%
NAM
630
NTV Asset Management
West Virginia
$659K -$70K -676 -9%
PHIMC
631
Private Harbour Investment Management & Counsel
Ohio
$655K -$6.42K -62 -0.9%
TBA
632
Tower Bridge Advisors
Pennsylvania
$649K -$240K -2,314 -25%
FTDI
633
First Trust Direct Indexing
Massachusetts
$642K -$48.5K -468 -6%
LIM
634
Loudon Investment Management
New Hampshire
$642K +$723K +6,979 New
CCM
635
Coldstream Capital Management
Washington
$642K +$112K +1,085 +18%
RCA
636
Ranch Capital Advisors
Florida
$642K -$28.3K -273 -4%
PCP
637
Proficio Capital Partners
Massachusetts
$639K +$26.2K +253 +4%
SC
638
Scotia Capital
Ontario, Canada
$637K -$280K -2,698 -28%
PCIA
639
Prime Capital Investment Advisors
Kansas
$636K -$208K -2,010 -23%
JCM
640
Jacobi Capital Management
Pennsylvania
$633K +$202K +1,946 +39%
KWM
641
Keebeck Wealth Management
Illinois
$633K +$8.6K +83 +1%
HWM
642
HB Wealth Management
Georgia
$625K +$178K +1,722 +34%
Lido Advisors
643
Lido Advisors
California
$623K -$217K -2,097 -24%
BCA
644
Bay Colony Advisors
Massachusetts
$617K +$694K +6,703 New
CRWM
645
Castle Rock Wealth Management
California
$609K +$100K +970 +17%
MS
646
Madden Securities
Texas
$606K -$174K -1,680 -20%
GT
647
Glenview Trust
Kentucky
$606K -$121K -1,168 -15%
MCC
648
Malaga Cove Capital
California
$604K +$304K +2,932 +81%
EFS
649
Essex Financial Services
Connecticut
$603K -$17.6K -170 -3%
ECM
650
Evergreen Capital Management
Washington
$596K +$240K +2,314 +56%

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.