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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 %
FTWA
626
Fifth Third Wealth Advisors
Ohio
$628K +$199K +1,674 +46%
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$628K -$6.52K -55 -1%
SG Americas Securities
628
SG Americas Securities
New York
$623K -$5.69M -47,982 -90%
SCM
629
Schnieders Capital Management
California
$621K +$68.1K +574 +12%
CBB
630
Citizens Business Bank
California
$620K +$620K +5,230 New
GI
631
GAMMA Investing
California
$620K +$202K +1,705 +48%
SAG
632
SageView Advisory Group
California
$619K -$475 -4 -0.1%
CCM
633
Chiron Capital Management
Florida
$618K -$912K -7,684 -60%
SF
634
Summit Financial
New Jersey
$612K +$57.7K +486 +10%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$609K -$120K -1,011 -16%
MIM
636
MTM Investment Management
South Carolina
$604K -$45.7K -410 -7%
UB
637
Umpqua Bank
Oregon
$604K +$23.4K +197 +4%
FIM
638
Freedom Investment Management
Connecticut
$603K -$39.3K -331 -6%
HA
639
Herold Advisors
New York
$598K +$68.7K +579 +13%
IAN
640
Integrated Advisors Network
Texas
$596K +$117K +988 +24%
IWM
641
IHT Wealth Management
Illinois
$596K +$155K +1,306 +35%
PWP
642
Private Wealth Partners
California
$593K -$23.7K -200 -4%
FAIM
643
Financial Advocates Investment Management
Washington
$589K +$20.9K +176 +4%
EI
644
Ellevest Inc
New York
$589K +$159K +1,344 +37%
UAS
645
United Asset Strategies
New York
$589K +$7K +59 +1%
HNW
646
High Note Wealth
Minnesota
$582K -$65.5K -552 -10%
CIS
647
Capital International Sarl
California
$581K +$193K +1,629 +50%
AWA
648
Arete Wealth Advisors
Illinois
$576K -$31.5K -267 -5%
AM
649
AGF Management
Ontario, Canada
$568K -$990K -8,345 -64%
AC
650
AlphaCore Capital
California
$568K +$52.9K +446 +10%
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