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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
WI
651
WrapManager Inc
California
$594K -$76K -734 -10%
CA
652
Clearstead Advisors
Ohio
$593K +$295K +2,846 +79%
WKWM
653
Walter & Keenan Wealth Management
Indiana
$592K -$404K -3,899 -38%
PA
654
Profund Advisors
Maryland
$587K -$17.9K -173 -3%
SSI
655
Scott & Selber Inc
Texas
$581K -$7.98K -77 -1%
BFS
656
Bard Financial Services
Connecticut
$581K +$174K +1,675 +36%
RFA
657
Resurgent Financial Advisors
Georgia
$580K +$44.8K +432 +7%
AAS
658
Ameritas Advisory Services
Nebraska
$579K +$413K +3,983 +171%
TCOT
659
Trust Company of Toledo
Ohio
$576K +$99.6K +961 +18%
CFGS
660
Concourse Financial Group Securities
Alabama
$574K -$111K -1,070 -15%
MIM
661
MTM Investment Management
South Carolina
$572K -$85.2K -822 -12%
FMAEN1
662
Fund Management at Engine No 1
California
$571K +$58.2K +562 +10%
SSWM
663
Sheets Smith Wealth Management
North Carolina
$568K +$639K +6,170 New
HL
664
HeadInvest LLC
Maine
$567K -$15.6K -151 -2%
CWM
665
C2C Wealth Management
Arizona
$564K
MOS
666
MGO One Seven
Ohio
$555K -$27.8K -268 -4%
CCA
667
Checchi Capital Advisers
California
$554K -$74.3K -717 -11%
CIC
668
Cornercap Investment Counsel
Georgia
$549K +$1.04K +10 +0.2%
Fayez Sarofim & Co
669
Fayez Sarofim & Co
Texas
$548K -$647K -6,245 -51%
SWM
670
SeaCrest Wealth Management
New York
$542K -$18.4K -178 -3%
First Manhattan
671
First Manhattan
New York
$541K -$4.93M -47,594 -89%
AWA
672
Arete Wealth Advisors
Illinois
$541K -$437K -4,222 -42%
CAM
673
Cresset Asset Management
Illinois
$541K -$3.63K -35 -0.6%
CIAS
674
Capital Investment Advisory Services
North Carolina
$540K +$421K +4,068 +226%
LC
675
Lindbrook Capital
California
$540K -$19.1K -184 -3%

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 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.