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Crown Castle

1,148 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, 468 increasing their positions, 446 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-80
Holders Change %
-6.51%
% of All Funds
18.3%
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
468
Reduced
446
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WKWM
651
Walter & Keenan Wealth Management
Indiana
$592K -$359K -3,899 -38%
PA
652
Profund Advisors
Maryland
$587K -$15.9K -173 -3%
SSI
653
Scott & Selber Inc
Texas
$581K -$7.09K -77 -1%
BFS
654
Bard Financial Services
Connecticut
$581K +$154K +1,675 +36%
RFA
655
Resurgent Financial Advisors
Georgia
$580K +$39.8K +432 +7%
AAS
656
Ameritas Advisory Services
Nebraska
$579K +$365K +3,983 +171%
TCOT
657
Trust Company of Toledo
Ohio
$576K +$88.4K +961 +18%
CFGS
658
Concourse Financial Group Securities
Alabama
$574K -$98.5K -1,070 -15%
MIM
659
MTM Investment Management
South Carolina
$572K -$75.6K -822 -12%
FMAEN1
660
Fund Management at Engine No 1
California
$571K +$51.7K +562 +10%
SSWM
661
Sheets Smith Wealth Management
North Carolina
$568K +$568K +6,170 New
HL
662
HeadInvest LLC
Maine
$567K -$13.7K -151 -2%
CWM
663
C2C Wealth Management
Arizona
$564K
MOS
664
MGO One Seven
Ohio
$555K -$24.7K -268 -4%
CCA
665
Checchi Capital Advisers
California
$554K -$66K -717 -11%
CIC
666
Cornercap Investment Counsel
Georgia
$549K +$920 +10 +0.2%
Fayez Sarofim & Co
667
Fayez Sarofim & Co
Texas
$548K -$575K -6,245 -51%
SWM
668
SeaCrest Wealth Management
New York
$542K -$16.4K -178 -3%
First Manhattan
669
First Manhattan
New York
$541K -$4.38M -47,594 -89%
AWA
670
Arete Wealth Advisors
Illinois
$541K -$389K -4,222 -42%
CAM
671
Cresset Asset Management
Illinois
$541K -$3.22K -35 -0.6%
CIAS
672
Capital Investment Advisory Services
North Carolina
$540K +$374K +4,068 +226%
LC
673
Lindbrook Capital
California
$540K -$16.9K -184 -3%
HNW
674
High Note Wealth
Minnesota
$533K +$1.93K +21 +0.4%
JFG
675
Jefferies Financial Group
New York
$530K -$212K -2,309 -29%