We are live on ! Find out more
CCI icon

Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
651
Water Island Capital
New York
$669K +$24.4K +224 +4%
HAG
652
HighPoint Advisor Group
Illinois
$668K +$25.2K +232 +4%
IP
653
Ignite Planners
California
$665K -$106K -978 -13%
DWM
654
Dakota Wealth Management
Florida
$662K -$1.44M -13,275 -68%
OTL
655
Oak Thistle LLC
New York
$659K -$685K -6,293 -50%
AWM
656
AE Wealth Management
Kansas
$657K -$4.81M -44,180 -88%
CIAS
657
Capital Investment Advisory Services
North Carolina
$656K -$10.2K -94 -1%
FC
658
FORA Capital
Florida
$655K +$674K +6,193 New
MA
659
MCF Advisors
Kentucky
$655K +$210K +1,928 +45%
NS
660
NBC Securities
Alabama
$654K -$37.9K -348 -5%
HF
661
HRT Financial
New York
$653K +$671K +6,173 New
SSWM
662
Sheets Smith Wealth Management
North Carolina
$648K +$37.5K +345 +6%
BFG
663
Beacon Financial Group
Texas
$646K -$57.1K -525 -8%
ICA
664
Infrastructure Capital Advisors
New York
$643K -$15.4K -142 -2%
CCA
665
Checchi Capital Advisers
California
$643K +$74.4K +684 +13%
MIM
666
MTM Investment Management
South Carolina
$638K
PWP
667
Precedent Wealth Partners
Texas
$637K +$90.3K +830 +16%
SFI
668
Siemens Fonds Invest
Germany
$631K -$19.3K -177 -3%
KLCM
669
KG&L Capital Management
Louisiana
$627K +$80.4K +739 +14%
HI
670
Horizon Investments
North Carolina
$626K +$3.15K +29 +0.5%
PPC
671
Park Place Capital
Alabama
$625K -$345K -3,171 -35%
OIA
672
Optimum Investment Advisors
Illinois
$615K +$287K +2,635 +83%
WKWM
673
Walter & Keenan Wealth Management
Indiana
$614K +$1.63K +15 +0.3%
BFM
674
Boothbay Fund Management
New York
$613K +$236K +2,169 +60%
KMWM
675
Keudell/Morrison Wealth Management
Oregon
$611K +$57.2K +526 +10%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.