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Crown Castle

1,228 hedge funds and large institutions have $67.9B invested in Crown Castle in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 565 increasing their positions, 385 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $360M | Put options by funds: $163M

47% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 385

41% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 104

10% more capital invested

Capital invested by funds: $61.5B → $67.9B (+$6.34B)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

3% more funds holding

Funds holding: 1,1941,228 (+34)

2.02% more ownership

Funds ownership: 89.75%91.77% (+2%)

Holders
1,228
Holders Change
+34
Holders Change %
+2.85%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
147
Increased
565
Reduced
385
Closed
104
Calls
$360M
Puts
$163M
Net Calls
+$197M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
676
Lineweaver Wealth Advisors
Ohio
$904K +$190K +1,187 +29%
HNW
677
High Note Wealth
Minnesota
$899K +$109K +680 +15%
FMT
678
First Mercantile Trust
Tennessee
$888K -$65.5K -409 -7%
SCM
679
Schnieders Capital Management
California
$888K +$30.3K +189 +4%
TCOT
680
Trust Company of Toledo
Ohio
$884K
SFS
681
Sowell Financial Services
Arkansas
$882K +$97.7K +610 +14%
ACM
682
Alethea Capital Management
Washington
$878K +$817K +5,103 New
IAIM
683
International Assets Investment Management
Florida
$874K +$346K +2,163 +69%
IFG
684
Independent Financial Group
California
$869K +$177K +1,108 +28%
FTDI
685
First Trust Direct Indexing
Massachusetts
$866K +$40K +250 +5%
IMRF
686
Illinois Municipal Retirement Fund
Illinois
$864K -$330K -2,062 -29%
VFA
687
Values First Advisors
Tennessee
$852K +$37.5K +234 +5%
AWE
688
Avidian Wealth Enterprises
Texas
$851K +$90.3K +564 +13%
RG
689
Rathbones Group
United Kingdom
$837K
HCM
690
Hollencrest Capital Management
California
$826K +$208K +1,300 +37%
AAM
691
AR Asset Management
California
$826K +$769K +4,800 New
OCG
692
Opus Capital Group
Ohio
$823K -$143K -890 -16%
HWMA
693
Heritage Wealth Management (Arizona)
Arizona
$818K +$761K +4,752 New
WI
694
WrapManager Inc
California
$817K +$271K +1,689 +55%
GIA
695
Gateway Investment Advisers
Ohio
$813K +$38.6K +241 +5%
ANRIA
696
American National Registered Investment Advisor
Texas
$812K
IIC
697
Ironwood Investment Counsel
Arizona
$807K +$752K +4,694 New
HCA
698
Harbour Capital Advisors
Virginia
$803K +$747K +4,665 New
AIL
699
AGF Investments LLC
Ontario, Canada
$799K -$148K -923 -17%
SWM
700
Spire Wealth Management
Virginia
$796K +$758K +4,732 New

CCI Hedge Fund Activity: Q1 2021 in Review

1,228 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2021, worth a combined $67.9B — up 10% from $61.5B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new CCI positions and 104 closed out — a net gain of 43 holders — while 565 added to existing stakes and 385 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $1.05B. The largest seller was Janus Henderson Group, cutting an estimated $361M.

  • 1,228 institutional investors held Crown Castle (CCI) as of Q1 2021, up from 1,194 in Q4 2020.
  • Funds reported $67.9B of Crown Castle stock for Q1 2021, up 10% quarter-over-quarter.
  • 147 funds opened new Crown Castle positions in Q1 2021 and 104 closed out, a net change of +43 holders.
  • The largest Crown Castle buyer in Q1 2021 was Aristotle Capital Management, an estimated $1.05B added.
  • The largest Crown Castle seller in Q1 2021 was Janus Henderson Group, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2021.