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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
676
Castle Rock Wealth Management
California
$677K +$60K +504 +10%
CAM
677
Cresset Asset Management
Illinois
$673K -$19K -160 -3%
CCM
678
Coldstream Capital Management
Washington
$671K +$64.6K +543 +10%
RFA
679
Resurgent Financial Advisors
Georgia
$669K -$55.9K -470 -7%
HL
680
HeadInvest LLC
Maine
$667K -$80.6K -677 -10%
LSA
681
Lion Street Advisors
Texas
$663K +$5.59K +47 +1%
ICA
682
Infrastructure Capital Advisors
New York
$660K +$373K +3,136 +118%
HNW
683
High Note Wealth
Minnesota
$657K -$121K -1,019 -15%
FBT
684
First Bankers Trust
Kentucky
$651K
DBIA
685
Dumont & Blake Investment Advisors
New Jersey
$649K +$119 +1 +0%
FMAEN1
686
Fund Management at Engine No 1
California
$643K +$46.4K +390 +7%
Verition Fund Management
687
Verition Fund Management
Connecticut
$642K -$17.9K -150 -3%
WS
688
Wedbush Securities
California
$642K -$326K -2,738 -33%
LNC
689
Lincoln National Corp
Pennsylvania
$639K -$16.3K -137 -2%
GCP
690
GSA Capital Partners
United Kingdom
$632K +$660K +5,549 New
SAM
691
Sompo Asset Management
Japan
$630K -$173K -1,450 -21%
BEI
692
Benjamin Edwards Inc
Missouri
$620K +$3.1K +26 +0.5%
GT
693
Greenleaf Trust
Michigan
$619K -$170K -1,432 -21%
BW
694
Bison Wealth
Georgia
$617K +$114K +957 +21%
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$614K
AIP
696
Ameritas Investment Partners
Nebraska
$609K -$21.7K -182 -3%
BCP
697
Berkeley Capital Partners
Georgia
$607K +$714 +6 +0.1%
IFG
698
Independent Financial Group
California
$606K +$225K +1,888 +55%
TCOT
699
Trust Company of Toledo
Ohio
$603K -$8.93K -75 -1%
CQS
700
Credential Qtrade Securities
$599K -$5.59K -47 -0.9%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.