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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
HNW
676
High Note Wealth
Minnesota
$533K +$2.18K +21 +0.4%
IFG
677
Independent Financial Group
California
$530K +$45.7K +441 +8%
JFG
678
Jefferies Financial Group
New York
$530K -$239K -2,309 -29%
AWC
679
Abundance Wealth Counselors
Pennsylvania
$529K +$57.7K +557 +11%
FBT
680
First Bankers Trust
Kentucky
$526K
UOC
681
UBS O'Connor
Illinois
$525K -$7.63M -73,638 -93%
BHC
682
Bowen Hanes & Co
Florida
$524K -$517K -4,995 -47%
DBIA
683
Dumont & Blake Investment Advisors
New Jersey
$523K -$1.04K -10 -0.2%
ACM
684
Advisors Capital Management
New Jersey
$523K +$589K +5,682 New
NC
685
NovaPoint Capital
Georgia
$518K +$96.9K +935 +20%
BFA
686
Bill Few Associates
Pennsylvania
$510K +$33.6K +324 +6%
VFA
687
Valeo Financial Advisors
Indiana
$508K +$314K +3,034 +122%
KWA
688
Kingswood Wealth Advisors
California
$508K +$571K +5,516 New
IAN
689
Integrated Advisors Network
Texas
$504K +$179K +1,728 +46%
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$496K
SS
691
Sunbelt Securities
Texas
$493K +$11K +106 +2%
SWP
692
Stratos Wealth Partners
Ohio
$485K +$126K +1,217 +30%
LCM
693
Legato Capital Management
California
$484K
CG
694
Caprock Group
Idaho
$481K +$64K +618 +13%
KFA
695
Krane Funds Advisors
New York
$481K +$75.5K +729 +16%
MP
696
McDonald Partners
Ohio
$481K +$10.6K +102 +2%
CQS
697
Credential Qtrade Securities
$480K -$4.56K -44 -0.8%
AIP
698
Ameritas Investment Partners
Nebraska
$480K -$14.1K -136 -3%
FHC
699
Forest Hill Capital
Arkansas
$479K +$62.2K +600 +13%
HWM
700
Heirloom Wealth Management
Colorado
$478K

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.