CCI icon

Crown Castle
CCI

Overview Fund Activity

1,231 hedge funds and large institutions have $46.9B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 364 increasing their positions, 533 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,231
Holders Change
+83
Holders Change %
+7.23%
% of All Funds
18.04%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
228
Increased
364
Reduced
533
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$306M
3
Barclays
Barclays
United Kingdom
+$277M
4
MMA
Mizuho Markets Americas
New York
+$202M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$189M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$519M
2
Invesco
Invesco
Georgia
-$237M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$171M
4
Two Sigma Investments
Two Sigma Investments
New York
-$169M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
676
Walter & Keenan Wealth Management
Indiana
$666K -$74.4K -646 -10%
SSWM
677
Sheets Smith Wealth Management
North Carolina
$665K -$45.5K -395 -6%
SPC
678
Sigma Planning Corp
Michigan
$658K -$788K -6,843 -54%
HNW
679
High Note Wealth
Minnesota
$656K -$10.3K -89 -2%
LAM
680
LECAP Asset Management
United Kingdom
$656K +$656K +5,693 New
SWM
681
SeaCrest Wealth Management
New York
$654K -$16.3K -143 -2%
AWM
682
Avior Wealth Management
Nebraska
$647K +$589K +5,111 +1,014%
JIC
683
Johnson Investment Counsel
Ohio
$646K -$206K -1,790 -24%
KPWS
684
Kestra Private Wealth Services
Texas
$644K +$69.9K +607 +12%
PS
685
Principal Securities
Iowa
$644K +$644K +5,592 New
BFA
686
Bill Few Associates
Pennsylvania
$644K +$5.87K +51 +0.9%
MCC
687
Malaga Cove Capital
California
$639K -$116K -1,008 -15%
DBIA
688
Dumont & Blake Investment Advisors
New Jersey
$639K -$16.1K -140 -2%
WW
689
Waterfront Wealth
Kansas
$635K +$11.6K +101 +2%
I
690
InceptionR
California
$632K +$632K +5,489 New
PA
691
Procyon Advisors
Connecticut
$627K -$395K -3,426 -39%
HL
692
HeadInvest LLC
Maine
$627K -$92.2K -800 -13%
FIM
693
Freedom Investment Management
Connecticut
$626K +$60.1K +522 +11%
MA
694
Mutual Advisors
Nebraska
$623K -$767K -6,660 -55%
ECM
695
Evergreen Capital Management
Washington
$622K -$124K -1,073 -17%
CCA
696
Checchi Capital Advisers
California
$621K -$72.7K -631 -10%
LWANC
697
Laurel Wealth Advisors (North Carolina)
North Carolina
$620K – – –
MFS
698
Mirabella Financial Services
United Kingdom
$620K +$620K +5,383 New
SAG
699
SageView Advisory Group
California
$612K +$242K +2,240 +65%
LC
700
Lindbrook Capital
California
$612K -$63.8K -554 -9%
26 27
28
29 30