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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Horizon Investments
North Carolina
$678K +$295K +2,878 +96%
CIG
677
Cascade Investment Group
Colorado
$675K +$307K +2,994 +104%
EI
678
Ellevest Inc
New York
$672K +$124K +1,213 +26%
HAG
679
HighPoint Advisor Group
Illinois
$668K +$660K +6,448 New
WKWM
680
Walter & Keenan Wealth Management
Indiana
$666K -$66.2K -646 -10%
SSWM
681
Sheets Smith Wealth Management
North Carolina
$665K -$40.5K -395 -6%
SPC
682
Sigma Planning Corp
Michigan
$658K -$701K -6,843 -54%
HNW
683
High Note Wealth
Minnesota
$656K -$9.12K -89 -2%
LAM
684
LECAP Asset Management
United Kingdom
$656K +$583K +5,693 New
SWM
685
SeaCrest Wealth Management
New York
$654K -$14.6K -143 -2%
AWM
686
Avior Wealth Management
Nebraska
$647K +$523K +5,111 +1,014%
JIC
687
Johnson Investment Counsel
Ohio
$646K -$183K -1,790 -24%
KPWS
688
Kestra Private Wealth Services
Texas
$644K +$62.2K +607 +12%
PS
689
Principal Securities
Iowa
$644K +$573K +5,592 New
BFA
690
Bill Few Associates
Pennsylvania
$644K +$5.22K +51 +0.9%
MCC
691
Malaga Cove Capital
California
$639K -$103K -1,008 -15%
DBIA
692
Dumont & Blake Investment Advisors
New Jersey
$639K -$14.3K -140 -2%
WW
693
Waterfront Wealth
Kansas
$635K +$10.3K +101 +2%
I
694
InceptionR
California
$632K +$562K +5,489 New
PA
695
Procyon Advisors
Connecticut
$627K -$351K -3,426 -39%
HL
696
HeadInvest LLC
Maine
$627K -$81.9K -800 -13%
FIM
697
Freedom Investment Management
Connecticut
$626K +$53.5K +522 +11%
MA
698
Mutual Advisors
Nebraska
$623K -$682K -6,660 -55%
ECM
699
Evergreen Capital Management
Washington
$622K -$110K -1,073 -17%
CCA
700
Checchi Capital Advisers
California
$621K -$64.6K -631 -10%

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.