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Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
676
Principal Securities
Iowa
$611K +$19.3K +177 +3%
Vontobel Holding
677
Vontobel Holding
Switzerland
$610K -$125K -1,148 -17%
CIG
678
Cascade Investment Group
Colorado
$606K -$14.7K -135 -2%
IAS
679
Insigneo Advisory Services
Florida
$604K -$67.1K -617 -10%
PP
680
Paloma Partners
Connecticut
$603K +$620K +5,699 New
FAIM
681
Financial Advocates Investment Management
Washington
$598K -$86.3K -793 -12%
BCM
682
Becker Capital Management
Oregon
$597K +$614K +5,645 New
HNW
683
High Note Wealth
Minnesota
$594K -$9.25K -85 -1%
DBIA
684
Dumont & Blake Investment Advisors
New Jersey
$594K +$7.07K +65 +1%
DWT
685
Dorsey & Whitney Trust
South Dakota
$594K +$76K +699 +14%
FNBOMD
686
First National Bank of Mount Dora
Florida
$593K -$254K -2,332 -29%
MCC
687
Malaga Cove Capital
California
$592K +$4.57K +42 +0.8%
AM
688
AGF Management
Ontario, Canada
$590K -$1.82M -16,717 -75%
AWM
689
Axxcess Wealth Management
California
$587K +$604K +5,551 New
PWMG
690
Prestige Wealth Management Group
New Jersey
$586K +$569K +5,232 +1,721%
SWM
691
SeaCrest Wealth Management
New York
$585K -$24.4K -224 -4%
JIC
692
Johnson Investment Counsel
Ohio
$577K -$16.5K -152 -3%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$572K +$1.74K +16 +0.3%
PA
694
Procyon Advisors
Connecticut
$571K -$5.76K -53 -1%
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$570K +$376K +3,453 +182%
BFA
696
Bill Few Associates
Pennsylvania
$562K -$30.7K -282 -5%
BL
697
Balentine LLC
Georgia
$559K +$27.4K +252 +5%
UAS
698
United Asset Strategies
New York
$559K +$32.4K +298 +6%
EI
699
Ellevest Inc
New York
$557K -$61.7K -567 -10%
TA
700
Tectonic Advisors
Texas
$557K +$61.7K +567 +12%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.