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Crown Castle
CCI

Overview Fund Activity

1,145 hedge funds and large institutions have $47.4B invested in Crown Castle in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 438 increasing their positions, 453 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.56%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
118
Increased
438
Reduced
453
Closed
83
Calls
$366M
Puts
$240M
Net Calls
+$127M
Net Calls Change
-$6.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$400M
2
UBS AM
UBS AM
Illinois
+$383M
3
Cohen & Steers
Cohen & Steers
New York
+$330M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
5
Invesco
Invesco
Georgia
+$124M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$139M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$113M
4
Lazard Asset Management
Lazard Asset Management
New York
-$111M
5
Bank of America
Bank of America
North Carolina
-$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
676
HeadInvest LLC
Maine
$503K -$56.3K -475 -10%
RPCONE
677
Retirement Planning Company of New England
Rhode Island
$503K -$18.4K -155 -4%
NC
678
NovaPoint Capital
Georgia
$502K -$26.3K -222 -5%
HCM
679
Hollencrest Capital Management
California
$498K – – –
FHB
680
First Hawaiian Bank
Hawaii
$497K -$181K -1,526 -27%
GWM
681
Gray Wealth Management
Maine
$497K -$44.1K -372 -8%
BFO
682
Biltmore Family Office
North Carolina
$490K -$5.46K -46 -1%
PFS
683
Prospera Financial Services
Texas
$485K -$9.61K -81 -2%
EP
684
Edgestream Partners
New Jersey
$485K -$6.51M -54,885 -93%
CCFM
685
Clear Creek Financial Management
Washington
$484K -$17.6K -148 -3%
MIM
686
Morningstar Investment Management
Illinois
$484K -$421K -3,758 -47%
FFA
687
Farther Finance Advisors
California
$483K +$55.5K +468 +13%
PA
688
Probity Advisors
Texas
$475K +$45.2K +381 +11%
FNBOMD
689
First National Bank of Mount Dora
Florida
$473K -$108K -907 -19%
ACA
690
Aptus Capital Advisors
Alabama
$470K +$39.9K +336 +9%
LAIC
691
Lederer & Associates Investment Counsel
California
$469K – – –
GT
692
Glenview Trust
Kentucky
$465K -$4.98K -42 -1%
VWA
693
Visionary Wealth Advisors
Illinois
$464K +$22.5K +190 +5%
EFS
694
Essex Financial Services
Connecticut
$461K +$11.3K +103 +3%
BIG
695
Brooklyn Investment Group
New York
$460K +$225K +1,895 +95%
PWMG
696
Pinnacle Wealth Management Group
Michigan
$460K +$40K +337 +10%
CB
697
CNB Bank
Pennsylvania
$460K -$127K -1,074 -22%
AIS
698
American Investment Services
Massachusetts
$458K – – –
MAWCM
699
Mine & Arao Wealth Creation & Management
California
$456K +$3.8K +32 +0.8%
VI
700
Versor Investments
New York
$455K +$455K +3,839 New
26 27
28
29 30