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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
701
Legato Capital Management
California
$599K
SS
702
Sunbelt Securities
Texas
$598K -$19.6K -165 -3%
CI
703
Cigna Investments
Connecticut
$597K
CTA
704
Chesley Taft & Associates
Illinois
$595K -$233K -1,955 -27%
BFA
705
Bill Few Associates
Pennsylvania
$594K +$44.6K +375 +8%
PWM
706
Perigon Wealth Management
California
$593K -$15.5K -130 -2%
HWM
707
Heirloom Wealth Management
Colorado
$592K
AWC
708
Abundance Wealth Counselors
Pennsylvania
$591K +$14.9K +125 +2%
IIM
709
InTrack Investment Management
Vermont
$590K -$35.7K -300 -5%
AGC
710
Aspen Grove Capital
Colorado
$590K +$50.3K +423 +9%
DWT
711
Dorsey & Whitney Trust
South Dakota
$588K +$129K +1,086 +27%
CWM
712
Cordatus Wealth Management
Pennsylvania
$588K +$614K +5,161 New
WA
713
WBH Advisory
Maryland
$588K
MW
714
Marcum Wealth
Ohio
$586K +$36.9K +310 +6%
MP
715
McDonald Partners
Ohio
$583K +$34K +286 +6%
LB
716
Legacy Bridge
Iowa
$582K
SRWM
717
Shira Ridge Wealth Management
California
$581K -$4.29K -36 -0.7%
HWM
718
HB Wealth Management
Georgia
$577K -$1.78K -15 -0.3%
SFI
719
Siemens Fonds Invest
Germany
$569K
BSA
720
Braun Stacey Associates
New York
$569K -$948K -7,967 -61%
LC
721
Lavaca Capital
Texas
$564K -$22.1K -186 -4%
JCM
722
Jacobi Capital Management
Pennsylvania
$562K +$175K +1,468 +42%
QPW
723
Quantum Private Wealth
Florida
$558K -$108K -904 -16%
IAA
724
Independent Advisor Alliance
North Carolina
$551K -$21.9K -184 -4%
AAM
725
AR Asset Management
California
$547K

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.