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Crown Castle
CCI

Overview Fund Activity

1,228 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 473 increasing their positions, 520 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
-53
Holders Change %
-4.14%
% of All Funds
19.37%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
94
Increased
473
Reduced
520
Closed
136
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$368M
2
Cohen & Steers
Cohen & Steers
New York
+$273M
3
Capital World Investors
Capital World Investors
California
+$203M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$177M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$867M
2
Capital International Investors
Capital International Investors
California
-$565M
3
Ameriprise
Ameriprise
Minnesota
-$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$124M
5
BG
Bahl & Gaynor
Ohio
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
701
Chesley Taft & Associates
Illinois
$595K -$223K -1,955 -27%
BFA
702
Bill Few Associates
Pennsylvania
$594K +$42.7K +375 +8%
PWM
703
Perigon Wealth Management
California
$593K -$14.8K -130 -2%
HWM
704
Heirloom Wealth Management
Colorado
$592K – – –
AWC
705
Abundance Wealth Counselors
Pennsylvania
$591K +$14.2K +125 +2%
IIM
706
InTrack Investment Management
Vermont
$590K -$34.2K -300 -5%
AGC
707
Aspen Grove Capital
Colorado
$590K +$48.2K +423 +9%
DWT
708
Dorsey & Whitney Trust
South Dakota
$588K +$124K +1,086 +27%
CWM
709
Cordatus Wealth Management
Pennsylvania
$588K +$588K +5,161 New
WA
710
WBH Advisory
Maryland
$588K – – –
MW
711
Marcum Wealth
Ohio
$586K +$35.3K +310 +6%
MP
712
McDonald Partners
Ohio
$583K +$32.6K +286 +6%
LB
713
Legacy Bridge
Iowa
$582K – – –
SRWM
714
Shira Ridge Wealth Management
California
$581K -$4.1K -36 -0.7%
HWM
715
HB Wealth Management
Georgia
$577K -$1.71K -15 -0.3%
SFI
716
Siemens Fonds Invest
Germany
$569K – – –
BSA
717
Braun Stacey Associates
New York
$569K -$908K -7,967 -61%
LC
718
Lavaca Capital
Texas
$564K -$21.2K -186 -4%
JCM
719
Jacobi Capital Management
Pennsylvania
$562K +$167K +1,468 +42%
QPW
720
Quantum Private Wealth
Florida
$558K -$103K -904 -16%
IAA
721
Independent Advisor Alliance
North Carolina
$551K -$21K -184 -4%
AAM
722
AR Asset Management
California
$547K – – –
SWM
723
Salvus Wealth Management
New Jersey
$544K +$13.3K +117 +3%
BBHC
724
Brown Brothers Harriman & Co
New York
$538K -$18.9K -166 -3%
AA
725
Ancora Advisors
Ohio
$538K -$7.75K -68 -1%
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