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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
701
Shira Ridge Wealth Management
California
$476K +$7.67K +74 +1%
BW
702
Bison Wealth
Georgia
$476K -$25.5K -246 -5%
SAM
703
Sompo Asset Management
Japan
$472K -$41.4K -400 -7%
BAM
704
Belpointe Asset Management
Nevada
$471K +$276K +2,661 +109%
LB
705
Legacy Bridge
Iowa
$470K
WW
706
Waterfront Wealth
Kansas
$470K +$185K +1,783 +49%
CWM
707
Cordatus Wealth Management
Pennsylvania
$464K -$12.4K -120 -2%
SFI
708
Siemens Fonds Invest
Germany
$462K
DS
709
DRW Securities
Illinois
$462K +$520K +5,016 New
HAIM
710
Hunter Associates Investment Management
Pennsylvania
$461K +$123K +1,190 +31%
KPWS
711
Kestra Private Wealth Services
Texas
$459K +$517K +4,988 New
AC
712
AlphaCore Capital
California
$459K -$167K -1,613 -24%
LC
713
Lavaca Capital
Texas
$457K +$2.07K +20 +0.4%
AIS
714
American Investment Services
Massachusetts
$454K +$97.5K +941 +24%
FIM
715
Freedom Investment Management
Connecticut
$453K -$147K -1,418 -22%
WA
716
WBH Advisory
Maryland
$452K -$25.9K -250 -5%
AIM
717
Aigen Investment Management
New York
$452K -$2.06M -19,918 -80%
QPW
718
Quantum Private Wealth
Florida
$451K
VSQM
719
V-Square Quantitative Management
Illinois
$449K +$229K +2,206 +83%
BHCM
720
Brevan Howard Capital Management
Jersey
$448K +$504K +4,867 New
SC
721
Savoie Capital
Illinois
$443K +$498K +4,810 New
AAM
722
AR Asset Management
California
$442K
KLCM
723
KG&L Capital Management
Louisiana
$442K +$80.3K +775 +19%
EFMC
724
Empire Financial Management Company
New York
$437K +$257K +2,477 +109%
FFN
725
Focus Financial Network
Minnesota
$430K -$4.04K -39 -0.8%

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.