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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
701
Laurel Wealth Advisors (North Carolina)
North Carolina
$620K
MFS
702
Mirabella Financial Services
United Kingdom
$620K +$551K +5,383 New
SAG
703
SageView Advisory Group
California
$612K +$229K +2,240 +65%
LC
704
Lindbrook Capital
California
$612K -$56.7K -554 -9%
KMWM
705
Keudell/Morrison Wealth Management
Oregon
$605K +$105K +1,027 +24%
QCG
706
Quadrant Capital Group
Ohio
$604K +$148K +1,441 +38%
Wolverine Trading
707
Wolverine Trading
Illinois
$602K -$929K -9,071 -63%
SS
708
Sunbelt Securities
Texas
$602K -$13.4K -131 -2%
AWA
709
Arete Wealth Advisors
Illinois
$601K -$67.4K -658 -11%
FHC
710
Forest Hill Capital
Arkansas
$599K
PWP
711
Precedent Wealth Partners
Texas
$598K +$531K +5,188 New
FLPIM
712
F.L. Putnam Investment Management
Massachusetts
$597K -$1.28M -12,543 -71%
KLCM
713
KG&L Capital Management
Louisiana
$597K +$39.1K +382 +8%
QCM
714
Quantinno Capital Management
New York
$591K +$234K +2,287 +81%
VFA
715
Valeo Financial Advisors
Indiana
$590K -$40.5K -395 -7%
NC
716
NovaPoint Capital
Georgia
$587K -$54K -527 -9%
AG
717
Algert Global
California
$587K +$62.5K +610 +14%
HWM
718
Heirloom Wealth Management
Colorado
$586K -$10.7K -104 -2%
RC
719
Roundview Capital
New Jersey
$586K +$521K +5,087 New
SRWM
720
Shira Ridge Wealth Management
California
$582K -$11.8K -115 -2%
AIP
721
Ameritas Investment Partners
Nebraska
$580K -$18.3K -179 -3%
BL
722
Balentine LLC
Georgia
$580K +$170K +1,660 +49%
AC
723
AlphaCore Capital
California
$575K +$1.23K +12 +0.2%
UAS
724
United Asset Strategies
New York
$574K +$83.5K +815 +20%
EFMC
725
Empire Financial Management Company
New York
$570K +$20.8K +203 +4%

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.