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Crown Castle
CCI

Overview Fund Activity

1,231 hedge funds and large institutions have $46.9B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 364 increasing their positions, 533 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,231
Holders Change
+83
Holders Change %
+7.23%
% of All Funds
18.04%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
228
Increased
364
Reduced
533
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$306M
3
Barclays
Barclays
United Kingdom
+$277M
4
MMA
Mizuho Markets Americas
New York
+$202M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$189M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$519M
2
Invesco
Invesco
Georgia
-$237M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$171M
4
Two Sigma Investments
Two Sigma Investments
New York
-$169M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
701
Keudell/Morrison Wealth Management
Oregon
$605K +$118K +1,027 +24%
QCG
702
Quadrant Capital Group
Ohio
$604K +$166K +1,441 +38%
Wolverine Trading
703
Wolverine Trading
Illinois
$602K -$1.04M -9,071 -63%
SS
704
Sunbelt Securities
Texas
$602K -$15.1K -131 -2%
AWA
705
Arete Wealth Advisors
Illinois
$601K -$75.8K -658 -11%
FHC
706
Forest Hill Capital
Arkansas
$599K – – –
PWP
707
Precedent Wealth Partners
Texas
$598K +$598K +5,188 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$597K -$1.44M -12,543 -71%
KLCM
709
KG&L Capital Management
Louisiana
$597K +$44K +382 +8%
QCM
710
Quantinno Capital Management
New York
$591K +$264K +2,287 +81%
VFA
711
Valeo Financial Advisors
Indiana
$590K -$45.5K -395 -7%
NC
712
NovaPoint Capital
Georgia
$587K -$60.7K -527 -9%
AG
713
Algert Global
California
$587K +$70.3K +610 +14%
HWM
714
Heirloom Wealth Management
Colorado
$586K -$12K -104 -2%
RC
715
Roundview Capital
New Jersey
$586K +$586K +5,087 New
SRWM
716
Shira Ridge Wealth Management
California
$582K -$13.2K -115 -2%
AIP
717
Ameritas Investment Partners
Nebraska
$580K -$20.6K -179 -3%
BL
718
Balentine LLC
Georgia
$580K +$191K +1,660 +49%
AC
719
AlphaCore Capital
California
$575K +$1.38K +12 +0.2%
UAS
720
United Asset Strategies
New York
$574K +$93.9K +815 +20%
EFMC
721
Empire Financial Management Company
New York
$570K +$23.4K +203 +4%
LOIP
722
Live Oak Investment Partners
Texas
$569K – – –
AIS
723
American Investment Services
Massachusetts
$568K – – –
IAA
724
Independent Advisor Alliance
North Carolina
$567K +$250K +2,169 +79%
FT
725
Fiduciary Trust
Massachusetts
$567K -$320K -2,782 -36%
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