We are live on ! Find out more
CCI icon

Crown Castle

1,289 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,289 (-37)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,289
Holders Change
-37
Holders Change %
-2.79%
% of All Funds
20.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
726
Lavaca Capital
Texas
$688K +$2.63K +19 +0.4%
SRWM
727
Shira Ridge Wealth Management
California
$687K
LB
728
Legacy Bridge
Iowa
$684K
I
729
InceptionR
California
$683K -$288K -2,081 -29%
HWM
730
HB Wealth Management
Georgia
$680K -$23.2K -168 -3%
KPWS
731
Kestra Private Wealth Services
Texas
$680K +$702K +5,079 New
AWC
732
Abundance Wealth Counselors
Pennsylvania
$677K +$700K +5,061 New
BAM
733
Belpointe Asset Management
Nevada
$676K +$164K +1,183 +31%
CG
734
Caprock Group
Idaho
$676K +$185K +1,338 +36%
AF
735
Allworth Financial
California
$673K +$152K +1,099 +28%
AT
736
Arden Trust
Delaware
$673K +$40.5K +293 +6%
SFI
737
Siemens Fonds Invest
Germany
$672K +$29K +210 +4%
IAA
738
Independent Advisor Alliance
North Carolina
$672K -$51.8K -375 -7%
BBHC
739
Brown Brothers Harriman & Co
New York
$654K -$20.7K -150 -3%
BFA
740
Bill Few Associates
Pennsylvania
$648K
MP
741
McDonald Partners
Ohio
$647K +$24.6K +178 +4%
MW
742
Marcum Wealth
Ohio
$647K +$180K +1,305 +37%
BFA
743
BBJS Financial Advisors
Washington
$646K +$667K +4,824 New
HCM
744
Hollencrest Capital Management
California
$642K -$3.59K -26 -0.5%
AAM
745
AR Asset Management
California
$642K +$664K +4,800 New
AA
746
Ancora Advisors
Ohio
$641K +$7.05K +51 +1%
PTC
747
Private Trust Company
Ohio
$637K +$44.8K +324 +7%
AGC
748
Aspen Grove Capital
Colorado
$636K -$18.1K -131 -3%
CAM
749
Chesapeake Asset Management
New York
$632K +$653K +4,722 New
QPWM
750
Quadrant Private Wealth Management
Pennsylvania
$625K +$29.4K +213 +5%

CCI Hedge Fund Activity: Q1 2023 in Review

1,289 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,289 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.