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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
SWM
751
Salvus Wealth Management
New Jersey
$623K +$13.1K +95 +2%
FHC
752
Forest Hill Capital
Arkansas
$616K
OTL
753
Oak Thistle LLC
New York
$614K +$635K +4,591 New
CRWM
754
Castle Rock Wealth Management
California
$614K -$8.71K -63 -1%
FFN
755
Focus Financial Network
Minnesota
$604K -$2.35K -17 -0.4%
TF
756
Threadgill Financial
Texas
$603K -$25.4K -184 -4%
SG
757
Stonnington Group
California
$592K +$19.4K +140 +3%
SSB
758
Sandy Spring Bank
Maryland
$587K +$89.6K +648 +17%
MGIA
759
Moneta Group Investment Advisors
Missouri
$585K +$183K +1,321 +43%
RMDI
760
R.M. Davis Inc
Maine
$581K -$8.85K -64 -1%
SWP
761
Stratos Wealth Partners
Ohio
$579K -$38.6K -279 -6%
HIC
762
Hartline Investment Corp
Illinois
$573K -$131K -951 -18%
CP
763
Covenant Partners
Tennessee
$572K -$58.1K -420 -9%
GWM
764
Gray Wealth Management
Maine
$571K +$6.36K +46 +1%
SFS
765
Sowell Financial Services
Arkansas
$567K +$586K +4,238 New
CTC
766
Central Trust Company
Missouri
$565K -$30.3K -219 -5%
MA
767
MCF Advisors
Kentucky
$561K +$173K +1,254 +43%
PP
768
Peconic Partners
New York
$552K
WEG
769
World Equity Group
Illinois
$551K +$2.14M +15,454 New
LAIC
770
Lederer & Associates Investment Counsel
California
$551K
SG Americas Securities
771
SG Americas Securities
New York
$549K -$181K -1,307 -24%
DWT
772
Dorsey & Whitney Trust
South Dakota
$545K -$51.1K -370 -8%
IB
773
Intrust Bank
Kansas
$543K +$18.5K +134 +3%
BC
774
Bridgefront Capital
Texas
$542K +$253K +1,830 +82%
SAG
775
SageView Advisory Group
California
$542K +$560K +4,048 New

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.