We are live on ! Find out more
CCI icon

Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
751
Garde Capital
Washington
$492K +$401K +3,365 +352%
BCM
752
Brookstone Capital Management
Illinois
$481K +$19.8K +166 +4%
GWM
753
Gray Wealth Management
Maine
$478K -$8.57K -72 -2%
ECM
754
Evergreen Capital Management
Washington
$474K +$91.9K +772 +23%
IA
755
IFP Advisors
Florida
$470K -$724K -6,079 -60%
AWE
756
Avidian Wealth Enterprises
Texas
$467K -$566K -4,759 -54%
SAG
757
SageView Advisory Group
California
$466K +$4.52K +38 +0.9%
IB
758
Intrust Bank
Kansas
$462K +$357 +3 +0.1%
SWP
759
Stratos Wealth Partners
Ohio
$462K -$32.5K -273 -6%
SW
760
SVB Wealth
Massachusetts
$461K -$194K -1,628 -29%
KLCM
761
KG&L Capital Management
Louisiana
$459K +$79.4K +667 +20%
AIS
762
American Investment Services
Massachusetts
$455K
LAIC
763
Lederer & Associates Investment Counsel
California
$454K -$15.5K -130 -3%
CAG
764
Csenge Advisory Group
Florida
$451K +$32.9K +276 +7%
GRP
765
Global Retirement Partners
California
$448K -$322K -2,704 -41%
AF
766
Advisornet Financial
Minnesota
$448K -$13.1K -110 -3%
AF
767
Allworth Financial
California
$445K -$134K -1,128 -22%
CFP
768
Catalyst Financial Partners
Massachusetts
$444K +$63.3K +532 +16%
AAIM
769
American Assets Investment Management
California
$444K
MIM
770
Morningstar Investment Management
Illinois
$443K +$96.5K +811 +26%
MAWCM
771
Mine & Arao Wealth Creation & Management
California
$442K +$3.33K +28 +0.7%
CAM
772
Chesapeake Asset Management
New York
$437K -$105K -885 -19%
SW
773
SteelPeak Wealth
California
$436K +$456K +3,827 New
TCM
774
Telos Capital Management
California
$436K +$70.2K +590 +18%
KMWM
775
Keudell/Morrison Wealth Management
Oregon
$434K +$23.2K +195 +5%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.