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Crown Castle
CCI

Overview Fund Activity

1,228 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 473 increasing their positions, 520 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
-53
Holders Change %
-4.14%
% of All Funds
19.37%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
94
Increased
473
Reduced
520
Closed
136
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$368M
2
Cohen & Steers
Cohen & Steers
New York
+$273M
3
Capital World Investors
Capital World Investors
California
+$203M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$177M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$867M
2
Capital International Investors
Capital International Investors
California
-$565M
3
Ameriprise
Ameriprise
Minnesota
-$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$124M
5
BG
Bahl & Gaynor
Ohio
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
751
Evergreen Capital Management
Washington
$474K +$88K +772 +23%
IA
752
IFP Advisors
Florida
$470K -$693K -6,079 -60%
AWE
753
Avidian Wealth Enterprises
Texas
$467K -$542K -4,759 -54%
SAG
754
SageView Advisory Group
California
$466K +$4.33K +38 +0.9%
IB
755
Intrust Bank
Kansas
$462K +$342 +3 +0.1%
SWP
756
Stratos Wealth Partners
Ohio
$462K -$31.1K -273 -6%
SW
757
SVB Wealth
Massachusetts
$461K -$186K -1,628 -29%
KLCM
758
KG&L Capital Management
Louisiana
$459K +$76K +667 +20%
AIS
759
American Investment Services
Massachusetts
$455K – – –
LAIC
760
Lederer & Associates Investment Counsel
California
$454K -$14.8K -130 -3%
CAG
761
Csenge Advisory Group
Florida
$451K +$31.5K +276 +7%
GRP
762
Global Retirement Partners
California
$448K -$308K -2,704 -41%
AF
763
Advisornet Financial
Minnesota
$448K -$12.5K -110 -3%
AF
764
Allworth Financial
California
$445K -$129K -1,128 -22%
CFP
765
Catalyst Financial Partners
Massachusetts
$444K +$60.6K +532 +16%
AAIM
766
American Assets Investment Management
California
$444K – – –
MIM
767
Morningstar Investment Management
Illinois
$443K +$92.3K +811 +26%
MAWCM
768
Mine & Arao Wealth Creation & Management
California
$442K +$3.19K +28 +0.7%
SW
769
SteelPeak Wealth
California
$436K +$436K +3,827 New
TCM
770
Telos Capital Management
California
$436K +$67.2K +590 +18%
KMWM
771
Keudell/Morrison Wealth Management
Oregon
$434K +$22.2K +195 +5%
PI
772
PFG Investments
New York
$434K +$47.7K +419 +12%
HAIM
773
Hunter Associates Investment Management
Pennsylvania
$433K -$28.4K -249 -6%
BFO
774
Biltmore Family Office
North Carolina
$429K -$17.5K -154 -4%
IAN
775
Integrated Advisors Network
Texas
$427K -$10K -88 -2%
29 30
31
32 33