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Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
751
Krane Funds Advisors
New York
$459K +$27.6K +254 +6%
MP
752
McDonald Partners
Ohio
$458K -$9.25K -85 -2%
AAM
753
AR Asset Management
California
$455K +$152K +1,400 +48%
VWA
754
Visionary Wealth Advisors
Illinois
$451K +$11.6K +107 +3%
PCM
755
Parsons Capital Management
Rhode Island
$451K -$5K -46 -1%
MAM
756
Montchanin Asset Management
Delaware
$451K +$463K +4,260 New
STA
757
Summit Trail Advisors
New York
$446K +$22.3K +205 +5%
CAM
758
Cresset Asset Management
Illinois
$444K -$202K -1,856 -31%
NC
759
NovaPoint Capital
Georgia
$443K -$99K -910 -18%
BFO
760
Biltmore Family Office
North Carolina
$442K +$6.74K +62 +2%
LSA
761
Lion Street Advisors
Texas
$439K
CSC
762
Caldwell Sutter Capital
California
$433K +$31.2K +287 +8%
IWA
763
IVC Wealth Advisors
Pennsylvania
$432K +$444K +4,081 New
CCM
764
Chiron Capital Management
Florida
$431K +$18.3K +168 +4%
PA
765
Pinnacle Associates
New York
$430K +$203K +1,864 +85%
EA
766
Ellsworth Advisors
Ohio
$429K +$66.2K +609 +16%
BBHC
767
Brown Brothers Harriman & Co
New York
$426K -$26.3K -242 -6%
AF
768
Allworth Financial
California
$425K +$51.1K +470 +13%
NEI
769
Northwest & Ethical Investments
Ontario, Canada
$425K +$85.7K +788 +24%
AC
770
Avenir Corporation
Virginia
$424K
FFN
771
Focus Financial Network
Minnesota
$423K +$487K +4,481 New
PTC
772
Private Trust Company
Ohio
$422K -$15.6K -143 -3%
LAIC
773
Lederer & Associates Investment Counsel
California
$419K +$52.2K +480 +14%
BF
774
BOK Financial
Oklahoma
$417K +$88.7K +815 +26%
IAA
775
Independent Advisor Alliance
North Carolina
$415K -$109K -1,004 -20%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.