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Crown Castle

815 hedge funds and large institutions have $43.3B invested in Crown Castle in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 326 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 62

45% more call options, than puts

Call options by funds: $187M | Put options by funds: $129M

12% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 292

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3.25% more ownership

Funds ownership: 93.89%97.14% (+3.3%)

3% more funds holding

Funds holding: 793815 (+22)

3% more capital invested

Capital invested by funds: $42.3B → $43.3B (+$1.07B)

Holders
815
Holders Change
+22
Holders Change %
+2.77%
% of All Funds
18.68%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
90
Increased
326
Reduced
292
Closed
62
Calls
$187M
Puts
$129M
Net Calls
+$58M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
776
Omnia Family Wealth
Florida
$10K -$15.3K -141 -62%
LF
777
Lee Financial
Texas
$10K +$9.44K +87 New
WIM
778
Westside Investment Management
California
$9.25K
IIC
779
Integrated Investment Consultants
Michigan
$9K +$8.47K +78 New
HWP
780
Hefty Wealth Partners
Indiana
$8K
JFA
781
JNBA Financial Advisors
Minnesota
$8K +$7.71K +71 New
MCM
782
Manchester Capital Management
Vermont
$8K +$8.25K +76 New
AFIA
783
America First Investment Advisors
Nebraska
$7K
LFA
784
Legacy Financial Advisors
Kentucky
$7K
MSA
785
Marino Stram & Associates
Massachusetts
$7K
LWCFA
786
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PK
787
Pflug Koory
Nebraska
$6K
SFSIG
788
San Francisco Sentry Investment Group
California
$6K
ACS
789
Archford Capital Strategies
Illinois
$6K +$5.64K +52 New
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$17.4K -160 -78%
BBHC
791
Brown Brothers Harriman & Co
New York
$5K -$17.1K -158 -76%
AWM
792
Avior Wealth Management
Nebraska
$5K -$3.8K -35 -45%
GWS
793
Glassman Wealth Services
Virginia
$5K -$868 -8 -15%
RWA
794
Ropes Wealth Advisors
Massachusetts
$5K
PGWM
795
Parisi Gray Wealth Management
New Jersey
$5K +$434 +4 +9%
JAM
796
JCIC Asset Management
Ontario, Canada
$5K +$4.67K +43 New
FMB
797
Field & Main Bank
Kentucky
$4K
PS
798
Portfolio Solutions
Michigan
$4K +$3.58K +33 New
LFG
799
LifePlan Financial Group
Ohio
$4K +$4.02K +37 New
FMP
800
Financial Management Professionals
Texas
$4K +$4.45K +41 New

CCI Hedge Fund Activity: Q1 2018 in Review

815 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2018, worth a combined $43.3B — up 2.5% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CCI positions and 62 closed out — a net gain of 28 holders — while 326 added to existing stakes and 292 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.07B. The largest seller was Jennison Associates, cutting an estimated $322M.

  • 815 institutional investors held Crown Castle (CCI) as of Q1 2018, up from 793 in Q4 2017.
  • Funds reported $43.3B of Crown Castle stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2018 and 62 closed out, a net change of +28 holders.
  • The largest Crown Castle buyer in Q1 2018 was Vanguard Group, an estimated $1.07B added.
  • The largest Crown Castle seller in Q1 2018 was Jennison Associates, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2018.