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Crown Castle
CCI

Overview Fund Activity

1,119 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 492 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-74
Holders Change %
-6.2%
% of All Funds
16.27%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
95
Increased
401
Reduced
492
Closed
152
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$728M
2
BlackRock
BlackRock
New York
+$449M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$241M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$235M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$578M
2
UBS AM
UBS AM
Illinois
-$229M
3
Capital International Investors
Capital International Investors
California
-$131M
4
State Street
State Street
Massachusetts
-$102M
5
Charles Schwab
Charles Schwab
California
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
776
Catalyst Financial Partners
Massachusetts
$301K -$586 -6 -0.2%
LFA
777
Legacy Financial Advisors
Kentucky
$296K +$296K +3,027 New
LFAS
778
Level Four Advisory Services
Texas
$295K -$16.2K -166 -5%
Jones Financial Companies
779
Jones Financial Companies
Missouri
$295K +$191K +1,960 +185%
HWM
780
Heirloom Wealth Management
Colorado
$295K -$192K -1,966 -39%
OFG
781
OmniStar Financial Group
North Carolina
$294K +$77K +788 +35%
BFA
782
Benedict Financial Advisors
Georgia
$291K +$3.42K +35 +1%
KNW
783
Kesler Norman & Wride
Utah
$289K -$17K -174 -6%
BW
784
Bison Wealth
Georgia
$286K – – –
TIAA Trust, National Association
785
TIAA Trust, National Association
North Carolina
$286K +$12K +123 +4%
SLWA
786
San Luis Wealth Advisors
California
$285K +$285K +2,920 New
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$284K +$160K +1,640 +129%
WIA
788
World Investment Advisors
California
$282K +$282K +2,890 New
PI
789
PFG Investments
New York
$280K -$707K -7,233 -72%
OTPPB
790
Ontario Teachers' Pension Plan Board
Ontario, Canada
$279K +$279K +2,860 New
PCM
791
Parsons Capital Management
Rhode Island
$279K -$138K -1,410 -33%
HS
792
Horan Securities
United States
$277K – – –
CW
793
CreativeOne Wealth
Kansas
$277K +$84.4K +864 +44%
GC
794
Gilbert & Cook
Iowa
$276K -$25.2K -258 -8%
AWM
795
Aries Wealth Management
Maine
$276K – – –
PPWP
796
Premier Path Wealth Partners
New Jersey
$275K +$3.91K +40 +1%
CI
797
Conning Inc
Connecticut
$271K +$24.3K +249 +10%
BFWM
798
Bright Futures Wealth Management
New York
$269K – – –
ACM
799
AlphaStar Capital Management
North Carolina
$267K +$33.1K +339 +14%
1W
800
1776 Wealth
Georgia
$266K +$266K +2,723 New
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