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Crown Castle

1,289 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,289 (-37)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,289
Holders Change
-37
Holders Change %
-2.79%
% of All Funds
20.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
801
Level Four Advisory Services
Texas
$496K -$86.8K -628 -14%
CAG
802
Csenge Advisory Group
Florida
$493K -$6.36K -46 -1%
WTA
803
Washington Trust Advisors
Massachusetts
$491K
MCM
804
Monument Capital Management
Virginia
$489K -$410K -2,963 -45%
3IP
805
3Chopt Investment Partners
Virginia
$487K +$40.2K +291 +9%
LSA
806
Lion Street Advisors
Texas
$486K +$89K +644 +22%
KMWM
807
Keudell/Morrison Wealth Management
Oregon
$484K -$44.8K -324 -8%
CAAS
808
Capital Asset Advisory Services
Michigan
$479K +$5.94K +43 +1%
TWM
809
Thrive Wealth Management
Pennsylvania
$476K +$176K +1,276 +56%
WTC
810
WhitTier Trust Company
Nevada
$475K +$195K +1,411 +66%
SFA
811
Sequoia Financial Advisors
Ohio
$471K -$3.46K -25 -0.7%
PCM
812
Parsons Capital Management
Rhode Island
$470K -$143K -1,032 -23%
CA
813
Clearstead Advisors
Ohio
$469K -$38.8K -281 -7%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$468K +$138K +1,000 +40%
LWM
815
Laidlaw Wealth Management
New York
$467K -$2.63K -19 -0.5%
HVP
816
Hudson Value Partners
Florida
$466K +$62.2K +450 +15%
JCM
817
Jacobi Capital Management
Pennsylvania
$463K +$42.3K +306 +10%
BFS
818
Bard Financial Services
Connecticut
$460K
UAS
819
United Asset Strategies
New York
$460K -$771K -5,580 -62%
MMPW
820
Mitchell McLeod Pugh & Williams
Alabama
$460K -$4.15K -30 -0.9%
IFG
821
Independent Financial Group
California
$459K -$415K -3,003 -47%
NERM
822
New England Research & Management
Illinois
$458K
CT
823
Columbia Trust
Oregon
$458K +$13.7K +99 +3%
SFP
824
Shepherd Financial Partners
Massachusetts
$457K +$553 +4 +0.1%
WT
825
Whittier Trust
California
$454K +$44.1K +319 +10%

CCI Hedge Fund Activity: Q1 2023 in Review

1,289 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,289 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.