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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
801
Brandywine Oak Private Wealth
Pennsylvania
$392K -$61.5K -517 -13%
MMPW
802
Mitchell McLeod Pugh & Williams
Alabama
$391K
NERM
803
New England Research & Management
Illinois
$390K
PWP
804
Principle Wealth Partners
Connecticut
$388K +$405K +3,402 New
HSA
805
HBK Sorce Advisory
Pennsylvania
$386K +$6.19K +52 +2%
PP
806
Patron Partners
Texas
$386K -$58.7K -493 -13%
QCG
807
Quadrant Capital Group
Ohio
$384K -$952 -8 -0.2%
PA
808
Prossimo Advisors
California
$383K
KIG
809
Kowal Investment Group
Wisconsin
$381K +$74.9K +629 +23%
MGIA
810
Moneta Group Investment Advisors
Missouri
$378K -$125K -1,053 -24%
EWM
811
Evercore Wealth Management
New York
$377K -$52.8K -444 -12%
CGL
812
Clarius Group LLC
Washington
$375K -$69.7K -586 -15%
3IP
813
3Chopt Investment Partners
Virginia
$374K -$42K -353 -10%
CAAS
814
Capital Asset Advisory Services
Michigan
$372K -$42.5K -357 -10%
LFAS
815
Level Four Advisory Services
Texas
$372K -$53.2K -447 -12%
SC
816
Savant Capital
Illinois
$369K +$197K +1,653 +104%
CSC
817
Caldwell Sutter Capital
California
$369K +$233K +1,960 +153%
HCA
818
Harbour Capital Advisors
Virginia
$367K -$234K -1,965 -38%
BO
819
Bank OZK
Arkansas
$366K +$6.19K +52 +2%
OCM
820
Orleans Capital Management
Louisiana
$365K -$16.1K -135 -4%
TCA
821
Transcend Capital Advisors
New Jersey
$364K -$647K -5,438 -63%
MLA
822
My Legacy Advisors
Oregon
$364K +$7.86K +66 +2%
SFA
823
Sequoia Financial Advisors
Ohio
$363K -$39.5K -332 -9%
HA
824
Herold Advisors
New York
$362K -$20.5K -172 -5%
RB
825
Renasant Bank
Mississippi
$357K -$93.9K -789 -20%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.