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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
HA
801
Herold Advisors
New York
$366K -$29.6K -272 -7%
WDC
802
Woodward Diversified Capital
California
$361K +$29.3K +269 +9%
HPG
803
Harvest Portfolios Group
Ontario, Canada
$361K +$104K +955 +39%
FFM
804
Fullerton Fund Management
Singapore
$359K +$369K +3,395 New
RAM
805
Readystate Asset Management
Illinois
$358K +$368K +3,381 New
LSAG
806
Lake Street Advisors Group
New Hampshire
$356K +$20.9K +192 +6%
SCTC
807
Sanibel Captiva Trust Company
Florida
$355K +$979 +9 +0.3%
TWM
808
Thrive Wealth Management
Pennsylvania
$355K -$90.1K -828 -20%
WI
809
Wintrust Investments
Illinois
$353K -$31.5K -290 -8%
MMPW
810
Mitchell McLeod Pugh & Williams
Alabama
$353K -$9.9K -91 -3%
SFP
811
Shepherd Financial Partners
Massachusetts
$350K -$4.68K -43 -1%
EFS
812
Essex Financial Services
Connecticut
$345K -$98K -901 -22%
AG
813
Algert Global
California
$341K -$203K -1,870 -37%
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$341K -$64.1K -589 -15%
CCP
815
Carmel Capital Partners
California
$339K +$40.1K +369 +13%
BO
816
Bank OZK
Arkansas
$337K
VWM
817
Venturi Wealth Management
Texas
$337K +$344K +3,159 +13,163%
FBT
818
First Bankers Trust
Kentucky
$335K
PA
819
Probity Advisors
Texas
$333K +$4.79K +44 +1%
IWM
820
IHT Wealth Management
Illinois
$332K +$35.5K +326 +12%
KNW
821
Kesler Norman & Wride
Utah
$332K -$464K -4,267 -58%
P
822
Pitcairn
Pennsylvania
$332K +$37.1K +341 +12%
Connor, Clark & Lunn Investment Management (CC&L)
823
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$328K +$337K +3,100 New
AMG
824
Advisors Management Group
Wisconsin
$328K +$2.83K +26 +0.8%
SC
825
Syon Capital
California
$327K -$317K -2,917 -49%

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.