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Crown Castle
CCI

Overview Fund Activity

1,145 hedge funds and large institutions have $47.4B invested in Crown Castle in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 438 increasing their positions, 453 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.56%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
118
Increased
438
Reduced
453
Closed
83
Calls
$366M
Puts
$240M
Net Calls
+$127M
Net Calls Change
-$6.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$400M
2
UBS AM
UBS AM
Illinois
+$383M
3
Cohen & Steers
Cohen & Steers
New York
+$330M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
5
Invesco
Invesco
Georgia
+$124M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$182M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$139M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$113M
4
Lazard Asset Management
Lazard Asset Management
New York
-$111M
5
Bank of America
Bank of America
North Carolina
-$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
801
Shelton Capital Management
Colorado
$305K – – –
BSTWA
802
Blake Schutter Theil Wealth Advisors
Ohio
$304K +$304K +2,563 New
PMA
803
Prudent Man Advisors
Illinois
$303K – – –
SOAMC
804
Spirit of America Management Corp
New York
$301K – – –
DFG
805
Demars Financial Group
Washington
$300K -$11.9K -100 -4%
NSAM
806
North Star Asset Management
Wisconsin
$300K +$8.66K +73 +3%
PI
807
PFG Investments
New York
$300K -$40.4K -341 -12%
KIM
808
Kestra Investment Management
Texas
$297K +$297K +2,504 New
AWM
809
Angeles Wealth Management
California
$297K +$38.4K +324 +15%
First Manhattan
810
First Manhattan
New York
$294K -$16.6K -140 -5%
MFG
811
Mosaic Financial Group
Illinois
$293K -$29.7K -250 -9%
JWM
812
Jeppson Wealth Management
California
$291K – – –
OCM
813
One Capital Management
California
$291K +$7.24K +61 +3%
MSWM
814
McGlone Suttner Wealth Management
Wisconsin
$290K +$63K +531 +28%
AF
815
Advisornet Financial
Minnesota
$289K -$9.61K -81 -3%
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$287K -$10.9K -92 -4%
DWP
817
Daymark Wealth Partners
Ohio
$282K +$282K +2,380 New
SAM
818
Smartleaf Asset Management
Massachusetts
$278K +$134K +1,145 +92%
TNA
819
True North Advisors
Texas
$278K +$11.3K +95 +4%
CTA
820
Colonial Trust Advisors
South Carolina
$278K -$41.5K -350 -13%
TPA
821
Trivium Point Advisory
Connecticut
$277K +$16.6K +162 +6%
GAG
822
GM Advisory Group
New York
$276K +$9.25K +78 +3%
HSA
823
HBK Sorce Advisory
Pennsylvania
$273K +$273K +2,301 New
LWA
824
Lantern Wealth Advisors
New York
$273K +$273K +2,300 New
PP
825
Patten & Patten
Tennessee
$272K -$142K -1,199 -34%
31 32
33
34 35