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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
PI
826
PFG Investments
New York
$453K +$468K +3,388 New
ECM
827
Evergreen Capital Management
Washington
$453K -$64.6K -467 -12%
QCG
828
Quadrant Capital Group
Ohio
$452K -$111K -800 -19%
BJL
829
Brighton Jones LLC
Washington
$451K -$14K -101 -3%
CT
830
Chicago Trust
Illinois
$450K +$22K +159 +5%
PA
831
Prossimo Advisors
California
$450K +$1.38K +10 +0.3%
CFP
832
Catalyst Financial Partners
Massachusetts
$450K +$465K +3,362 New
KLCM
833
KG&L Capital Management
Louisiana
$449K +$93.2K +674 +25%
HA
834
Herold Advisors
New York
$448K +$24.5K +177 +6%
HSA
835
HBK Sorce Advisory
Pennsylvania
$447K +$237K +1,714 +106%
OCM
836
Orleans Capital Management
Louisiana
$446K +$89.2K +645 +24%
DGAM
837
Desjardins Global Asset Management
Quebec, Canada
$444K +$277K +2,004 +153%
VFA
838
Valeo Financial Advisors
Indiana
$443K +$457K +3,307 New
BFA
839
BMS Financial Advisors
South Dakota
$440K +$20.5K +148 +5%
TCM
840
Telos Capital Management
California
$433K +$447K +3,234 New
WMA
841
West Michigan Advisors
Michigan
$426K +$440K +3,182 New
OIA
842
OneDigital Investment Advisors
Kansas
$424K
NRS
843
Neville Rodie & Shaw
New York
$423K -$43.3K -313 -9%
BO
844
Bank OZK
Arkansas
$423K
MC
845
Moors & Cabot
Massachusetts
$416K +$40K +289 +10%
MLA
846
My Legacy Advisors
Oregon
$414K +$20.6K +149 +5%
IWM
847
IHT Wealth Management
Illinois
$413K -$7.6K -55 -2%
MIM
848
Morningstar Investment Management
Illinois
$412K
CB
849
Cadence Bank
Mississippi
$411K +$138 +1 +0%
CI
850
Conning Inc
Connecticut
$405K -$2.9K -21 -0.7%

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.