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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
826
First Bankers Trust
Kentucky
$365K -$261K -2,550 -45%
ACA
827
Aptus Capital Advisors
Alabama
$364K +$27.3K +267 +9%
WDC
828
Woodward Diversified Capital
California
$362K +$49.6K +484 +18%
HCA
829
Harbour Capital Advisors
Virginia
$361K
SG
830
StoneX Group
New York
$359K +$30.7K +300 +11%
RB
831
Renasant Bank
Mississippi
$358K -$5.33K -52 -2%
PA
832
Probity Advisors
Texas
$357K +$318K +3,101 New
JF
833
Jump Financial
Illinois
$355K -$2.37M -23,183 -88%
GC
834
Gilbert & Cook
Iowa
$355K +$11.3K +110 +4%
AMG
835
Advisors Management Group
Wisconsin
$354K +$37.8K +369 +14%
CTC
836
Central Trust Company
Missouri
$353K -$69K -674 -18%
FAG
837
Fortitude Advisory Group
Washington
$351K -$15.3K -149 -5%
RMDI
838
R.M. Davis Inc
Maine
$350K
TIAA Trust, National Association
839
TIAA Trust, National Association
North Carolina
$345K -$126K -1,227 -29%
Bank Julius Baer & Co
840
Bank Julius Baer & Co
Switzerland
$344K +$230K +2,243 +301%
KIG
841
Kowal Investment Group
Wisconsin
$341K -$39K -381 -11%
AAM
842
AR Asset Management
California
$334K -$195K -1,900 -40%
CB
843
Cadence Bank
Mississippi
$332K -$15.9K -155 -5%
OIA
844
OneDigital Investment Advisors
Kansas
$332K -$159K -1,557 -35%
PCM
845
Princeton Capital Management
New Jersey
$330K -$2.41M -23,536 -89%
P
846
&Partners
Tennessee
$327K +$294K +2,869 New
WKSWA
847
White Knight Strategic Wealth Advisors
New Jersey
$327K -$18.4K -180 -6%
BFA
848
Benedict Financial Advisors
Georgia
$326K +$19.8K +193 +7%
BA
849
Bridgewater Associates
Connecticut
$326K +$290K +2,831 New
CCP
850
Carmel Capital Partners
California
$326K +$31.4K +307 +12%

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.