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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
HCA
826
Harbour Capital Advisors
Virginia
$327K
GC
827
Gilbert & Cook
Iowa
$327K +$544 +5 +0.2%
FFA
828
Farther Finance Advisors
California
$325K +$66K +607 +24%
MC
829
Maverick Capital
Texas
$324K -$385K -3,537 -54%
BAM
830
Beaumont Asset Management
Texas
$323K +$332K +3,052 New
RMDI
831
R.M. Davis Inc
Maine
$322K
ClearBridge Investments
832
ClearBridge Investments
New York
$322K +$45.3K +416 +16%
JSC
833
Jackson Square Capital
California
$321K -$354K -3,250 -52%
DWA
834
Delap Wealth Advisory
Oregon
$319K +$328K +3,015 New
BC
835
Bridgefront Capital
Texas
$319K +$328K +3,011 New
RRCM
836
Rappaport Reiches Capital Management
Illinois
$317K +$326K +3,000 New
FAG
837
Fortitude Advisory Group
Washington
$316K -$6.42K -59 -2%
TNA
838
True North Advisors
Texas
$314K +$323K +2,967 New
BFA
839
Benedict Financial Advisors
Georgia
$312K +$12.3K +113 +4%
T
840
TOBAM
France
$311K -$57.9K -532 -15%
OIA
841
OneDigital Investment Advisors
Kansas
$307K +$1.96K +18 +0.6%
FMP
842
Financial Management Professionals
Texas
$306K +$34.2K +314 +12%
WF
843
Welch & Forbes
Massachusetts
$302K +$311K +2,856 New
WKSWA
844
White Knight Strategic Wealth Advisors
New Jersey
$301K +$544 +5 +0.2%
HS
845
Horan Securities
United States
$300K +$2.39K +22 +0.8%
PCS
846
Personal CFO Solutions
New Jersey
$300K +$2.94K +27 +1%
TCA
847
Transcend Capital Advisors
New Jersey
$300K +$7.61K +70 +3%
AWM
848
Aries Wealth Management
Maine
$299K +$308K +2,829 New
CTA
849
Colonial Trust Advisors
South Carolina
$298K -$1.74K -16 -0.6%
CI
850
CX Institutional
Indiana
$297K +$9.57K +88 +3%

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.