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Crown Castle
CCI

Overview Fund Activity

1,119 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 492 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-74
Holders Change %
-6.2%
% of All Funds
16.27%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
95
Increased
401
Reduced
492
Closed
152
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$728M
2
BlackRock
BlackRock
New York
+$449M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$241M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$235M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$578M
2
UBS AM
UBS AM
Illinois
-$229M
3
Capital International Investors
Capital International Investors
California
-$131M
4
State Street
State Street
Massachusetts
-$102M
5
Charles Schwab
Charles Schwab
California
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
826
Accurate Wealth Management
Florida
$242K -$32.4K -314 -12%
CTC
827
Central Trust Company
Missouri
$241K -$18.6K -190 -7%
NSAM
828
North Star Asset Management
Wisconsin
$240K -$6.84K -70 -3%
JWM
829
Jeppson Wealth Management
California
$239K -$7.82K -80 -3%
HGA
830
Hobbs Group Advisors
South Carolina
$238K +$238K +2,437 New
AC
831
Avestar Capital
New York
$237K -$102K -1,041 -30%
HKIMG
832
Hutchens & Kramer Investment Management Group
Indiana
$237K +$237K +2,468 New
TFS
833
Thoroughbred Financial Services
Tennessee
$236K +$236K +2,422 New
CB
834
Cadence Bank
Mississippi
$234K +$2.93K +30 +1%
CSPIA
835
Cary Street Partners Investment Advisory
Virginia
$234K +$7.62K +78 +3%
OCM
836
One Capital Management
California
$233K +$233K +2,389 New
CI
837
CX Institutional
Indiana
$229K -$45.6K -467 -17%
GWM
838
Geneos Wealth Management
Colorado
$228K +$77.7K +795 +52%
DCBT
839
Dakota Community Bank & Trust
North Dakota
$225K +$4.1K +42 +2%
VR
840
Valued Retirements
Texas
$225K +$21.4K +219 +11%
PA
841
Procyon Advisors
Connecticut
$225K -$302K -3,092 -57%
Federated Hermes
842
Federated Hermes
Pennsylvania
$224K -$44.3M -453,889 -99%
CAM
843
Cidel Asset Management
Ontario, Canada
$223K +$17.4K +178 +8%
BA
844
Bristlecone Advisors
Washington
$223K -$29.3K -300 -12%
JWM
845
JFG Wealth Management
Colorado
$222K +$222K +2,274 New
SXL
846
Summit X LLC
Missouri
$222K +$222K +2,199 New
HPC
847
HM Payson & Co
Maine
$221K +$586 +6 +0.3%
PCG
848
Prosperity Consulting Group
Maryland
$221K +$9.28K +95 +4%
Bank Julius Baer & Co
849
Bank Julius Baer & Co
Switzerland
$221K -$8K -75 -3%
MSWM
850
McGlone Suttner Wealth Management
Wisconsin
$221K -$60.6K -526 -22%
32 33
34
35 36