CCI icon

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 %
PMG
876
ProVise Management Group
Florida
$239K +$239K +2,015 New
CFM
877
Catalyst Funds Management
Australia
$237K +$237K +2,000 New
JIC
878
Joel Isaacson & Co
New York
$232K +$232K +1,959 New
BFA
879
Bragg Financial Advisors
North Carolina
$229K +$229K +1,934 New
Federated Hermes
880
Federated Hermes
Pennsylvania
$228K -$44.4K -374 -16%
PCG
881
Prosperity Consulting Group
Maryland
$228K -$40.6K -342 -15%
MC
882
Middleton & Co
Massachusetts
$227K +$227K +1,915 New
CPW
883
Crestmont Private Wealth
Texas
$225K +$225K +1,896 New
SIM
884
Sentry Investment Management
Wisconsin
$224K – – –
T
885
TOBAM
France
$224K +$29.5K +249 +15%
LA
886
LM Advisors
California
$224K +$224K +1,886 New
BWP
887
Baldwin Wealth Partners
Massachusetts
$224K +$218K +1,835 +3,670%
NRG
888
Nemes Rush Group
Michigan
$221K +$22.1K +209 +11%
CVA
889
Central Valley Advisors
California
$221K – – –
MW
890
Marcum Wealth
Ohio
$219K +$219K +1,844 New
JSW
891
Journey Strategic Wealth
New Jersey
$219K +$219K +1,844 New
KWM
892
Kingsview Wealth Management
Oregon
$217K +$217K +1,833 New
FCA
893
FLC Capital Advisors
California
$216K +$216K +1,823 New
TA
894
Townsend & Associates
Colorado
$215K – – –
JWCA
895
J.W. Coons Advisors
Ohio
$214K +$214K +1,805 New
ACM
896
AlphaStar Capital Management
North Carolina
$213K -$110K -930 -34%
LC
897
Lavaca Capital
Texas
$213K +$213K +1,797 New
PCM
898
Pointe Capital Management
Michigan
$212K +$212K +1,791 New
IF
899
Intrua Financial
Texas
$212K +$212K +1,788 New
AFG
900
Allegheny Financial Group
Pennsylvania
$211K +$211K +1,782 New
34 35
36
37 38