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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
MWA
901
Meridian Wealth Advisors
Texas
$342K
SAM
902
Sequent Asset Management
Texas
$342K +$353K +2,553 New
CAM
903
Campion Asset Management
Virginia
$342K +$27.6K +200 +8%
MCC
904
Malaga Cove Capital
California
$341K +$352K +2,549 New
RSWM
905
Robertson Stephens Wealth Management
California
$341K -$103K -743 -23%
MCA
906
Magnolia Capital Advisors
Mississippi
$339K +$21.8K +158 +7%
SL
907
Sentinus LLC
Illinois
$339K -$167K -1,206 -32%
SWM
908
Spire Wealth Management
Virginia
$338K +$54.7K +396 +19%
CWP
909
Cyndeo Wealth Partners
Florida
$335K -$3.18K -23 -0.9%
LA
910
LVW Advisors
New York
$335K -$183K -1,325 -35%
DLG
911
Daniel L. Goodwin
$335K
LIM
912
Longfellow Investment Management
Massachusetts
$334K
GC
913
Gilbert & Cook
Iowa
$334K +$4.15K +30 +1%
EI
914
Ellevest Inc
New York
$333K -$27.1K -196 -7%
CIP
915
Capital Insight Partners
Arizona
$333K +$13.3K +96 +4%
KIA
916
KLR Investment Advisors
Rhode Island
$332K +$3.46K +25 +1%
DWP
917
Daymark Wealth Partners
Ohio
$329K +$78.7K +569 +30%
TFCP
918
Twin Focus Capital Partners
Massachusetts
$328K +$111K +803 +49%
JWCA
919
J.W. Coons Advisors
Ohio
$326K
CW
920
Connectus Wealth
Ohio
$324K -$809K -5,850 -71%
GW
921
GW & Wade
Massachusetts
$323K +$553 +4 +0.2%
GP
922
Geneva Partners
Wisconsin
$323K -$70.4K -509 -17%
HI
923
Horizon Investments
North Carolina
$322K -$272K -1,969 -45%
ECG
924
Edge Capital Group
Georgia
$322K -$188K -1,357 -36%
GSEP
925
Golden State Equity Partners
California
$320K +$331K +2,392 New

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.