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Crown Castle

1,349 hedge funds and large institutions have $66.4B invested in Crown Castle in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 593 increasing their positions, 445 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $431M | Put options by funds: $295M

33% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 445

32% more funds holding in top 10

Funds holding in top 10: 2533 (+8)

27% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 94

0.55% more ownership

Funds ownership: 90.84%91.39% (+0.55%)

0% more funds holding

Funds holding: 1,3441,349 (+5)

8% less capital invested

Capital invested by funds: $72.3B → $66.4B (-$5.91B)

Holders
1,349
Holders Change
+5
Holders Change %
+0.37%
% of All Funds
22.73%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.56%
New
119
Increased
593
Reduced
445
Closed
94
Calls
$431M
Puts
$295M
Net Calls
+$136M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
926
Sutton Wealth Advisors
Florida
$417K +$2.91K +16 +0.7%
LS
927
Livforsakringsbolaget Skandia
Sweden
$415K -$164K -900 -27%
TPWM
928
Twelve Points Wealth Management
Massachusetts
$414K -$2.73K -15 -0.6%
LWCFA
929
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$192K -1,057 -30%
DFG
930
Demars Financial Group
Washington
$411K +$61.1K +336 +16%
FWIA
931
Fort Washington Investment Advisors
Ohio
$408K -$1.55M -8,540 -78%
PFGIA
932
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$27.3K -150 -6%
SSWG
933
Seven Springs Wealth Group
Tennessee
$405K +$79.9K +439 +22%
RCIM
934
Red Cedar Investment Management
Michigan
$404K +$437K +2,400 New
MWM
935
Minot Wealth Management
Massachusetts
$402K -$65.3K -359 -13%
VFPI
936
Vantage Financial Partners (Illinois)
Illinois
$402K
BCM
937
BTC Capital Management
Iowa
$401K -$126K -694 -23%
BIAS
938
Beacon Investment Advisory Services
New Jersey
$400K -$24.6K -135 -5%
PCS
939
Personal CFO Solutions
New Jersey
$400K +$36K +198 +9%
TAM
940
Tocqueville Asset Management
New York
$399K
OFS
941
OneAscent Financial Services
Alabama
$396K -$42.9K -236 -9%
RPCONE
942
Retirement Planning Company of New England
Rhode Island
$393K -$3.09K -17 -0.7%
LWAC
943
Laurel Wealth Advisors (California)
California
$391K -$13.1K -72 -3%
RWM
944
Ritholtz Wealth Management
New York
$389K +$113K +620 +37%
AWM
945
Accurate Wealth Management
Florida
$386K -$1.09K -6 -0.3%
PWA
946
Phoenix Wealth Advisors
North Carolina
$385K -$1.05M -5,788 -72%
GL
947
Graypoint LLC
New York
$384K +$34K +187 +9%
CIC
948
Chase Investment Counsel
Virginia
$377K +$23.8K +131 +6%
SAM
949
Secure Asset Management
Michigan
$376K +$407K +2,235 New
LIM
950
Longfellow Investment Management
Massachusetts
$375K

CCI Hedge Fund Activity: Q2 2022 in Review

1,349 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2022, worth a combined $66.4B — down 8.2% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new CCI positions and 94 closed out — a net gain of 25 holders — while 593 added to existing stakes and 445 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $428M. The largest seller was Capital Research Global Investors, cutting an estimated $413M.

  • 1,349 institutional investors held Crown Castle (CCI) as of Q2 2022, up from 1,344 in Q1 2022.
  • Funds reported $66.4B of Crown Castle stock for Q2 2022, down 8.2% quarter-over-quarter.
  • 119 funds opened new Crown Castle positions in Q2 2022 and 94 closed out, a net change of +25 holders.
  • The largest Crown Castle buyer in Q2 2022 was Fidelity Investments, an estimated $428M added.
  • The largest Crown Castle seller in Q2 2022 was Capital Research Global Investors, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2022.