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Crown Castle
CCI

Overview Fund Activity

1,344 hedge funds and large institutions have $66.3B invested in Crown Castle in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 442 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
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
592
Reduced
442
Closed
94
Calls
$431M
Puts
$295M
Net Calls
+$136M
Net Calls Change
-$65.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$396M
2
Morgan Stanley
Morgan Stanley
New York
+$306M
3
Bank of America
Bank of America
North Carolina
+$284M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$127M
5
Invesco
Invesco
Georgia
+$110M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$382M
2
MAM
Magellan Asset Management
Australia
-$343M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$160M
4
Man Group
Man Group
United Kingdom
-$80.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$80M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$178K -1,057 -30%
DFG
927
Demars Financial Group
Washington
$411K +$56.6K +336 +16%
FWIA
928
Fort Washington Investment Advisors
Ohio
$408K -$1.44M -8,540 -78%
PFGIA
929
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$25.3K -150 -6%
SSWG
930
Seven Springs Wealth Group
Tennessee
$405K +$74K +439 +22%
RCIM
931
Red Cedar Investment Management
Michigan
$404K +$404K +2,400 New
MWM
932
Minot Wealth Management
Massachusetts
$402K -$60.5K -359 -13%
VFPI
933
Vantage Financial Partners (Illinois)
Illinois
$402K – – –
BCM
934
BTC Capital Management
Iowa
$401K -$117K -694 -23%
BIAS
935
Beacon Investment Advisory Services
New Jersey
$400K -$22.7K -135 -5%
PCS
936
Personal CFO Solutions
New Jersey
$400K +$33.3K +198 +9%
TAM
937
Tocqueville Asset Management
New York
$399K – – –
OFS
938
OneAscent Financial Services
Alabama
$396K -$39.7K -236 -9%
RPCONE
939
Retirement Planning Company of New England
Rhode Island
$393K -$2.86K -17 -0.7%
LWAC
940
Laurel Wealth Advisors (California)
California
$391K -$12.1K -72 -3%
RWM
941
Ritholtz Wealth Management
New York
$389K +$104K +620 +37%
AWM
942
Accurate Wealth Management
Florida
$386K -$1.02K -6 -0.3%
PWA
943
Phoenix Wealth Advisors
North Carolina
$385K -$974K -5,788 -72%
GL
944
Graypoint LLC
New York
$384K +$31.5K +187 +9%
CIC
945
Chase Investment Counsel
Virginia
$377K +$22K +131 +6%
SAM
946
Secure Asset Management
Michigan
$376K +$376K +2,235 New
LIM
947
Longfellow Investment Management
Massachusetts
$375K – – –
DMBA
948
Deseret Mutual Benefit Administrators
Utah
$371K – – –
DPI
949
Diversified Portfolios Inc
Michigan
$370K – – –
ER
950
Enlightenment Research
Florida
$370K +$370K +2,200 New
36 37
38
39 40