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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
926
Diversified Portfolios Inc
Michigan
$251K
CWP
927
Cyndeo Wealth Partners
Florida
$250K -$37K -311 -12%
JWM
928
JFG Wealth Management
Colorado
$250K -$12.3K -103 -4%
OCG
929
Opus Capital Group
Ohio
$249K -$69.2K -581 -21%
FFA
930
Founders Financial Alliance
North Carolina
$249K +$45.9K +386 +21%
AFT
931
Alpha Family Trust
California
$248K +$259K +2,180 New
PA
932
PFG Advisors
Arizona
$248K -$17.4K -146 -6%
GA
933
Geller Advisors
New York
$248K +$259K +2,174 New
ECG
934
Edge Capital Group
Georgia
$247K -$28.6K -240 -10%
RIA
935
Realta Investment Advisors
Delaware
$246K -$65.6K -551 -20%
NC
936
NBW Capital
Massachusetts
$246K +$19.9K +167 +8%
RSWM
937
Robertson Stephens Wealth Management
California
$246K -$46.9K -394 -15%
SAM
938
Silvercrest Asset Management
New York
$245K -$10K -84 -4%
SF
939
Synovus Financial
Georgia
$242K -$94.9K -797 -27%
DCBT
940
Dakota Community Bank & Trust
North Dakota
$242K +$25.7K +216 +11%
FMP
941
Financial Management Professionals
Texas
$242K +$15.7K +132 +7%
WWM
942
Western Wealth Management
Colorado
$241K -$1.78K -15 -0.7%
IF
943
Intrua Financial
Texas
$241K +$252K +2,114 New
SCM
944
Schnieders Capital Management
California
$241K +$26.3K +221 +12%
SWM
945
Spire Wealth Management
Virginia
$239K -$51.5K -433 -17%
GAG
946
GM Advisory Group
New York
$237K -$14.8K -124 -6%
STA
947
Summit Trail Advisors
New York
$235K +$246K +2,066 New
KC
948
Kades & Cheifetz
Pennsylvania
$235K +$6.19K +52 +3%
HIC
949
Hartline Investment Corp
Illinois
$234K -$265K -2,228 -52%
SFA
950
Souders Financial Advisors
Ohio
$233K -$2.51M -21,081 -91%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.