We are live on ! Find out more
CCI icon

Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
926
FFT Wealth Management
Pennsylvania
$230K +$27.6K +254 +13%
HPM
927
Hoxton Planning & Management
West Virginia
$230K +$9.03K +83 +4%
PCG
928
Prosperity Consulting Group
Maryland
$229K +$33.9K +312 +17%
DWP
929
Daymark Wealth Partners
Ohio
$229K +$18.1K +166 +8%
TPI
930
Trust Point Inc
Wisconsin
$229K -$14.3K -131 -6%
CWP
931
Cyndeo Wealth Partners
Florida
$228K -$4.79K -44 -2%
BFWM
932
Bright Futures Wealth Management
New York
$228K +$254K +2,336 New
Bank Julius Baer & Co
933
Bank Julius Baer & Co
Switzerland
$227K -$91.8K -844 -28%
KWM
934
Kingsview Wealth Management
Oregon
$226K -$34.7K -319 -13%
SWM
935
Spire Wealth Management
Virginia
$224K -$9.36K -86 -4%
EB
936
Eastern Bank
Massachusetts
$224K -$71.7K -659 -24%
CAM
937
Cidel Asset Management
Ontario, Canada
$223K +$18.1K +166 +9%
NRG
938
Nemes Rush Group
Michigan
$221K -$6.85K -63 -3%
TF
939
Tompkins Financial
New York
$221K +$1.09K +10 +0.5%
CFGS
940
Concourse Financial Group Securities
Alabama
$221K -$4.13K -38 -2%
VR
941
Valued Retirements
Texas
$220K +$7.94K +73 +4%
ST
942
Smithfield Trust
Pennsylvania
$220K
KP
943
Keel Point
Alabama
$220K +$18.8K +173 +9%
PWP
944
Principle Wealth Partners
Connecticut
$219K +$225K +2,072 New
PWM
945
Perigon Wealth Management
California
$219K -$52.4K -482 -19%
TFA
946
Teamwork Financial Advisors
Texas
$218K -$3.59K -33 -2%
JIC
947
Joel Isaacson & Co
New York
$218K +$224K +2,060 New
OBGC
948
O'Brien Greene & Co
Pennsylvania
$217K
PMG
949
ProVise Management Group
Florida
$215K
LA
950
Legacy Advisors
Pennsylvania
$213K +$13.3K +122 +6%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.