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Crown Castle

1,193 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 486 increasing their positions, 459 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-38
Holders Change %
-3.09%
% of All Funds
17.29%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
109
Increased
486
Reduced
459
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
926
Trust Point Inc
Wisconsin
$229K -$13.9K -131 -6%
CWP
927
Cyndeo Wealth Partners
Florida
$228K -$4.66K -44 -2%
BFWM
928
Bright Futures Wealth Management
New York
$228K +$228K +2,336 New
Bank Julius Baer & Co
929
Bank Julius Baer & Co
Switzerland
$227K -$89.2K -844 -28%
KWM
930
Kingsview Wealth Management
Oregon
$226K -$33.8K -319 -13%
SWM
931
Spire Wealth Management
Virginia
$224K -$9.1K -86 -4%
EB
932
Eastern Bank
Massachusetts
$224K -$69.7K -659 -24%
CAM
933
Cidel Asset Management
Ontario, Canada
$223K +$17.6K +166 +9%
NRG
934
Nemes Rush Group
Michigan
$221K -$6.67K -63 -3%
TF
935
Tompkins Financial
New York
$221K +$1.06K +10 +0.5%
CFGS
936
Concourse Financial Group Securities
Alabama
$221K -$4.02K -38 -2%
VR
937
Valued Retirements
Texas
$220K +$7.72K +73 +4%
ST
938
Smithfield Trust
Pennsylvania
$220K
KP
939
Keel Point
Alabama
$220K +$18.3K +173 +9%
PWP
940
Principle Wealth Partners
Connecticut
$219K +$219K +2,072 New
PWM
941
Perigon Wealth Management
California
$219K -$51K -482 -19%
TFA
942
Teamwork Financial Advisors
Texas
$218K -$3.49K -33 -2%
JIC
943
Joel Isaacson & Co
New York
$218K +$218K +2,060 New
OBGC
944
O'Brien Greene & Co
Pennsylvania
$217K
PMG
945
ProVise Management Group
Florida
$215K
LA
946
Legacy Advisors
Pennsylvania
$213K +$12.9K +122 +6%
CA
947
Clearstead Advisors
Ohio
$212K +$7.2K +72 +4%
GWMR
948
GC Wealth Management RIA
Massachusetts
$212K -$5.4K -51 -2%
BWP
949
BSW Wealth Partners
Colorado
$210K -$61.4K -580 -23%
SF
950
Synovus Financial
Georgia
$210K -$5.73K -54 -3%