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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
CA
951
Clearstead Advisors
Ohio
$212K +$7.83K +72 +4%
GWMR
952
GC Wealth Management RIA
Massachusetts
$212K -$5.55K -51 -2%
BWP
953
BSW Wealth Partners
Colorado
$210K -$63.1K -580 -23%
SF
954
Synovus Financial
Georgia
$210K -$5.87K -54 -3%
CFO
955
CVA Family Office
Colorado
$210K -$13.6K -125 -6%
CW
956
CreativeOne Wealth
Kansas
$209K +$214K +1,970 New
MWA
957
Meridian Wealth Advisors
Texas
$208K -$2.07K -19 -1%
SF
958
Summit Financial
New Jersey
$208K -$134K -1,232 -39%
XT
959
XTX Topco
Cayman Islands
$208K +$214K +1,963 New
BIG
960
Brooklyn Investment Group
New York
$207K +$2.61K +24 +1%
IA
961
IFP Advisors
Florida
$207K -$8.59K -79 -4%
VFPI
962
Vantage Financial Partners (Illinois)
Illinois
$206K
BJL
963
Brighton Jones LLC
Washington
$206K +$211K +1,943 New
PHK
964
Point72 Hong Kong
Hong Kong
$205K +$211K +1,940 New
EFG
965
Everhart Financial Group
Ohio
$204K +$210K +1,926 New
MC
966
Middleton & Co
Massachusetts
$203K
LMKC
967
L.M. Kohn & Company
Ohio
$203K +$1.3K +12 +0.6%
KIA
968
KLR Investment Advisors
Rhode Island
$202K -$30.7K -282 -12%
EH
969
Equitable Holdings
New York
$202K -$2.83K -26 -1%
MGIA
970
Moneta Group Investment Advisors
Missouri
$201K -$37.9K -348 -15%
LA
971
LM Advisors
California
$201K +$109 +1 +0.1%
CT
972
Colonial Trust
South Carolina
$190K
GRP
973
Global Retirement Partners
California
$189K -$31K -285 -14%
POIA
974
Pin Oak Investment Advisors
Texas
$168K
CJL
975
Cyrus J. Lawrence
New York
$168K +$173K +1,592 New

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.