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Crown Castle

1,288 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,288 (-38)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,288
Holders Change
-38
Holders Change %
-2.87%
% of All Funds
20.53%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
976
EverSource Wealth Advisors
Alabama
$268K +$7.05K +51 +3%
FMP
977
Financial Management Professionals
Texas
$267K +$41.5K +300 +18%
NC
978
NBW Capital
Massachusetts
$267K +$276K +1,993 New
CC
979
Corton Capital
Ontario, Canada
$264K +$60.7K +439 +29%
KWM
980
Kolinsky Wealth Management
New Jersey
$262K +$6.08K +44 +2%
PPWM
981
Paragon Private Wealth Management
Kentucky
$260K -$9.81K -71 -4%
SIMG
982
Sonora Investment Management Group
Arizona
$259K +$2.35K +17 +0.9%
CPA
983
Court Place Advisors
Maryland
$258K +$276 +2 +0.1%
TA
984
Townsend & Associates
Colorado
$258K +$57.5K +416 +25%
MFG
985
Merit Financial Group
Georgia
$258K +$276 +2 +0.1%
DCBT
986
Dakota Community Bank & Trust
North Dakota
$256K +$79.1K +572 +43%
BCM
987
Brainard Capital Management
Texas
$255K -$28.3K -205 -10%
MWM
988
Modera Wealth Management
New Jersey
$255K +$263K +1,905 New
ORC
989
O'Rourke & Company
Massachusetts
$253K +$30.4K +220 +13%
SCM
990
Schnieders Capital Management
California
$253K -$34.8K -252 -12%
PCM
991
Pointe Capital Management
Michigan
$252K -$55.3K -400 -18%
HWAM
992
Hennion & Walsh Asset Management
New Jersey
$251K -$7.46K -54 -3%
TFA
993
Teamwork Financial Advisors
Texas
$250K -$713K -5,161 -73%
FWM
994
FFT Wealth Management
Pennsylvania
$249K +$3.87K +28 +2%
CCA
995
Cravens & Co Advisors
Tennessee
$248K +$6.91K +50 +3%
CT
996
Colonial Trust
South Carolina
$248K -$62.1K -449 -19%
FDCDDQ
997
Federation des caisses Desjardins du Quebec
Quebec, Canada
$248K -$75.9K -549 -23%
HBT
998
Hills Bank & Trust
Iowa
$248K -$17.8K -129 -7%
AIM
999
Allen Investment Management
New York
$248K +$11.1K +80 +5%
GWM
1000
Geneos Wealth Management
Colorado
$247K +$6.08K +44 +2%

CCI Hedge Fund Activity: Q1 2023 in Review

1,288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,288 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.