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Crown Castle

1,050 hedge funds and large institutions have $54.4B invested in Crown Castle in 2019 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 428 increasing their positions, 317 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 75

35% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 317

8% more funds holding

Funds holding: 9761,050 (+74)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

2% more capital invested

Capital invested by funds: $53.5B → $54.4B (+$935M)

0.47% less ownership

Funds ownership: 92.51%92.03% (-0.47%)

40% less call options, than puts

Call options by funds: $126M | Put options by funds: $211M

Holders
1,050
Holders Change
+74
Holders Change %
+7.58%
% of All Funds
20.69%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.67%
New
166
Increased
428
Reduced
317
Closed
75
Calls
$126M
Puts
$211M
Net Calls
-$84.1M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$12K +$1.5K +11 +14%
SFA
1002
Semmax Financial Advisors
North Carolina
$12K +$11.1K +81 New
HWM
1003
HighMark Wealth Management
Minnesota
$12K +$12K +88 New
GFPC
1004
Global Financial Private Capital
Florida
$11K -$1.54M -11,259 -99%
MIM
1005
Macroview Investment Management
Maryland
$11K
PO
1006
Private Ocean
California
$10K -$9.96K -73 -53%
FWM
1007
Focused Wealth Management
New York
$10K +$136 +1 +1%
AFIA
1008
America First Investment Advisors
Nebraska
$9K
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$9K
WCG
1010
Weaver Consulting Group
California
$9K
CFFP
1011
Center for Financial Planning
Michigan
$9K +$8.32K +61 New
IWP
1012
IAG Wealth Partners
Wisconsin
$9K +$8.59K +63 New
DAM
1013
Delta Asset Management
Tennessee
$8K
IRC
1014
Investors Research Corp
Georgia
$8K
ME
1015
McIlrath & Eck
Washington
$8K
PK
1016
Pflug Koory
Nebraska
$8K
RMC
1017
Resources Management Corp
Connecticut
$8K
EWA
1018
Evolution Wealth Advisors
Florida
$8K +$546 +4 +8%
BCWM
1019
Bartlett & Co Wealth Management
Ohio
$7.11K
KTC
1020
Kistler-Tiffany Companies
Pennsylvania
$7K -$22.1K -162 -76%
BFC
1021
Bedel Financial Consulting
Indiana
$7K
JAM
1022
JCIC Asset Management
Ontario, Canada
$6K
SL
1023
Salomon & Ludwin
Virginia
$6K
SCA
1024
Stonebridge Capital Advisors
Minnesota
$6K
TI
1025
Truehand Inc
New Hampshire
$6K

CCI Hedge Fund Activity: Q4 2019 in Review

1,050 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2019, worth a combined $54.4B — up 1.7% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new CCI positions and 75 closed out — a net gain of 91 holders — while 428 added to existing stakes and 317 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $583M. The largest seller was T. Rowe Price Associates, cutting an estimated $681M.

  • 1,050 institutional investors held Crown Castle (CCI) as of Q4 2019, up from 976 in Q3 2019.
  • Funds reported $54.4B of Crown Castle stock for Q4 2019, up 1.7% quarter-over-quarter.
  • 166 funds opened new Crown Castle positions in Q4 2019 and 75 closed out, a net change of +91 holders.
  • The largest Crown Castle buyer in Q4 2019 was Capital Research Global Investors, an estimated $583M added.
  • The largest Crown Castle seller in Q4 2019 was T. Rowe Price Associates, an estimated $681M sold.

Based on aggregated 13F filings for Q4 2019.