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Crown Castle

1,277 hedge funds and large institutions have $68B invested in Crown Castle in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 561 increasing their positions, 419 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

34% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 419

1% more funds holding

Funds holding: 1,2611,277 (+16)

0.18% less ownership

Funds ownership: 91.22%91.04% (-0.18%)

11% less capital invested

Capital invested by funds: $76.7B → $68B (-$8.68B)

14% less call options, than puts

Call options by funds: $199M | Put options by funds: $231M

37% less funds holding in top 10

Funds holding in top 10: 3522 (-13)

Holders
1,277
Holders Change
+16
Holders Change %
+1.27%
% of All Funds
22.36%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
113
Increased
561
Reduced
419
Closed
81
Calls
$199M
Puts
$231M
Net Calls
-$31.5M
Net Calls Change
-$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1001
BSW Wealth Partners
Colorado
$269K +$300K +1,553 New
AT
1002
Arden Trust
Delaware
$268K -$97K -502 -25%
SGCA
1003
Steel Grove Capital Advisors
Tennessee
$268K +$47.2K +244 +19%
VWA
1004
Visionary Wealth Advisors
Illinois
$267K -$20.3K -105 -6%
CAM
1005
Crestone Asset Management
Colorado
$266K
SW
1006
SteelPeak Wealth
California
$264K -$12.4K -64 -4%
WAS
1007
Wealth Advisory Solutions
Indiana
$263K -$1.05M -5,431 -78%
WSTAM
1008
Wilbanks Smith & Thomas Asset Management
Virginia
$263K -$22K -114 -7%
GCIA
1009
Gabelli & Co Investment Advisers
New York
$260K -$19.3K -100 -6%
EGA
1010
E&G Advisors
Texas
$260K +$290K +1,500 New
KFC
1011
Klingenstein Fields & Co
New York
$259K -$6.96K -36 -2%
CBN
1012
Cadence Bank NA
Texas
$258K +$387 +2 +0.1%
SAM
1013
Secure Asset Management
Michigan
$258K +$10.6K +55 +4%
BCM
1014
Bourgeon Capital Management
Connecticut
$257K
SFG
1015
Summit Financial Group
West Virginia
$257K
JWCA
1016
J.W. Coons Advisors
Ohio
$257K +$22.2K +115 +8%
FHB
1017
First Hawaiian Bank
Hawaii
$256K -$5.22K -27 -2%
RWM
1018
Ritholtz Wealth Management
New York
$254K -$82.5K -427 -23%
1WA
1019
180 Wealth Advisors
Washington
$254K -$11.2K -58 -4%
MWA
1020
Meridian Wealth Advisors
Texas
$254K
SA
1021
Strategic Advisors
New York
$252K +$282K +1,459 New
ISL
1022
Ingalls & Snyder LLC
New York
$251K
YMRC
1023
Yorktown Management & Research Company
Virginia
$251K
PAMG
1024
Patton Albertson Miller Group
Tennessee
$250K -$38.7K -200 -12%
VFM
1025
Vivid Financial Management
California
$246K -$164K -846 -37%

CCI Hedge Fund Activity: Q3 2021 in Review

1,277 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2021, worth a combined $68B — down 11% from $76.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CCI positions and 81 closed out — a net gain of 32 holders — while 561 added to existing stakes and 419 trimmed.

The largest buyer was BlackRock, adding an estimated $200M. The largest seller was Wellington Management Group, cutting an estimated $448M.

  • 1,277 institutional investors held Crown Castle (CCI) as of Q3 2021, up from 1,261 in Q2 2021.
  • Funds reported $68B of Crown Castle stock for Q3 2021, down 11% quarter-over-quarter.
  • 113 funds opened new Crown Castle positions in Q3 2021 and 81 closed out, a net change of +32 holders.
  • The largest Crown Castle buyer in Q3 2021 was BlackRock, an estimated $200M added.
  • The largest Crown Castle seller in Q3 2021 was Wellington Management Group, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2021.