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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
ANTB
1001
AMG National Trust Bank
Colorado
$246K -$21.2K -153 -8%
MSWM
1002
McGlone Suttner Wealth Management
Wisconsin
$246K +$26.7K +193 +12%
SMH
1003
Sanders Morris Harris
Texas
$245K
CSIC
1004
Clifford Swan Investment Counsel
California
$244K -$8.99K -65 -3%
FAFN
1005
First Affirmative Financial Network
Colorado
$244K -$68.4K -495 -21%
TP
1006
Tranquility Partners
Tennessee
$242K +$250K +1,810 New
FFA
1007
Founders Financial Alliance
North Carolina
$240K -$39.7K -287 -14%
PRWA
1008
Platte River Wealth Advisors
Colorado
$239K -$18.7K -135 -7%
RGC
1009
Roberts, Glore & Co
Illinois
$239K +$246K +1,782 New
IP
1010
Ignite Planners
California
$237K +$25.6K +185 +12%
LSA
1011
Leonteq Securities AG
Switzerland
$236K -$17.4K -126 -7%
EH
1012
Equitable Holdings
New York
$235K +$243K +1,756 New
WI
1013
Wintrust Investments
Illinois
$235K +$829 +6 +0.3%
SXL
1014
Summit X LLC
Missouri
$235K -$100K -725 -29%
RPWA
1015
Regent Peak Wealth Advisors
Georgia
$233K -$8.71K -63 -3%
WAM
1016
Weiss Asset Management
Massachusetts
$233K +$241K +1,741 New
RWRC
1017
R.W. Roge & Company
New York
$233K
T
1018
TCWP
Ohio
$231K -$83.6K -605 -26%
YIA
1019
YHB Investment Advisors
Connecticut
$230K +$13.8K +100 +6%
CDH
1020
Charles D. Hyman
$230K +$14.8K +107 +7%
TAIM
1021
TD Ameritrade Investment Management
Nebraska
$229K -$65.5K -474 -22%
TWM
1022
Tradition Wealth Management
Minnesota
$229K +$162K +1,175 +218%
BFM
1023
Boothbay Fund Management
New York
$228K +$12.9K +93 +6%
CAM
1024
Covenant Asset Management
New Jersey
$227K -$25K -181 -10%
EL
1025
EMFO LLC
Florida
$226K

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.