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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
1001
Cornerstone Advisors
North Carolina
$106K +$109K +1,000 New
FFWM
1002
Future Financial Wealth Management
Ohio
$106K +$109K +1,000 New
SAM
1003
Smartleaf Asset Management
Massachusetts
$102K +$79.2K +728 +306%
GIA
1004
GHP Investment Advisors
Colorado
$102K
NCTC
1005
New Covenant Trust Company
Indiana
$99.9K +$103K +944 New
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.6K -$127K -1,169 -56%
QL
1007
Quarry LP
New York
$96.1K +$48.8K +449 +98%
WSCM
1008
Wellington Shields Capital Management
New York
$95.2K -$76.1K -700 -44%
CA
1009
CoreCap Advisors
Michigan
$95.2K +$97.9K +900 New
SIC
1010
Salem Investment Counselors
North Carolina
$93K +$3.92K +36 +4%
FP
1011
Financial Perspectives
Minnesota
$90.4K +$544 +5 +0.6%
EWA
1012
EverSource Wealth Advisors
Alabama
$89.1K +$11.7K +108 +13%
BG
1013
Bollard Group
Massachusetts
$85K +$1.3K +12 +2%
BL
1014
BFSG LLC
California
$84.7K
BTI
1015
Blue Trust Inc
Georgia
$83.7K -$19.5K -179 -18%
JWA
1016
JFS Wealth Advisors
Pennsylvania
$79.7K -$1.41K -13 -2%
VNIM
1017
Vaughan Nelson Investment Management
Texas
$79K
HWA
1018
Heritage Wealth Advisors
Virginia
$76.9K -$5.44K -50 -6%
SCM
1019
Silvant Capital Management
Georgia
$75.6K
CIA
1020
Cape Investment Advisory
Georgia
$73.1K +$19K +175 +34%
PB
1021
Pinnacle Bancorp
Nebraska
$71.6K
IBOK
1022
Independence Bank of Kentucky
Kentucky
$71.2K -$19.8K -182 -21%
AA
1023
Addison Advisors
Vermont
$66.9K +$3.48K +32 +5%
AAP
1024
Arax Advisory Partners
Colorado
$66.5K +$34.5K +317 +102%
UCB
1025
United Community Bank
South Carolina
$65.1K

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.