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Crown Castle
CCI

Overview Fund Activity

1,119 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 492 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-74
Holders Change %
-6.2%
% of All Funds
16.28%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
95
Increased
401
Reduced
492
Closed
152
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.21B
2
BlackRock
BlackRock
New York
$3.99B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$247M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.49B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.38B

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$541K
2
UBS AM
UBS AM
Illinois
$72.6M
3
Capital International Investors
Capital International Investors
California
$0
4
State Street
State Street
Massachusetts
$1.97B
5
Charles Schwab
Charles Schwab
California
$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
1001
Armstrong Advisory Group
Massachusetts
$22.8K -$8.31K -85 -27%
RFS
1002
Richardson Financial Services
Massachusetts
$22.5K – – –
MLA
1003
MB, Levis & Associates
Pennsylvania
$22.5K – – –
RA
1004
Rational Advisors
New York
$22.2K -$2.54K -26 -10%
MAM
1005
Meeder Asset Management
Ohio
$22K +$22K +225 New
EWM
1006
Evermay Wealth Management
Virginia
$21.8K – – –
FNWA
1007
Financial Network Wealth Advisors
Utah
$21.8K +$21.8K +223 New
DI
1008
DAGCO Inc
Ohio
$21.6K +$294 +3 +1%
LFG
1009
Larson Financial Group
Missouri
$21.4K +$4.79K +49 +29%
GKIM
1010
GW&K Investment Management
Massachusetts
$21K +$6.51K +67 +45%
TIM
1011
Tortoise Investment Management
New York
$20.2K -$21.2K -217 -51%
FWA
1012
FSC Wealth Advisors
New York
$19.7K +$293 +3 +2%
CFD
1013
Creative Financial Designs
Indiana
$19.5K – – –
GI
1014
Gradient Investments
Minnesota
$17.8K -$195 -2 -1%
GCM
1015
Gables Capital Management
Florida
$16K -$9.77K -100 -38%
FPB
1016
First PREMIER Bank
South Dakota
$16K – – –
KWAG
1017
Kiely Wealth Advisory Group
North Carolina
$15.6K – – –
WBC
1018
West Branch Capital
Massachusetts
$15.3K – – –
FHA
1019
First Horizon Advisors
Tennessee
$14.4K -$8.31K -85 -37%
HWA
1020
HHM Wealth Advisors
Tennessee
$13.7K -$24.3K -249 -64%
M
1021
MOTCO
Texas
$13.7K -$782 -8 -5%
RFG
1022
RFP Financial Group
Georgia
$13.4K +$13.4K +137 New
W
1023
WealthCollab
Washington
$12.9K – – –
PWMG
1024
Private Wealth Management Group
New Jersey
$12.9K +$98 +1 +0.8%
SWA
1025
SOA Wealth Advisors
New York
$12.8K -$293 -3 -2%
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