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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
BIC
1026
Beach Investment Counsel
Pennsylvania
$224K -$86.4K -625 -27%
LSPW
1027
Lake Street Private Wealth
Illinois
$224K
ONST
1028
Old North State Trust
North Carolina
$223K +$1.66K +12 +0.7%
AOWM
1029
Alpha Omega Wealth Management
Virginia
$223K
PP
1030
PDS Planning
Ohio
$220K +$227K +1,642 New
FCP
1031
Fidelis Capital Partners
Florida
$219K +$256K +1,849 New
KF
1032
Krilogy Financial
Missouri
$219K -$942K -6,815 -81%
JSW
1033
Journey Strategic Wealth
New Jersey
$219K +$226K +1,636 New
APP
1034
Avantax Planning Partners
Iowa
$217K -$5.94K -43 -3%
NRD
1035
Nebula Research & Development
New York
$217K +$224K +1,619 New
DU
1036
Delphia (USA)
Ontario, Canada
$215K +$222K +1,604 New
BHIA
1037
Birch Hill Investment Advisors
Massachusetts
$214K
HIG
1038
Heritage Investment Group
Florida
$214K
SMA
1039
Sage Mountain Advisors
Georgia
$213K +$220K +1,593 New
SC
1040
Savant Capital
Illinois
$213K -$26.3K -190 -11%
VWA
1041
Visionary Wealth Advisors
Illinois
$212K -$8.99K -65 -4%
SFB
1042
STAR Financial Bank
Indiana
$211K +$4.98K +36 +2%
LFA
1043
Legacy Financial Advisors
Kentucky
$211K +$218K +1,577 New
SCM
1044
Stevens Capital Management
Pennsylvania
$211K -$68.6K -496 -24%
FDS
1045
Freedom Day Solutions
Texas
$211K -$36.5K -264 -14%
SAM
1046
Strategy Asset Managers
California
$210K -$46.2K -334 -18%
SFG
1047
Summit Financial Group
West Virginia
$210K
ACS
1048
Archford Capital Strategies
Illinois
$208K
RWMG
1049
Redwood Wealth Management Group
New Jersey
$207K -$415 -3 -0.2%
ACA
1050
Aptus Capital Advisors
Alabama
$207K -$4.19M -30,333 -95%

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.