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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1026
Capital Advisors Ltd
Ohio
$26K +$6.22K +60 +27%
APC
1027
Aspire Private Capital
North Carolina
$25.9K -$829 -8 -3%
FHA
1028
First Horizon Advisors
Tennessee
$25.8K -$255K -2,457 -90%
AWM
1029
AllSquare Wealth Management
New York
$25.8K
IRC
1030
Investors Research Corp
Georgia
$24.8K
RTC
1031
Riverview Trust Company
Washington
$24.8K +$14.5K +140 +109%
OIAM
1032
OFI Invest Asset Management
France
$24.2K -$233K -2,250 -89%
JMF
1033
Johnson Midwest Financial
Iowa
$24.1K
GWMIA
1034
Global Wealth Management Investment Advisory
Florida
$24.1K
MHR
1035
Matthew Hamilton Rosenberg
$23.8K +$5.28K +51 +25%
PA
1036
PSI Advisors
Florida
$23.5K +$311 +3 +1%
RA
1037
Rational Advisors
New York
$23.3K -$1.14K -11 -4%
NFSG
1038
Newbridge Financial Services Group
Florida
$22.4K +$207 +2 +0.8%
WT
1039
Washington Trust
Rhode Island
$22.2K -$3K -29 -11%
GWMI
1040
Guardian Wealth Management (Illinois)
Illinois
$21.2K -$3.21K -31 -12%
BWP
1041
Baldwin Wealth Partners
Massachusetts
$21.2K
MLA
1042
MB, Levis & Associates
Pennsylvania
$21.2K
NL
1043
NVWM LLC
Pennsylvania
$20.7K
EARNEST Partners
1044
EARNEST Partners
Georgia
$20.6K
QL
1045
Quarry LP
New York
$20K +$207 +2 +0.9%
VAG
1046
VisionPoint Advisory Group
Texas
$19.8K +$22.3K +215 New
CWC
1047
Carolinas Wealth Consulting
North Carolina
$19.6K -$10.9K -105 -33%
TFA
1048
Toth Financial Advisory
Virginia
$19.5K
SWM
1049
Sugarloaf Wealth Management
Georgia
$19.5K
FPB
1050
First PREMIER Bank
South Dakota
$19K

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.