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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1026
Geneos Wealth Management
Colorado
$123K -$19.2K -187 -15%
BWL
1027
Bogart Wealth LLC
Virginia
$123K +$1.13K +11 +1%
DGAM
1028
Desjardins Global Asset Management
Quebec, Canada
$119K -$13.2K -129 -11%
AT
1029
Avalon Trust
New Mexico
$117K +$30K +293 +40%
WSC
1030
Wellington Shields & Co
New York
$115K
MC
1031
Muzinich & Co
New York
$114K
GIA
1032
GHP Investment Advisors
Colorado
$111K -$8.81K -86 -8%
ELI
1033
Empire Life Investments
Ontario, Canada
$105K
PIM
1034
Plato Investment Management
Australia
$101K +$89.6K +875 New
IBOK
1035
Independence Bank of Kentucky
Kentucky
$98.5K +$23K +225 +36%
JWM
1036
Janiczek Wealth Management
Colorado
$97.8K +$56.7K +554 +188%
FP
1037
Financial Perspectives
Minnesota
$97.8K +$410 +4 +0.5%
SIC
1038
Salem Investment Counselors
North Carolina
$97.1K -$3.58K -35 -4%
EWA
1039
EverSource Wealth Advisors
Alabama
$97K +$35K +342 +68%
Group One Trading
1040
Group One Trading
Illinois
$96.9K -$120K -1,176 -58%
BL
1041
BFSG LLC
California
$92.2K +$81.9K +800 New
BG
1042
Bollard Group
Massachusetts
$91K +$1.13K +11 +1%
BTI
1043
Blue Trust Inc
Georgia
$90K -$65.7K -641 -40%
HWA
1044
Heritage Wealth Advisors
Virginia
$89.5K +$79.5K +776 +77,600%
SN
1045
Sittner & Nelson
Oregon
$89.3K +$38.4K +375 +94%
SC
1046
Solstein Capital
California
$88.5K -$26.4K -258 -25%
JWA
1047
JFS Wealth Advisors
Pennsylvania
$88.2K +$2.66K +26 +4%
VNIM
1048
Vaughan Nelson Investment Management
Texas
$86K -$99.6M -972,555 -100%
MA
1049
Montag & Associates
Georgia
$83.5K
FFA
1050
First Foundation Advisors
California
$83.3K +$74.1K +723 New

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.