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Crown Castle

1,131 hedge funds and large institutions have $65.4B invested in Crown Castle in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 518 increasing their positions, 382 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 382

18% more call options, than puts

Call options by funds: $327M | Put options by funds: $276M

14% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 84

1% more capital invested

Capital invested by funds: $65B → $65.4B (+$363M)

0% more funds holding

Funds holding: 1,1281,131 (+3)

3.32% less ownership

Funds ownership: 93.25%89.93% (-3.3%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
1,131
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
22.82%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.97%
New
96
Increased
518
Reduced
382
Closed
84
Calls
$327M
Puts
$276M
Net Calls
+$50.9M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1051
First PREMIER Bank
South Dakota
$35K -$16.5K -100 -32%
SWM
1052
Sugarloaf Wealth Management
Georgia
$35K
TFA
1053
Toth Financial Advisory
Virginia
$35K
CHC
1054
City Holding Co
West Virginia
$34K
HFA
1055
HC Financial Advisors
California
$33K
AWM
1056
Adams Wealth Management
Utah
$33K +$33K +200 New
BWM
1057
BerganKDV Wealth Management
Minnesota
$32K
JWBC
1058
John W. Brooker & Co
California
$32K
GWS
1059
Glassman Wealth Services
Virginia
$32K +$8.42K +51 +35%
PMFA
1060
Plante Moran Financial Advisors
Michigan
$31K +$15.5K +94 +100%
BWM
1061
Baystate Wealth Management
Massachusetts
$29K +$25.1K +152 +724%
KTC
1062
Kistler-Tiffany Companies
Pennsylvania
$28K -$14K -85 -33%
WCG
1063
Weaver Consulting Group
California
$28K
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$27.5K -$9.08K -55 -25%
BC
1065
Bartlett & Co
Ohio
$27K -$9.08K -55 -25%
MCM
1066
MV Capital Management
Maryland
$27K
JWM
1067
Jeppson Wealth Management
California
$27K +$26.6K +161 New
KC
1068
Knuff & Co
California
$26K
MHR
1069
Matthew Hamilton Rosenberg
$26K
CWAF
1070
Core Wealth Advisors (Florida)
Florida
$26K +$5.61K +34 +27%
PFO
1071
Pathstone Family Office
New Jersey
$25K -$83.5K -506 -77%
IF
1072
Ironwood Financial
Arizona
$25K
BWM
1073
BNC Wealth Management
Oregon
$25K +$24.8K +150 New
TCM
1074
Tradewinds Capital Management
Washington
$24K -$5.78K -35 -19%
BWP
1075
Baldwin Wealth Partners
Massachusetts
$24K

CCI Hedge Fund Activity: Q3 2020 in Review

1,131 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2020, worth a combined $65.4B — up 0.56% from $65B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CCI positions and 84 closed out — a net gain of 12 holders — while 518 added to existing stakes and 382 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.11B. The largest seller was Goldman Sachs, cutting an estimated $946M.

  • 1,131 institutional investors held Crown Castle (CCI) as of Q3 2020, up from 1,128 in Q2 2020.
  • Funds reported $65.4B of Crown Castle stock for Q3 2020, up 0.56% quarter-over-quarter.
  • 96 funds opened new Crown Castle positions in Q3 2020 and 84 closed out, a net change of +12 holders.
  • The largest Crown Castle buyer in Q3 2020 was Cohen & Steers, an estimated $1.11B added.
  • The largest Crown Castle seller in Q3 2020 was Goldman Sachs, an estimated $946M sold.

Based on aggregated 13F filings for Q3 2020.