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Crown Castle

1,195 hedge funds and large institutions have $61.5B invested in Crown Castle in 2020 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 512 increasing their positions, 376 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 99

36% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 376

6% more funds holding

Funds holding: 1,1311,195 (+64)

0.18% less ownership

Funds ownership: 89.93%89.75% (-0.18%)

6% less capital invested

Capital invested by funds: $65.4B → $61.5B (-$3.82B)

17% less call options, than puts

Call options by funds: $216M | Put options by funds: $258M

38% less funds holding in top 10

Funds holding in top 10: 4830 (-18)

Holders
1,195
Holders Change
+64
Holders Change %
+5.66%
% of All Funds
21.14%
Holding in Top 10
30
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-37.5%
% of All Funds
0.53%
New
181
Increased
512
Reduced
376
Closed
99
Calls
$216M
Puts
$258M
Net Calls
-$42.8M
Net Calls Change
-$93.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1051
Lloyd Advisory Services
Georgia
$72K
ONST
1052
Old North State Trust
North Carolina
$72K +$8.27K +51 +13%
LTI
1053
Laffer Tengler Investments
Tennessee
$71K -$24.7K -152 -25%
CFB
1054
Cullen/Frost Bankers
Texas
$70K -$40.2K -248 -36%
HR
1055
Howe & Rusling
New York
$70K +$7.95K +49 +12%
PWMG
1056
Prestige Wealth Management Group
New Jersey
$69K -$22.7K -140 -24%
EWA
1057
Evolution Wealth Advisors
Florida
$68K +$58.4K +360 +537%
FMII
1058
Farmers & Merchants Investments Inc
Nebraska
$67K +$32.4K +200 +91%
AssetMark Inc
1059
AssetMark Inc
California
$65K -$18.7K -115 -22%
HFS
1060
HBC Financial Services
Washington
$65K +$20.3K +125 +42%
OIA
1061
Optimum Investment Advisors
Illinois
$64K -$16.2K -100 -20%
ARMC
1062
American Research & Management Company
Massachusetts
$64K +$64.9K +400 New
DWA
1063
Dougherty Wealth Advisers
Minnesota
$63K
GWS
1064
Glassman Wealth Services
Virginia
$63K +$32.1K +198 +102%
DOA
1065
D'Orazio & Associates
Virginia
$61K +$487 +3 +0.8%
FFG
1066
Fortem Financial Group
California
$59K +$60K +370 New
ICP
1067
Interchange Capital Partners
Pennsylvania
$59K +$60.5K +373 New
PFGIA
1068
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$811 +5 +1%
SIAG
1069
Safeguard Investment Advisory Group
California
$57K +$58.1K +358 New
CCM
1070
Covington Capital Management
California
$56K
IFAM
1071
Institutional & Family Asset Management
Colorado
$56K +$1.3K +8 +2%
LWA
1072
Lenox Wealth Advisors
New York
$56K +$9.08K +56 +19%
TC
1073
Truvestments Capital
Florida
$53K +$7.62K +47 +16%
CMA
1074
Cedar Mountain Advisors
Oregon
$51K
VFA
1075
Valeo Financial Advisors
Indiana
$49K +$44.6K +275 +833%

CCI Hedge Fund Activity: Q4 2020 in Review

1,195 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2020, worth a combined $61.5B — down 5.8% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new CCI positions and 99 closed out — a net gain of 82 holders — while 512 added to existing stakes and 376 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $318M. The largest seller was Cohen & Steers, cutting an estimated $715M.

  • 1,195 institutional investors held Crown Castle (CCI) as of Q4 2020, up from 1,131 in Q3 2020.
  • Funds reported $61.5B of Crown Castle stock for Q4 2020, down 5.8% quarter-over-quarter.
  • 181 funds opened new Crown Castle positions in Q4 2020 and 99 closed out, a net change of +82 holders.
  • The largest Crown Castle buyer in Q4 2020 was Capital Research Global Investors, an estimated $318M added.
  • The largest Crown Castle seller in Q4 2020 was Cohen & Steers, an estimated $715M sold.

Based on aggregated 13F filings for Q4 2020.