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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
AP
1051
Atwood & Palmer
Missouri
$18.4K
FWA
1052
FSC Wealth Advisors
New York
$18.3K +$20.6K +199 New
CWP
1053
Concord Wealth Partners
Virginia
$18.2K -$518 -5 -2%
CG
1054
Cutler Group
California
$18K +$20.7K +200 New
GA
1055
GoalVest Advisory
New York
$17.3K -$788K -7,606 -98%
FCA
1056
FinTrust Capital Advisors
South Carolina
$17.1K +$14.7K +142 +323%
VCM
1057
Versant Capital Management
Arizona
$17K +$3.52K +34 +23%
CAC
1058
Core Alternative Capital
Georgia
$17K +$104 +1 +0.5%
C
1059
Covestor
United Kingdom
$17K -$14.4K -139 -44%
VNA
1060
Valley National Advisers
Pennsylvania
$17K +$4.14K +40 +27%
RWPA
1061
Richard W. Paul & Associates
Michigan
$16.9K -$725 -7 -4%
CT
1062
Caldwell Trust
Florida
$16.4K -$11.9K -115 -39%
BIA
1063
Bell Investment Advisors
California
$16.3K -$4.35K -42 -19%
SIS
1064
Strategic Investment Solutions
Illinois
$16.3K +$17.1K +165 New
GKIM
1065
GW&K Investment Management
Massachusetts
$15K +$3.11K +30 +22%
KFS
1066
Kelly Financial Services
Massachusetts
$13.8K +$829 +8 +6%
CIA
1067
Cape Investment Advisory
Georgia
$13.7K +$15.4K +149 New
SIS
1068
Sound Income Strategies
Florida
$12.7K +$6.94K +67 +94%
AAP
1069
Arax Advisory Partners
Colorado
$12.7K -$6.84K -66 -32%
IWP
1070
IAG Wealth Partners
Wisconsin
$12.5K
BCWM
1071
Bartlett & Co Wealth Management
Ohio
$12.4K -$6.53K -63 -32%
SWA
1072
SOA Wealth Advisors
New York
$12.3K
BCMLT
1073
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K
FSWA
1074
Financial Synergies Wealth Advisors
Texas
$12.3K -$725 -7 -5%
BC
1075
Bartlett & Co
Ohio
$12K -$6.53K -63 -32%

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.