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Crown Castle

1,228 hedge funds and large institutions have $67.9B invested in Crown Castle in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 565 increasing their positions, 385 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $360M | Put options by funds: $163M

47% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 385

41% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 104

10% more capital invested

Capital invested by funds: $61.5B → $67.9B (+$6.34B)

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

3% more funds holding

Funds holding: 1,1941,228 (+34)

2.02% more ownership

Funds ownership: 89.75%91.77% (+2%)

Holders
1,228
Holders Change
+34
Holders Change %
+2.85%
% of All Funds
21.56%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
147
Increased
565
Reduced
385
Closed
104
Calls
$360M
Puts
$163M
Net Calls
+$197M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1076
Plante Moran Financial Advisors
Michigan
$91K +$50.9K +318 +153%
LWM
1077
Liberty Wealth Management
California
$90K
TFGT
1078
TS Financial Group (TSFG)
Illinois
$90K
FA
1079
Fortis Advisors
Pennsylvania
$86K
LF
1080
Lee Financial
Texas
$86K
PK
1081
Pflug Koory
Nebraska
$86K +$80.4K +502 New
TCOV
1082
Trust Company of Vermont
Vermont
$85K -$8.17K -51 -9%
KTC
1083
Kistler-Tiffany Companies
Pennsylvania
$82K +$49.7K +310 +183%
TC
1084
Truvestments Capital
Florida
$79K +$20K +125 +38%
CI
1085
CX Institutional
Indiana
$77K -$16.5K -103 -19%
PWMG
1086
Prestige Wealth Management Group
New Jersey
$77K +$2.56K +16 +4%
CAC
1087
Certified Advisory Corp
Florida
$77K +$71.3K +445 New
ONST
1088
Old North State Trust
North Carolina
$75K -$2.4K -15 -3%
CFB
1089
Cullen/Frost Bankers
Texas
$74K -$1.12K -7 -2%
EWA
1090
Evolution Wealth Advisors
Florida
$73K
HFS
1091
HBC Financial Services
Washington
$72.7K -$3.2K -20 -5%
FMII
1092
Farmers & Merchants Investments Inc
Nebraska
$72K
HS
1093
Horan Securities
United States
$69K +$31.6K +197 +96%
DWA
1094
Dougherty Wealth Advisers
Minnesota
$68K
PFGIA
1095
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$5.77K +36 +10%
LTI
1096
Laffer Tengler Investments
Tennessee
$68K -$9.45K -59 -13%
MSFP
1097
Mark Sheptoff Financial Planning
Connecticut
$67K +$32.2K +201 +105%
AWC
1098
Abundance Wealth Counselors
Pennsylvania
$67K +$62.5K +390 New
GAM
1099
Gemmer Asset Management
California
$66K -$40K -250 -39%
DOA
1100
D'Orazio & Associates
Virginia
$66K +$481 +3 +0.8%

CCI Hedge Fund Activity: Q1 2021 in Review

1,228 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2021, worth a combined $67.9B — up 10% from $61.5B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new CCI positions and 104 closed out — a net gain of 43 holders — while 565 added to existing stakes and 385 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $1.05B. The largest seller was Janus Henderson Group, cutting an estimated $361M.

  • 1,228 institutional investors held Crown Castle (CCI) as of Q1 2021, up from 1,194 in Q4 2020.
  • Funds reported $67.9B of Crown Castle stock for Q1 2021, up 10% quarter-over-quarter.
  • 147 funds opened new Crown Castle positions in Q1 2021 and 104 closed out, a net change of +43 holders.
  • The largest Crown Castle buyer in Q1 2021 was Aristotle Capital Management, an estimated $1.05B added.
  • The largest Crown Castle seller in Q1 2021 was Janus Henderson Group, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2021.