We are live on ! Find out more
CCI icon

Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1076
Crewe Advisors
Utah
$40.1K -$10.1K -85 -19%
BI
1077
Bramshill Investments
Florida
$39.9K -$1.49M -12,488 -97%
GWS
1078
Glassman Wealth Services
Virginia
$39.4K -$2.74K -23 -6%
PWMG
1079
Prestige Wealth Management Group
New Jersey
$38.1K -$5.71K -48 -13%
CH
1080
Canton Hathaway
Rhode Island
$38K
AAG
1081
Armstrong Advisory Group
Massachusetts
$36.2K +$23.8K +200 +169%
C
1082
Covestor
United Kingdom
$36K +$13.9K +117 +59%
CWC
1083
Carolinas Wealth Consulting
North Carolina
$35.9K -$25K -210 -40%
GWSG
1084
GPS Wealth Strategies Group
Colorado
$35.5K -$18K -151 -33%
EWM
1085
Evermay Wealth Management
Virginia
$35K
LF
1086
Lee Financial
Texas
$34.8K +$357 +3 +1%
CT
1087
Caldwell Trust
Florida
$33.4K +$9.28K +78 +36%
BFPW
1088
BOK Financial Private Wealth
Colorado
$33K -$51.9K -436 -60%
APC
1089
Aspire Private Capital
North Carolina
$32.8K +$1.07K +9 +3%
GI
1090
Gradient Investments
Minnesota
$32.3K -$37.5K -315 -53%
AWM
1091
AllSquare Wealth Management
New York
$31.4K
WT
1092
Washington Trust
Rhode Island
$30.8K -$119 -1 -0.4%
IRC
1093
Investors Research Corp
Georgia
$30.6K
JWM
1094
Janiczek Wealth Management
Colorado
$30.3K
RA
1095
Rational Advisors
New York
$30.1K -$2.02K -17 -6%
JMF
1096
Johnson Midwest Financial
Iowa
$29.9K
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$29.9K +$31.2K +262 New
GWMI
1098
Guardian Wealth Management (Illinois)
Illinois
$29.7K +$238 +2 +0.8%
PIAS
1099
PCA Investment Advisory Services
Ohio
$29.3K +$30.5K +256 New
PA
1100
PSI Advisors
Florida
$28.7K +$357 +3 +1%

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.