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Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1076
First Horizon Advisors
Tennessee
$24.6K -$5.87K -54 -19%
RFS
1077
Richardson Financial Services
Massachusetts
$24.3K -$3.26K -30 -12%
MLA
1078
MB, Levis & Associates
Pennsylvania
$24.3K
EWM
1079
Evermay Wealth Management
Virginia
$23.6K -$435 -4 -2%
DI
1080
DAGCO Inc
Ohio
$23.1K +$23.7K +218 New
TFA
1081
Toth Financial Advisory
Virginia
$22.4K
KFS
1082
Kelly Financial Services
Massachusetts
$21.8K +$218 +2 +1%
CQS
1083
Credential Qtrade Securities
$21.3K -$4.89K -45 -18%
CFD
1084
Creative Financial Designs
Indiana
$21.2K -$13.6K -125 -38%
AP
1085
Atwood & Palmer
Missouri
$21.2K
FWA
1086
FSC Wealth Advisors
New York
$21K -$109 -1 -0.5%
WT
1087
Washington Trust
Rhode Island
$20.7K +$109 +1 +0.5%
CWC
1088
Carolinas Wealth Consulting
North Carolina
$20.6K +$544 +5 +3%
ETC
1089
Exchange Traded Concepts
Oklahoma
$20.1K -$1.05M -9,651 -98%
GI
1090
Gradient Investments
Minnesota
$19.5K -$9.9K -91 -33%
C
1091
Covestor
United Kingdom
$19K -$544 -5 -3%
LFG
1092
Larson Financial Group
Missouri
$18K -$33.2K -305 -64%
FPB
1093
First PREMIER Bank
South Dakota
$17K -$4.35K -40 -20%
WBC
1094
West Branch Capital
Massachusetts
$16.6K
EBA
1095
Eagle Bay Advisors
New York
$16.5K +$1.96K +18 +13%
APC
1096
Aspire Private Capital
North Carolina
$16.2K -$5.76K -53 -26%
GKIM
1097
GW&K Investment Management
Massachusetts
$16K +$761 +7 +5%
M
1098
MOTCO
Texas
$15.7K
OC
1099
Oakworth Capital
Alabama
$15.7K
FSWA
1100
Financial Synergies Wealth Advisors
Texas
$15.6K +$14.6K +134 +1,031%

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.