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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
Nisa Investment Advisors
1101
Nisa Investment Advisors
Missouri
$64.2K +$7.03M +43,911 +13%
LWA
1102
Lenox Wealth Advisors
New York
$61K +$320 +2 +0.6%
CCM
1103
Covington Capital Management
California
$61K +$801 +5 +1%
GWM
1104
Geneos Wealth Management
Colorado
$56K -$43.7K -273 -48%
CMA
1105
Cedar Mountain Advisors
Oregon
$55K
KFI
1106
Key Financial Inc
Pennsylvania
$55K +$3.04K +19 +6%
BMD
1107
Better Money Decisions
New Mexico
$54K +$50.5K +315 New
OIA
1108
Optimum Investment Advisors
Illinois
$52K -$16K -100 -25%
TSW
1109
Thompson Siegel & Walmsley
Virginia
$52K +$28.8K +180 +148%
BHWM
1110
Bay Harbor Wealth Management
Maryland
$51K +$11.9K +74 +33%
MLFP
1111
MPS Loria Financial Planners
Illinois
$50K
CWP
1112
Concord Wealth Partners
Virginia
$50K +$46.8K +292 New
AWM
1113
AllSquare Wealth Management
New York
$48K
SL
1114
Savior LLC
Massachusetts
$48K
VRM
1115
Vectors Research Management
New York
$48K +$14.4K +90 +47%
RE
1116
RBC Europe
United Kingdom
$47.3K -$29.5K -184 -40%
COCM
1117
Charter Oak Capital Management
New Hampshire
$47K +$24K +150 +122%
CHA
1118
Carmichael Hill & Associates
Maryland
$45K +$320 +2 +0.8%
SLF
1119
Sun Life Financial
Ontario, Canada
$45K +$961 +6 +2%
BCWM
1120
Bartlett & Co Wealth Management
Ohio
$44.2K -$1.12K -7 -3%
BC
1121
Bartlett & Co
Ohio
$44K -$1.12K -7 -3%
TFO
1122
Tarbox Family Office
California
$44K -$961 -6 -2%
CCC
1123
Crescent Capital Consulting
Louisiana
$44K
NCM
1124
New Capital Management
Texas
$44K
JMF
1125
Johnson Midwest Financial
Iowa
$44K +$160 +1 +0.4%

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.