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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
IGWM
1101
ICA Group Wealth Management
Colorado
$28.5K +$9.4K +79 +46%
AIM
1102
Arcadia Investment Management
Michigan
$28.5K
WTG
1103
West Tower Group
Virginia
$27.9K +$29.2K +245 New
NFSG
1104
Newbridge Financial Services Group
Florida
$27.6K -$21.7K -182 -43%
DJSG
1105
D.J. St. Germain
Massachusetts
$27.3K +$28.6K +240 New
USB
1106
Union Savings Bank
Connecticut
$27.1K +$29.8K +250 New
BWP
1107
Baldwin Wealth Partners
Massachusetts
$26.2K
MLA
1108
MB, Levis & Associates
Pennsylvania
$26.2K
CAL
1109
Capital Advisors Ltd
Ohio
$26K -$2.5K -21 -9%
NL
1110
NVWM LLC
Pennsylvania
$25.6K -$54.2K -455 -67%
EARNEST Partners
1111
EARNEST Partners
Georgia
$25.5K
CPG
1112
Cornerstone Planning Group
New Jersey
$25.2K +$26.3K +221 New
FPB
1113
First PREMIER Bank
South Dakota
$25K
BIA
1114
Bell Investment Advisors
California
$25K -$9.76K -82 -27%
QL
1115
Quarry LP
New York
$24.5K +$19.8K +166 +339%
LFG
1116
Larson Financial Group
Missouri
$24.5K -$18.4K -155 -42%
TFA
1117
Toth Financial Advisory
Virginia
$24.2K
SWM
1118
Sugarloaf Wealth Management
Georgia
$24.2K
MHR
1119
Matthew Hamilton Rosenberg
$23.7K -$10.4K -87 -29%
AAP
1120
Arax Advisory Partners
Colorado
$23.2K -$16.1K -135 -40%
CWP
1121
Concord Wealth Partners
Virginia
$23.1K
BC
1122
Bartlett & Co
Ohio
$23K -$13.7K -115 -37%
TSW
1123
Thompson Siegel & Walmsley
Virginia
$23K
AP
1124
Atwood & Palmer
Missouri
$22.8K +$23.8K +200 New
BCWM
1125
Bartlett & Co Wealth Management
Ohio
$22.6K -$13.7K -115 -37%

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.