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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1101
Global Wealth Management Investment Advisory
Florida
$30.2K
MSG
1102
Main Street Group
Virginia
$29.9K +$26.6K +260 New
RFS
1103
Richardson Financial Services
Massachusetts
$29.9K +$26.6K +260 New
PA
1104
PSI Advisors
Florida
$29.7K +$410 +4 +2%
OIAM
1105
OFI Invest Asset Management
France
$29.6K +$615 +6 +2%
RA
1106
Rational Advisors
New York
$29.1K
USB
1107
Union Savings Bank
Connecticut
$28.8K -$3.48K -34 -12%
CQS
1108
Credential Qtrade Securities
$28.3K -$509K -4,968 -95%
AGWCA
1109
Annis Gardner Whiting Capital Advisors
Florida
$28.1K -$87.9K -858 -78%
FCA
1110
FinTrust Capital Advisors
South Carolina
$27.3K +$5.22K +51 +27%
MLA
1111
MB, Levis & Associates
Pennsylvania
$26.5K
EWM
1112
Evermay Wealth Management
Virginia
$26.1K -$8.19K -80 -26%
NL
1113
NVWM LLC
Pennsylvania
$25.9K
SAM
1114
Smartleaf Asset Management
Massachusetts
$25.7K +$24.4K +238 New
AIMA
1115
Ables Iannone Moore & Associates
Georgia
$25.3K +$22.5K +220 New
TFA
1116
Toth Financial Advisory
Virginia
$24.4K
SWM
1117
Sugarloaf Wealth Management
Georgia
$24.4K
APC
1118
Aspire Private Capital
North Carolina
$23.8K -$7.58K -74 -26%
KFS
1119
Kelly Financial Services
Massachusetts
$23.5K +$5.53K +54 +36%
CLOS
1120
Compagnie Lombard Odier SCmA
Switzerland
$23.4K +$20.8K +203 New
AP
1121
Atwood & Palmer
Missouri
$23K
FPB
1122
First PREMIER Bank
South Dakota
$23K -$1.54K -15 -7%
FWA
1123
FSC Wealth Advisors
New York
$22.9K
BWP
1124
Baldwin Wealth Partners
Massachusetts
$22.5K -$3.58K -35 -15%
WT
1125
Washington Trust
Rhode Island
$22.3K -$4.81K -47 -20%

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.