We are live on ! Find out more
CCI icon

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
CT
1101
Caldwell Trust
Florida
$14.3K
SWA
1102
SOA Wealth Advisors
New York
$14.2K
W
1103
WealthCollab
Washington
$14K
PWMG
1104
Private Wealth Management Group
New Jersey
$13.9K
KWAG
1105
Kiely Wealth Advisory Group
North Carolina
$13.3K
TCG
1106
Transcendent Capital Group
Oklahoma
$12.8K
WWP
1107
WR Wealth Planners
Missouri
$12.6K +$12.9K +119 New
PWA
1108
Provenance Wealth Advisors
Florida
$12.3K
GWMI
1109
Guardian Wealth Management (Illinois)
Illinois
$12.2K +$109 +1 +0.9%
CWP
1110
Concord Wealth Partners
Virginia
$11.9K
CA
1111
Continuum Advisory
Idaho
$11.8K +$12.8K +118 New
BIA
1112
Bell Investment Advisors
California
$11.6K +$109 +1 +0.9%
CNBTD
1113
Citizens National Bank Trust Department
Mississippi
$11.3K
ADL
1114
Asset Dedication LLC
California
$11K
BCWM
1115
Bartlett & Co Wealth Management
Ohio
$10.8K +$1.63K +15 +17%
BAM
1116
Byrne Asset Management
New Jersey
$10.7K +$5.44K +50 +98%
GGI
1117
Godsey & Gibb Inc
Virginia
$10.6K
MTIC
1118
Missouri Trust & Investment Company
Missouri
$10.6K
CPG
1119
Cornerstone Planning Group
New Jersey
$9.92K -$1.52K -14 -12%
RFG
1120
REAP Financial Group
Texas
$8.77K -$46.2K -425 -84%
GFPC
1121
Global Financial Private Client
Florida
$8.55K
SSB
1122
Sandy Spring Bank
Maryland
$8.52K -$3.37K -31 -28%
SAMC
1123
Spectrum Asset Management (California)
California
$8.47K +$8.7K +80 New
BC
1124
Barrett & Company
Rhode Island
$8.47K
CMA
1125
Cedar Mountain Advisors
Oregon
$8.36K

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.