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Crown Castle

1,127 hedge funds and large institutions have $39.6B invested in Crown Castle in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 404 increasing their positions, 493 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $299M | Put options by funds: $166M

0.06% more ownership

Funds ownership: 91.72%91.78% (+0.06%)

6% less capital invested

Capital invested by funds: $42.1B → $39.6B (-$2.47B)

6% less funds holding

Funds holding: 1,2021,127 (-75)

18% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 493

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

38% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 154

Holders
1,127
Holders Change
-75
Holders Change %
-6.24%
% of All Funds
16.27%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
96
Increased
404
Reduced
493
Closed
154
Calls
$299M
Puts
$166M
Net Calls
+$133M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
UWS
1101
Unique Wealth Strategies
Illinois
$2.54K +$2.36K +24 New
FW
1102
Fairway Wealth
Ohio
$2.25K +$2.27K +23 New
VWWMG
1103
Vermillion & White Wealth Management Group
Pennsylvania
$2.25K +$2.27K +23 New
GFPC
1104
Global Financial Private Client
Florida
$2.15K -$5.91K -60 -73%
PAG
1105
Paladin Advisory Group
Iowa
$2.11K
AWM
1106
Activest Wealth Management
Florida
$2.07K
DWA
1107
Delos Wealth Advisors
Texas
$2.05K
TCA
1108
Trifecta Capital Advisors
Illinois
$2.05K
TH
1109
TCTC Holdings
Texas
$1.86K
TCM
1110
Tradewinds Capital Management
Washington
$1.76K
CAC
1111
Core Alternative Capital
Georgia
$1.37K
LFA
1112
Legend Financial Advisors
Pennsylvania
$1.27K -$295 -3 -19%
FG
1113
Fairman Group
Pennsylvania
$1.27K
VWA
1114
Valued Wealth Advisors
Utah
$1.2K -$492 -5 -29%
IGWM
1115
ICA Group Wealth Management
Colorado
$1.17K -$2.76K -28 -70%
TFA
1116
Transamerica Financial Advisors
Florida
$1K
TFM
1117
TFC Financial Management
Massachusetts
$977
CAM
1118
ClariVest Asset Management
California
$877
MIA
1119
MeadowBrook Investment Advisors
Michigan
$684
MFG
1120
Mendota Financial Group
Wisconsin
$587
IC
1121
Innealta Capital
Texas
$586 +$591 +6 New
PP
1122
Pacifica Partners
Canada
$580 -$886 -9 -60%
CJ
1123
Caitlin John
Michigan
$561 -$47.4K -481 -99%
ECM
1124
Everence Capital Management
Indiana
$519 -$652K -6,620 -54%
SCA
1125
Stuart Chaussee & Associates
California
$489

CCI Hedge Fund Activity: Q2 2024 in Review

1,127 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2024, worth a combined $39.6B — down 5.9% from $42.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of CCI and 96 opened new positions — a net loss of 58 holders — while 493 trimmed existing stakes and 404 added.

The largest buyer was Cohen & Steers, adding an estimated $734M. The largest seller was Aristotle Capital Management, cutting an estimated $583M.

  • 1,127 institutional investors held Crown Castle (CCI) as of Q2 2024, down from 1,202 in Q1 2024.
  • Funds reported $39.6B of Crown Castle stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 96 funds opened new Crown Castle positions in Q2 2024 and 154 closed out, a net change of -58 holders.
  • The largest Crown Castle buyer in Q2 2024 was Cohen & Steers, an estimated $734M added.
  • The largest Crown Castle seller in Q2 2024 was Aristotle Capital Management, an estimated $583M sold.

Based on aggregated 13F filings for Q2 2024.