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Crown Castle
CCI

Overview Fund Activity

1,145 hedge funds and large institutions have $47.4B invested in Crown Castle in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 438 increasing their positions, 453 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+26
Holders Change %
+2.32%
% of All Funds
16.56%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
118
Increased
438
Reduced
453
Closed
83
Calls
$366M
Puts
$240M
Net Calls
+$127M
Net Calls Change
-$6.13M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.08B
2
UBS AM
UBS AM
Illinois
$471M
3
Cohen & Steers
Cohen & Steers
New York
$3.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$450M
5
Invesco
Invesco
Georgia
$468M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$37M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
4
Lazard Asset Management
Lazard Asset Management
New York
$78.2M
5
Bank of America
Bank of America
North Carolina
$849M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1101
IAG Wealth Partners
Wisconsin
$4.27K – – –
SIS
1102
Sound Income Strategies
Florida
$4.24K -$3.89K -33 -48%
FFA
1103
Frazier Financial Advisors
Ohio
$4.15K – – –
LB
1104
Legacy Bridge
Iowa
$4.15K – – –
FC
1105
Fairscale Capital
New Hampshire
$4.15K – – –
PFG
1106
Peterson Financial Group
Iowa
$4.05K +$4.05K +34 New
PW
1107
Paladin Wealth
Minnesota
$2.97K +$2.97K +25 New
SIS
1108
Strategic Investment Solutions
Illinois
$2.97K +$2.97K +25 New
JIP
1109
Jaffetilchin Investment Partners
Florida
$2.92K +$2.92K +25 New
PWS
1110
Peterson Wealth Services
Utah
$2.77K +$2.77K +23 New
VWWMG
1111
Vermillion & White Wealth Management Group
Pennsylvania
$2.73K – – –
PAG
1112
Paladin Advisory Group
Iowa
$2.61K – – –
AWM
1113
Activest Wealth Management
Florida
$2.55K – – –
TCA
1114
Trifecta Capital Advisors
Illinois
$2.49K – – –
TH
1115
TCTC Holdings
Texas
$2.25K – – –
TCM
1116
Tradewinds Capital Management
Washington
$2.14K – – –
CIAS
1117
CBIZ Investment Advisory Services
Ohio
$2.14K +$2.14K +18 New
CAC
1118
Core Alternative Capital
Georgia
$1.66K – – –
VAMG
1119
Voisard Asset Management Group
Michigan
$1.54K +$1.54K +13 New
PIS
1120
POM Investment Strategies
North Carolina
$1.54K -$6.05K -51 -80%
FG
1121
Fairman Group
Pennsylvania
$1.54K – – –
LFA
1122
Legend Financial Advisors
Pennsylvania
$1.54K – – –
BAM
1123
Byrne Asset Management
New Jersey
$1.31K -$9.49K -80 -88%
HWA
1124
Heritage Wealth Advisors
Virginia
$1.19K -$59.5K -499 -98%
TFM
1125
TFC Financial Management
Massachusetts
$1.19K – – –
43 44
45
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