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Crown Castle

1,277 hedge funds and large institutions have $68B invested in Crown Castle in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 561 increasing their positions, 419 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

34% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 419

1% more funds holding

Funds holding: 1,2611,277 (+16)

0.18% less ownership

Funds ownership: 91.22%91.04% (-0.18%)

11% less capital invested

Capital invested by funds: $76.7B → $68B (-$8.68B)

14% less call options, than puts

Call options by funds: $199M | Put options by funds: $231M

37% less funds holding in top 10

Funds holding in top 10: 3522 (-13)

Holders
1,277
Holders Change
+16
Holders Change %
+1.27%
% of All Funds
22.36%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
113
Increased
561
Reduced
419
Closed
81
Calls
$199M
Puts
$231M
Net Calls
-$31.5M
Net Calls Change
-$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1126
Prestige Wealth Management Group
New Jersey
$78K +$13.7K +71 +19%
KIG
1127
Kowal Investment Group
Wisconsin
$77K +$85.4K +442 New
FMII
1128
Farmers & Merchants Investments Inc
Nebraska
$75K -$5.03K -26 -6%
EWA
1129
Evolution Wealth Advisors
Florida
$74K
CCM
1130
Covington Capital Management
California
$72K +$12.4K +64 +18%
MCM
1131
MV Capital Management
Maryland
$71K +$5.8K +30 +8%
PFGIA
1132
Patriot Financial Group Insurance Agency
Massachusetts
$70K
DOA
1133
D'Orazio & Associates
Virginia
$70K +$3.48K +18 +5%
LTI
1134
Laffer Tengler Investments
Tennessee
$69.7K +$967 +5 +1%
GWM
1135
Geneos Wealth Management
Colorado
$69K -$1.93K -10 -2%
WQ
1136
Wealth Quarterback
New Jersey
$69K -$387 -2 -0.5%
DWA
1137
Dougherty Wealth Advisers
Minnesota
$68K
MA
1138
MUFG Americas
New York
$68K
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K +$64.4K +333 +537%
GAM
1140
Gemmer Asset Management
California
$67K -$1.93K -10 -3%
EBA
1141
Eagle Bay Advisors
New York
$65K +$967 +5 +1%
FP
1142
Financial Perspectives
Minnesota
$62.7K +$38.7K +200 +123%
TAM
1143
Tucker Asset Management
Colorado
$61.5K +$15.3K +79 +30%
Nisa Investment Advisors
1144
Nisa Investment Advisors
Missouri
$61.4K +$1.64M +8,476 +2%
HWA
1145
Heritage Wealth Advisors
Virginia
$60.5K -$121K -625 -64%
KFI
1146
Key Financial Inc
Pennsylvania
$59K +$3.67K +19 +6%
AssetMark Inc
1147
AssetMark Inc
California
$59K +$25.1K +130 +61%
LWA
1148
Lenox Wealth Advisors
New York
$57K
BWM
1149
Baystate Wealth Management
Massachusetts
$57K +$387 +2 +0.6%
BMD
1150
Better Money Decisions
New Mexico
$55K -$1.93K -10 -3%

CCI Hedge Fund Activity: Q3 2021 in Review

1,277 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2021, worth a combined $68B — down 11% from $76.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CCI positions and 81 closed out — a net gain of 32 holders — while 561 added to existing stakes and 419 trimmed.

The largest buyer was BlackRock, adding an estimated $200M. The largest seller was Wellington Management Group, cutting an estimated $448M.

  • 1,277 institutional investors held Crown Castle (CCI) as of Q3 2021, up from 1,261 in Q2 2021.
  • Funds reported $68B of Crown Castle stock for Q3 2021, down 11% quarter-over-quarter.
  • 113 funds opened new Crown Castle positions in Q3 2021 and 81 closed out, a net change of +32 holders.
  • The largest Crown Castle buyer in Q3 2021 was BlackRock, an estimated $200M added.
  • The largest Crown Castle seller in Q3 2021 was Wellington Management Group, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2021.