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Crown Castle
CCI

Overview Fund Activity

1,148 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 468 increasing their positions, 446 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-80
Holders Change %
-6.51%
% of All Funds
18.3%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
468
Reduced
446
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$262M
2
Goldman Sachs
Goldman Sachs
New York
$392M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$652M
4
Barclays
Barclays
United Kingdom
$281M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$933M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$5.83M
2
Deutsche Bank
Deutsche Bank
Germany
$391M
3
Bank of America
Bank of America
North Carolina
$619M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$830K
5
BG
Bahl & Gaynor
Ohio
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1126
Perkins Coie Trust Company
Washington
$2.3K +$2.3K +25 New
AWA
1127
Authentikos Wealth Advisory
California
$2.15K +$2.15K +23 New
TFM
1128
TFC Financial Management
Massachusetts
$2.12K +$1.2K +13 +130%
PAG
1129
Paladin Advisory Group
Iowa
$2.03K – – –
KA
1130
Kozak & Associates
Colorado
$2.01K +$2.01K +22 New
TCA
1131
Trifecta Capital Advisors
Illinois
$1.93K – – –
AWM
1132
Activest Wealth Management
Florida
$1.87K – – –
BWS
1133
Buck Wealth Strategies
Colorado
$1.79K – – –
TCM
1134
Tradewinds Capital Management
Washington
$1.66K – – –
ECM
1135
Everence Capital Management
Indiana
$1.49K +$368 +4,000 +33%
RG
1136
Retirement Group
California
$1.47K -$3.5K -38 -70%
NSIM
1137
North Star Investment Management
Illinois
$1.2K – – –
SVCP
1138
Silicon Valley Capital Partners
California
$1.08K – – –
TFA
1139
Transamerica Financial Advisors
Florida
$1K – – –
AW
1140
Avion Wealth
Texas
$1K +$192 +5 +24%
BFP
1141
Briaud Financial Planning
Texas
$1K +$1K +16 New
CTWM
1142
Cherry Tree Wealth Management
Minnesota
$921 – – –
JFA
1143
JNBA Financial Advisors
Minnesota
$921 +$921 +10 New
DJSG
1144
D.J. St. Germain
Massachusetts
$920 -$21.2K -230 -96%
OP
1145
ORG Partners
Indiana
$644 -$83.9K -912 -99%
DAM
1146
Delta Asset Management
Tennessee
$552 -$920 -10 -63%
SCA
1147
Stuart Chaussee & Associates
California
$460 – – –
ANBT
1148
American National Bank & Trust
Texas
$368 – – –
HWA
1149
Heritage Wealth Advisors
Virginia
$91 -$2.09K -23 -96%
CGPCS
1150
Capital Group Private Client Services
California
– -$30.5M -268,118 Closed
44 45
46
47 48