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
CFB
1126
Cullen/Frost Bankers
Texas
$8.15K -$12.4K -114 -60%
OSNBOA
1127
Old Second National Bank of Aurora
Illinois
$8.04K
RBC
1128
Roble Belko & Company
Pennsylvania
$8K
SIS
1129
Sound Income Strategies
Florida
$7.31K
SA
1130
Scarborough Advisors
Maryland
$6.99K
FIM
1131
Fernwood Investment Management
Massachusetts
$6.99K +$7.18K +66 New
DMIC
1132
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.88K +$7.07K +65 New
SFA
1133
Semmax Financial Advisors
North Carolina
$6.7K +$109 +1 +2%
AFIA
1134
America First Investment Advisors
Nebraska
$6.56K
GWSG
1135
GPS Wealth Strategies Group
Colorado
$6.35K -$4.57K -42 -41%
PMFA
1136
Plante Moran Financial Advisors
Michigan
$6.35K
AP
1137
Aspect Partners
Virginia
$6.35K +$979 +9 +18%
RTL
1138
Red Tortoise LLC
Georgia
$6.35K +$3.26K +30 +100%
BFPW
1139
BOK Financial Private Wealth
Colorado
$6.03K
HT
1140
Headlands Technologies
Illinois
$6.03K +$6.2K +57 New
RWPA
1141
Richard W. Paul & Associates
Michigan
$5.82K -$5.87K -54 -50%
NMM
1142
Naples Money Management
Florida
$5.82K
PO
1143
Private Ocean
California
$5.82K +$5.98K +55 New
AWM
1144
Abound Wealth Management
Tennessee
$5.51K +$218 +2 +4%
SL
1145
Salomon & Ludwin
Virginia
$5.4K -$6.63K -61 -54%
BWP
1146
Baldwin Wealth Partners
Massachusetts
$5.29K -$15.8K -145 -74%
AWM
1147
Atticus Wealth Management
Florida
$5.29K
GPI
1148
General Partner Inc
Pennsylvania
$5.08K
AW
1149
Avion Wealth
Texas
$5K
LF
1150
LifeSteps Financial
California
$4.87K +$5K +46 New

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.