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Crown Castle

1,288 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3261,288 (-38)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,288
Holders Change
-38
Holders Change %
-2.87%
% of All Funds
20.53%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1151
Stonebridge Capital Advisors
Minnesota
$42.4K +$691 +5 +2%
BC
1152
Bartlett & Co
Ohio
$42K -$11.3K -82 -21%
BCWM
1153
Bartlett & Co Wealth Management
Ohio
$41.9K -$11.3K -82 -21%
EWM
1154
Evermay Wealth Management
Virginia
$41.1K +$13.5K +98 +47%
LF
1155
Lee Financial
Texas
$40.4K -$7.05K -51 -14%
BIA
1156
Bell Investment Advisors
California
$40.3K +$2.9K +21 +8%
HDIM
1157
Hanson & Doremus Investment Management
Vermont
$40K -$2.21K -16 -5%
MHR
1158
Matthew Hamilton Rosenberg
$39.5K -$4.01K -29 -9%
RTC
1159
Riverview Trust Company
Washington
$39.2K
AP
1160
Arlington Partners
Alabama
$38.7K +$13K +94 +48%
BAM
1161
Byrne Asset Management
New Jersey
$38K +$2.9K +21 +8%
RA
1162
Rational Advisors
New York
$37.6K +$1.8K +13 +5%
AWM
1163
AllSquare Wealth Management
New York
$37.5K
APC
1164
Aspire Private Capital
North Carolina
$37.3K +$5.94K +43 +18%
CHA
1165
Carmichael Hill & Associates
Maryland
$37.3K +$415 +3 +1%
WT
1166
Washington Trust
Rhode Island
$36.3K +$691 +5 +2%
IRC
1167
Investors Research Corp
Georgia
$36K
JMF
1168
Johnson Midwest Financial
Iowa
$35K +$138 +1 +0.4%
GWMI
1169
Guardian Wealth Management (Illinois)
Illinois
$34.7K -$6.64K -48 -16%
WPWM
1170
Western Pacific Wealth Management
Illinois
$34.5K
JWM
1171
Janiczek Wealth Management
Colorado
$34.4K -$4.29K -31 -10%
AIM
1172
Arcadia Investment Management
Michigan
$33.5K
PA
1173
PSI Advisors
Florida
$33.3K +$415 +3 +1%
CAL
1174
Capital Advisors Ltd
Ohio
$33K +$4.42K +32 +15%
HFS
1175
HBC Financial Services
Washington
$33K +$34.6K +250 New

CCI Hedge Fund Activity: Q1 2023 in Review

1,288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,288 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,326 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.