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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
ANBT
1176
American National Bank & Trust
Texas
$32.7K +$23.6K +171 +234%
BWP
1177
Baldwin Wealth Partners
Massachusetts
$30.8K
MLA
1178
MB, Levis & Associates
Pennsylvania
$30.8K
EARNEST Partners
1179
EARNEST Partners
Georgia
$30K
FPB
1180
First PREMIER Bank
South Dakota
$29K
CA
1181
Centerpoint Advisors
Massachusetts
$29K +$30K +217 New
CT
1182
Caldwell Trust
Florida
$28.8K
TFA
1183
Toth Financial Advisory
Virginia
$28.4K
SWM
1184
Sugarloaf Wealth Management
Georgia
$28.4K -$2.49K -18 -8%
CWP
1185
Concord Wealth Partners
Virginia
$27.2K -$22.3K -161 -44%
C
1186
Covestor
United Kingdom
$27K -$1.11K -8 -4%
TSW
1187
Thompson Siegel & Walmsley
Virginia
$27K
CSPAM
1188
Cary Street Partners Asset Management
Virginia
$26.8K
QC
1189
Quent Capital
New York
$26.8K
RWPA
1190
Richard W. Paul & Associates
Michigan
$26.6K +$1.66K +12 +6%
BWM
1191
BerganKDV Wealth Management
Minnesota
$25.2K
DIP
1192
DT Investment Partners
Pennsylvania
$24.9K -$13.1K -95 -32%
PMFA
1193
Plante Moran Financial Advisors
Michigan
$23.4K -$4.42K -32 -15%
CSWM
1194
Cassady Schiller Wealth Management
Ohio
$23.4K -$1.66K -12 -6%
CAC
1195
Core Alternative Capital
Georgia
$23.3K +$15.6K +113 +185%
NC
1196
NewSquare Capital
Pennsylvania
$23.2K +$23.9K +173 New
IGWM
1197
ICA Group Wealth Management
Colorado
$22.9K -$14.1K -102 -37%
OSNBOA
1198
Old Second National Bank of Aurora
Illinois
$22.9K
TIM
1199
Tortoise Investment Management
New York
$22.1K
WWP
1200
WR Wealth Planners
Missouri
$21K +$15.1K +109 +227%

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.