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Crown Castle

1,239 hedge funds and large institutions have $47B invested in Crown Castle in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 367 increasing their positions, 536 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

78% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 129

30% more capital invested

Capital invested by funds: $36.2B → $47B (+$10.7B)

10% more call options, than puts

Call options by funds: $374M | Put options by funds: $339M

7% more funds holding

Funds holding: 1,1551,239 (+84)

3.25% more ownership

Funds ownership: 90.79%94.03% (+3.2%)

32% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 536

Holders
1,239
Holders Change
+84
Holders Change %
+7.27%
% of All Funds
18.06%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
229
Increased
367
Reduced
536
Closed
129
Calls
$374M
Puts
$339M
Net Calls
+$34.3M
Net Calls Change
-$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1176
Semmax Financial Advisors
North Carolina
$6.95K +$6.76K +66 New
PMFA
1177
Plante Moran Financial Advisors
Michigan
$6.91K
IGWM
1178
ICA Group Wealth Management
Colorado
$6.68K +$5.94K +58 New
BFPW
1179
BOK Financial Private Wealth
Colorado
$6.57K
NMM
1180
Naples Money Management
Florida
$6.33K +$5.63K +55 New
DAC
1181
Dividend Assets Capital
South Carolina
$6K -$61.5K -600 -92%
BAM
1182
Byrne Asset Management
New Jersey
$5.92K +$205 +2 +4%
AP
1183
Aspect Partners
Virginia
$5.88K +$5.22K +51 New
AWM
1184
Abound Wealth Management
Tennessee
$5.76K -$307 -3 -6%
AWM
1185
Atticus Wealth Management
Florida
$5.76K
GPI
1186
General Partner Inc
Pennsylvania
$5.53K
OPTFSNA
1187
Old Point Trust & Financial Services N A
Virginia
$5.18K +$4.61K +45 New
AW
1188
Avion Wealth
Texas
$5K +$1.64K +16 +62%
FFO
1189
Fortitude Family Office
Arizona
$4.84K +$4.3K +42 New
S
1190
Sachetta
Massachusetts
$4.72K +$4.2K +41 New
VCM
1191
Versant Capital Management
Arizona
$4.72K -$14.7K -144 -78%
PP
1192
Pacifica Partners
Canada
$4.72K
CWAF
1193
Core Wealth Advisors (Florida)
Florida
$4.49K
BCPWM
1194
Bradley & Co Private Wealth Management
Florida
$4.03K
FFA
1195
Frazier Financial Advisors
Ohio
$4.03K +$3.58K +35 New
RF
1196
Robinswood Financial
Washington
$3.92K
TC
1197
Truvestments Capital
Florida
$3.92K
DF
1198
Dunhill Financial
United Kingdom
$3.88K +$3.48K +34 New
RA
1199
Rise Advisors
New York
$3.67K -$3.38K -33 -51%
RTL
1200
Red Tortoise LLC
Georgia
$3.46K +$3.07K +30 New

CCI Hedge Fund Activity: Q4 2023 in Review

1,239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2023, worth a combined $47B — up 30% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new CCI positions and 129 closed out — a net gain of 100 holders — while 367 added to existing stakes and 536 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Capital Research Global Investors, cutting an estimated $461M.

  • 1,239 institutional investors held Crown Castle (CCI) as of Q4 2023, up from 1,155 in Q3 2023.
  • Funds reported $47B of Crown Castle stock for Q4 2023, up 30% quarter-over-quarter.
  • 229 funds opened new Crown Castle positions in Q4 2023 and 129 closed out, a net change of +100 holders.
  • The largest Crown Castle buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Crown Castle seller in Q4 2023 was Capital Research Global Investors, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.