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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
FSWA
1201
Financial Synergies Wealth Advisors
Texas
$20.8K +$19.6K +142 +1,092%
TCWA
1202
Ten Capital Wealth Advisors
Washington
$20.7K
ST
1203
Sageworth Trust
Pennsylvania
$19.9K +$19.9K +144 +2,880%
VCM
1204
Versant Capital Management
Arizona
$19.4K +$15.6K +113 +353%
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$5.94K +43 +43%
VNA
1206
Valley National Advisers
Pennsylvania
$19K
CWA
1207
Clearview Wealth Advisors
Oregon
$18.9K +$553 +4 +3%
HWA
1208
Heritage Wealth Advisors
Virginia
$18.5K -$57.2K -414 -75%
IWP
1209
IAG Wealth Partners
Wisconsin
$18.2K +$13.8K +100 +278%
GFPC
1210
Global Financial Private Client
Florida
$18K +$7.46K +54 +66%
SWA
1211
SOA Wealth Advisors
New York
$17.9K
MTIC
1212
Missouri Trust & Investment Company
Missouri
$16.6K +$3.32K +24 +24%
AAG
1213
Armstrong Advisory Group
Massachusetts
$15.8K
CBT
1214
CoreFirst Bank & Trust
Kansas
$15.4K
GCM
1215
Gables Capital Management
Florida
$15.1K +$1.8K +13 +13%
BCMLT
1216
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.5K -$6.5K -47 -30%
CNBTD
1217
Citizens National Bank Trust Department
Mississippi
$14.3K
LCM
1218
Logan Capital Management
Pennsylvania
$13.3K
HCM
1219
Highlander Capital Management
New Jersey
$13K
GFWA
1220
Grey Fox Wealth Advisors
Delaware
$12.8K -$16K -116 -55%
Jones Financial Companies
1221
Jones Financial Companies
Missouri
$12.7K +$13.1K +95 New
GWSA
1222
Global Wealth Strategies & Associates
Colorado
$12K
SWA
1223
Sutton Wealth Advisors
Florida
$11.9K -$332K -2,400 -96%
DI
1224
Disciplined Investments
Oklahoma
$11.8K +$1.38K +10 +13%
Commonwealth Equity Services
1225
Commonwealth Equity Services
Massachusetts
$11.5K +$666K +4,815 +6%

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.