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Crown Castle
CCI

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: 10 → 20 (+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: 1,155 → 1,239 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.37B
2
BlackRock
BlackRock
New York
+$272M
3
Barclays
Barclays
United Kingdom
+$246M
4
MMA
Mizuho Markets Americas
New York
+$179M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$168M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$461M
2
Invesco
Invesco
Georgia
-$211M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$152M
4
Two Sigma Investments
Two Sigma Investments
New York
-$150M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1201
O'Dell Group
Ohio
$3.34K +$2.97K +29 New
EAM
1202
Eukles Asset Management
Ohio
$3.11K – – –
HDIM
1203
Hanson & Doremus Investment Management
Vermont
$3K – – –
MBFW
1204
Morton Brown Family Wealth
Pennsylvania
$3K +$2.66K +26 New
BSB
1205
Bangor Savings Bank
Maine
$2.88K – – –
VWM
1206
Venturi Wealth Management
Texas
$2.72K -$1.74K -17 -41%
VWWMG
1207
Vermillion & White Wealth Management Group
Pennsylvania
$2.65K +$2.36K +23 New
PCMC
1208
Planning Capital Management Corporation
Pennsylvania
$2.54K +$2.25K +22 New
PAG
1209
Paladin Advisory Group
Iowa
$2.53K – – –
PA
1210
Pineridge Advisors
Missouri
$2.53K +$2.25K +22 New
TCA
1211
Trifecta Capital Advisors
Illinois
$2.42K – – –
AWM
1212
Activest Wealth Management
Florida
$2.37K +$102 +1 +5%
PCWA
1213
Pacific Capital Wealth Advisors
California
$2.3K +$2.05K +20 New
PGAM
1214
Princeton Global Asset Management
New Jersey
$2.19K -$1.1M -10,743 -100%
FCAS
1215
First Command Advisory Services
Texas
$2.19K +$1.95K +19 New
TH
1216
TCTC Holdings
Texas
$2.19K +$1.95K +19 New
TCM
1217
Tradewinds Capital Management
Washington
$2.07K – – –
RG
1218
Retirement Group
California
$1.84K – – –
FRA
1219
Frank Rimerman Advisors
California
$1.84K +$1.64K +16 New
FSWA
1220
Financial Synergies Wealth Advisors
Texas
$1.76K -$12.4K -121 -90%
AFWM
1221
Abich Financial Wealth Management
Virginia
$1.64K +$1.43K +14 New
AT
1222
Arlington Trust
Alabama
$1.61K +$1.43K +14 New
VWA
1223
Valued Wealth Advisors
Utah
$1.54K +$1.74K +17 New
FG
1224
Fairman Group
Pennsylvania
$1.5K +$1.33K +13 New
PIS
1225
POM Investment Strategies
North Carolina
$1.5K +$1.33K +13 New
47 48
49
50 51

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.