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Crown Castle

1,325 hedge funds and large institutions have $54.7B invested in Crown Castle in 2022 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 549 increasing their positions, 464 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $253M | Put options by funds: $132M

53% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 112

18% more repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 464

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 1,2931,325 (+32)

0.77% less ownership

Funds ownership: 91.8%91.02% (-0.77%)

4% less capital invested

Capital invested by funds: $57.2B → $54.7B (-$2.48B)

Holders
1,325
Holders Change
+32
Holders Change %
+2.47%
% of All Funds
21.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.42%
New
171
Increased
549
Reduced
464
Closed
112
Calls
$253M
Puts
$132M
Net Calls
+$121M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1301
Trifecta Capital Advisors
Illinois
$2.85K +$2.84K +21 New
LFA
1302
Legend Financial Advisors
Pennsylvania
$2.85K +$2.84K +21 New
CYG
1303
Clean Yield Group
Vermont
$2.71K
TCM
1304
Tradewinds Capital Management
Washington
$2.44K
DAM
1305
Delta Asset Management
Tennessee
$2.17K +$2.16K +16 New
MPCL
1306
My Personal CFO LLC
Washington
$2.17K +$2.16K +16 New
RG
1307
Retirement Group
California
$2K
KFS
1308
Kelly Financial Services
Massachusetts
$1.9K
FSWA
1309
Financial Synergies Wealth Advisors
Texas
$1.76K +$270 +2 +18%
ECM
1310
Everence Capital Management
Indiana
$1.65K +$372K +2,750 +29%
TFM
1311
TFC Financial Management
Massachusetts
$1.36K
LSA
1312
Lansing Street Advisors
Pennsylvania
$1.36K +$1.35K +10 New
PFG
1313
Piershale Financial Group
Illinois
$1.36K +$1.35K +10 New
KFP
1314
KB Financial Partners
New Jersey
$1K
TFA
1315
Transamerica Financial Advisors
Florida
$1K
ST
1316
Sageworth Trust
Pennsylvania
$1K +$676 +5 New
LFA
1317
Level Financial Advisors
New York
$1K +$1.35K +10 New
GGI
1318
Godsey & Gibb Inc
Virginia
$814 +$811 +6 New
FGAM
1319
Financial Gravity Asset Management
Texas
$715 -$335K -2,474 -95%
TCOT
1320
Trust Company of Toledo
Ohio
$706 +$18.5K +137 +3%
SCA
1321
Stuart Chaussee & Associates
California
$678
CFFP
1322
Center for Financial Planning
Michigan
$543 -$8.11K -60 -94%
SVCP
1323
Silicon Valley Capital Partners
California
$250 +$270 +2 New
AFS
1324
Annapolis Financial Services
Maryland
$136
Qube Research & Technologies (QRT)
1325
Qube Research & Technologies (QRT)
United Kingdom
-$22.8M -157,556 Closed

CCI Hedge Fund Activity: Q4 2022 in Review

1,325 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q4 2022, worth a combined $54.7B — down 4.3% from $57.2B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new CCI positions and 112 closed out — a net gain of 59 holders — while 549 added to existing stakes and 464 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $363M. The largest seller was Capital Research Global Investors, cutting an estimated $400M.

  • 1,325 institutional investors held Crown Castle (CCI) as of Q4 2022, up from 1,293 in Q3 2022.
  • Funds reported $54.7B of Crown Castle stock for Q4 2022, down 4.3% quarter-over-quarter.
  • 171 funds opened new Crown Castle positions in Q4 2022 and 112 closed out, a net change of +59 holders.
  • The largest Crown Castle buyer in Q4 2022 was Wellington Management Group, an estimated $363M added.
  • The largest Crown Castle seller in Q4 2022 was Capital Research Global Investors, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2022.