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Crown Castle

1,235 hedge funds and large institutions have $44.8B invested in Crown Castle in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 522 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $197M | Put options by funds: $139M

0.55% less ownership

Funds ownership: 91.32%90.78% (-0.55%)

9% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 522

4% less funds holding

Funds holding: 1,2881,235 (-53)

15% less capital invested

Capital invested by funds: $53B → $44.8B (-$8.15B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

31% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 137

Holders
1,235
Holders Change
-53
Holders Change %
-4.11%
% of All Funds
19.39%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
95
Increased
477
Reduced
522
Closed
137
Calls
$197M
Puts
$139M
Net Calls
+$58.1M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Chesapeake Wealth Management
Virginia
-$281K -2,102 Closed
LFM
1302
LGT Fund Management
Liechtenstein
-$281K -2,100 Closed
OWM
1303
OneAscent Wealth Management
Alabama
-$271K -2,023 Closed
KWM
1304
Kolinsky Wealth Management
New Jersey
-$262K -1,958 Closed
SIMG
1305
Sonora Investment Management Group
Arizona
-$259K -1,937 Closed
MWM
1306
Modera Wealth Management
New Jersey
-$255K -1,905 Closed
ORC
1307
O'Rourke & Company
Massachusetts
-$253K -1,888 Closed
FCP
1308
Fidelis Capital Partners
Florida
-$219K -1,849 Closed
ANTB
1309
AMG National Trust Bank
Colorado
-$246K -1,841 Closed
CSIC
1310
Clifford Swan Investment Counsel
California
-$244K -1,826 Closed
TP
1311
Tranquility Partners
Tennessee
-$242K -1,810 Closed
PRWA
1312
Platte River Wealth Advisors
Colorado
-$239K -1,785 Closed
RGC
1313
Roberts, Glore & Co
Illinois
-$239K -1,782 Closed
IP
1314
Ignite Planners
California
-$237K -1,769 Closed
WI
1315
Wintrust Investments
Illinois
-$235K -1,759 Closed
EH
1316
Equitable Holdings
New York
-$235K -1,756 Closed
SXL
1317
Summit X LLC
Missouri
-$235K -1,755 Closed
RPWA
1318
Regent Peak Wealth Advisors
Georgia
-$233K -1,744 Closed
RWRC
1319
R.W. Roge & Company
New York
-$233K -1,742 Closed
T
1320
TCWP
Ohio
-$231K -1,728 Closed
YIA
1321
YHB Investment Advisors
Connecticut
-$230K -1,720 Closed
CDH
1322
Charles D. Hyman
-$230K -1,718 Closed
BFM
1323
Boothbay Fund Management
New York
-$203K -1,702 Closed
CAM
1324
Covenant Asset Management
New Jersey
-$227K -1,695 Closed
BIC
1325
Beach Investment Counsel
Pennsylvania
-$224K -1,675 Closed

CCI Hedge Fund Activity: Q2 2023 in Review

1,235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q2 2023, worth a combined $44.8B — down 15% from $53B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of CCI and 95 opened new positions — a net loss of 42 holders — while 522 trimmed existing stakes and 477 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $384M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,235 institutional investors held Crown Castle (CCI) as of Q2 2023, down from 1,288 in Q1 2023.
  • Funds reported $44.8B of Crown Castle stock for Q2 2023, down 15% quarter-over-quarter.
  • 95 funds opened new Crown Castle positions in Q2 2023 and 137 closed out, a net change of -42 holders.
  • The largest Crown Castle buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $384M added.
  • The largest Crown Castle seller in Q2 2023 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q2 2023.