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Crown Castle

1,155 hedge funds and large institutions have $36.2B invested in Crown Castle in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 470 increasing their positions, 450 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $303M | Put options by funds: $171M

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 450

0.01% more ownership

Funds ownership: 90.78%90.79% (+0.01%)

6% less funds holding

Funds holding: 1,2351,155 (-80)

19% less capital invested

Capital invested by funds: $44.8B → $36.2B (-$8.62B)

37% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 171

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,155
Holders Change
-80
Holders Change %
-6.48%
% of All Funds
18.33%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
108
Increased
470
Reduced
450
Closed
171
Calls
$303M
Puts
$171M
Net Calls
+$132M
Net Calls Change
+$73.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1301
Arcadia Investment Management
Michigan
-$28.5K -250 Closed
IGWM
1302
ICA Group Wealth Management
Colorado
-$28.5K -250 Closed
DIP
1303
DT Investment Partners
Pennsylvania
-$22.1K -204 Closed
AI
1304
AXS Investments
New York
-$22K -193 Closed
LTI
1305
Laffer Tengler Investments
Tennessee
-$17.8K -156 Closed
CWA
1306
Clearview Wealth Advisors
Oregon
-$16.2K -142 Closed
LIA
1307
Luken Investment Analytics
Tennessee
-$14.8K -130 Closed
HCM
1308
Hollencrest Capital Management
California
-$14.2K -125 Closed
HWM
1309
Horizons Wealth Management
North Carolina
-$14.2K -125 Closed
RTL
1310
Red Tortoise LLC
Georgia
-$11.3K -109 Closed
ODG
1311
O'Dell Group
Ohio
-$11.5K -101 Closed
HCM
1312
Highlander Capital Management
New Jersey
-$11K -100 Closed
DI
1313
Disciplined Investments
Oklahoma
-$10K -88 Closed
TFP
1314
Tilia Fiduciary Partners
North Carolina
-$9.12K -80 Closed
HIIFS
1315
Harel Insurance Investments & Financial Services
Israel
-$9K -75 Closed
OC
1316
Oakworth Capital
Alabama
-$8.2K -72 Closed
MSFP
1317
Mark Sheptoff Financial Planning
Connecticut
-$7.41K -65 Closed
FCMT
1318
Founders Capital Management (Texas)
Texas
-$7.06K -62 Closed
OPTFSNA
1319
Old Point Trust & Financial Services N A
Virginia
-$5.13K -45 Closed
WAM
1320
Worth Asset Management
Texas
-$4.56K -40 Closed
CFFP
1321
Center for Financial Planning
Michigan
-$3.08K -27 Closed
NSG
1322
Nalls Sherbakoff Group
Tennessee
-$2.04K -18 Closed
LFA
1323
Legend Financial Advisors
Pennsylvania
-$1.59K -14 Closed
SF
1324
Safeguard Financial
Wisconsin
-$1K -4 Closed
UFF
1325
USA Financial Formulas
Michigan
-$228 -2 Closed

CCI Hedge Fund Activity: Q3 2023 in Review

1,155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q3 2023, worth a combined $36.2B — down 19% from $44.8B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of CCI and 108 opened new positions — a net loss of 63 holders — while 450 trimmed existing stakes and 470 added.

The largest buyer was National Bank of Canada, adding an estimated $286M. The largest seller was Capital International Investors, cutting an estimated $1.33B.

  • 1,155 institutional investors held Crown Castle (CCI) as of Q3 2023, down from 1,235 in Q2 2023.
  • Funds reported $36.2B of Crown Castle stock for Q3 2023, down 19% quarter-over-quarter.
  • 108 funds opened new Crown Castle positions in Q3 2023 and 171 closed out, a net change of -63 holders.
  • The largest Crown Castle buyer in Q3 2023 was National Bank of Canada, an estimated $286M added.
  • The largest Crown Castle seller in Q3 2023 was Capital International Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2023.