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Crown Castle

1,201 hedge funds and large institutions have $42.1B invested in Crown Castle in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $285M | Put options by funds: $263M

5% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 464

2.31% less ownership

Funds ownership: 94.03%91.72% (-2.3%)

3% less funds holding

Funds holding: 1,2391,201 (-38)

10% less capital invested

Capital invested by funds: $47B → $42.1B (-$4.85B)

18% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 134

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,201
Holders Change
-38
Holders Change %
-3.07%
% of All Funds
17.3%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
110
Increased
486
Reduced
464
Closed
134
Calls
$285M
Puts
$263M
Net Calls
+$22.6M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1301
True Wealth Design
Ohio
-$149K -1,293 Closed
CG
1302
Cutler Group
California
-$132K -1,209 Closed
MFF
1303
Mango Five Family
Nevada
-$138K -1,200 Closed
ELI
1304
Empire Life Investments
Ontario, Canada
-$105K -914 Closed
SC
1305
Solstein Capital
California
-$83.5K -768 Closed
GWS
1306
Glassman Wealth Services
Virginia
-$73.1K -635 Closed
FIA
1307
FNY Investment Advisers
New York
-$69K -600 Closed
TWM
1308
Tradition Wealth Management
Minnesota
-$64K -559 Closed
HFM
1309
Harvest Fund Management
China
-$63K -545 Closed
TCWA
1310
Turtle Creek Wealth Advisors
Texas
-$54.1K -470 Closed
NMG
1311
New Millennium Group
Utah
-$41.3K -359 Closed
BI
1312
Bramshill Investments
Florida
-$33.9K -343 Closed
AWM
1313
AllSquare Wealth Management
New York
-$32.3K -280 Closed
GWMIA
1314
Global Wealth Management Investment Advisory
Florida
-$30.2K -262 Closed
AIMA
1315
Ables Iannone Moore & Associates
Georgia
-$25.3K -220 Closed
CLOS
1316
Compagnie Lombard Odier SCmA
Switzerland
-$23.4K -203 Closed
LIWM
1317
Long Island Wealth Management
New York
-$11K -96 Closed
FWM
1318
Focused Wealth Management
New York
-$9.05K -79 Closed
NECFA
1319
New England Capital Financial Advisors
Connecticut
-$8.93K -78 Closed
CSWM
1320
Cassady Schiller Wealth Management
Ohio
-$8.64K -75 Closed
B
1321
Birchbrook
Maine
-$7.37K -64 Closed
CT
1322
Cambridge Trust
Massachusetts
-$7.26K -63 Closed
DAC
1323
Dividend Assets Capital
South Carolina
-$6K -50 Closed
CWAF
1324
Core Wealth Advisors (Florida)
Florida
-$4.49K -39 Closed
ODG
1325
O'Dell Group
Ohio
-$3.34K -29 Closed

CCI Hedge Fund Activity: Q1 2024 in Review

1,201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2024, worth a combined $42.1B — down 10% from $47B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CCI and 110 opened new positions — a net loss of 24 holders — while 464 trimmed existing stakes and 486 added.

The largest buyer was Cohen & Steers, adding an estimated $415M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,201 institutional investors held Crown Castle (CCI) as of Q1 2024, down from 1,239 in Q4 2023.
  • Funds reported $42.1B of Crown Castle stock for Q1 2024, down 10% quarter-over-quarter.
  • 110 funds opened new Crown Castle positions in Q1 2024 and 134 closed out, a net change of -24 holders.
  • The largest Crown Castle buyer in Q1 2024 was Cohen & Steers, an estimated $415M added.
  • The largest Crown Castle seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.