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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
LSPW
1326
Lake Street Private Wealth
Illinois
-$224K -1,670 Closed
ONST
1327
Old North State Trust
North Carolina
-$223K -1,667 Closed
AOWM
1328
Alpha Omega Wealth Management
Virginia
-$223K -1,664 Closed
PP
1329
PDS Planning
Ohio
-$220K -1,642 Closed
KF
1330
Krilogy Financial
Missouri
-$219K -1,637 Closed
JSW
1331
Journey Strategic Wealth
New Jersey
-$219K -1,636 Closed
NRD
1332
Nebula Research & Development
New York
-$217K -1,619 Closed
DU
1333
Delphia (USA)
Ontario, Canada
-$215K -1,604 Closed
HIG
1334
Heritage Investment Group
Florida
-$214K -1,601 Closed
BHIA
1335
Birch Hill Investment Advisors
Massachusetts
-$214K -1,600 Closed
SMA
1336
Sage Mountain Advisors
Georgia
-$213K -1,593 Closed
LFA
1337
Legacy Financial Advisors
Kentucky
-$211K -1,577 Closed
FDS
1338
Freedom Day Solutions
Texas
-$211K -1,575 Closed
SAM
1339
Strategy Asset Managers
California
-$210K -1,568 Closed
SFG
1340
Summit Financial Group
West Virginia
-$210K -1,567 Closed
ACS
1341
Archford Capital Strategies
Illinois
-$208K -1,556 Closed
RWMG
1342
Redwood Wealth Management Group
New Jersey
-$207K -1,549 Closed
ACA
1343
Aptus Capital Advisors
Alabama
-$207K -1,548 Closed
CG
1344
Cutler Group
California
-$183K -1,536 Closed
QI
1345
Qtron Investments
Massachusetts
-$206K -1,536 Closed
AFG
1346
Allegheny Financial Group
Pennsylvania
-$204K -1,524 Closed
1IA
1347
1834 Investment Advisors
Wisconsin
-$203K -1,516 Closed
BOH
1348
Bank of Hawaii
Hawaii
-$202K -1,510 Closed
EGA
1349
E&G Advisors
Texas
-$202K -1,510 Closed
IWA
1350
Intercontinental Wealth Advisors
Texas
-$201K -1,504 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.