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Crown Castle

1,288 hedge funds and large institutions have $53B invested in Crown Castle in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 589 increasing their positions, 455 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $215M | Put options by funds: $133M

29% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 455

0.3% more ownership

Funds ownership: 91.02%91.32% (+0.3%)

3% less capital invested

Capital invested by funds: $54.7B → $53B (-$1.71B)

3% less funds holding

Funds holding: 1,3251,288 (-37)

16% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 107

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,288
Holders Change
-37
Holders Change %
-2.79%
% of All Funds
20.53%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
90
Increased
589
Reduced
455
Closed
107
Calls
$215M
Puts
$133M
Net Calls
+$81.9M
Net Calls Change
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1376
Orion Capital Management
California
-$17.5K -129 Closed
MMG
1377
Monetary Management Group
Missouri
-$13.4K -99 Closed
ADL
1378
Asset Dedication LLC
California
-$11K -80 Closed
EE
1379
EWG Elevate
California
-$8K -59 Closed
TC
1380
Trust Company
Kansas
-$7K -55 Closed
KIA
1381
Kraematon Investment Advisors
Massachusetts
-$6.67K -49 Closed
ACM
1382
AUA Capital Management
Pennsylvania
-$5.83K -43 Closed
TF
1383
TimeScale Financial
Massachusetts
-$6.22K -43 Closed
ZIG
1384
Zullo Investment Group
Pennsylvania
-$5.43K -40 Closed
CBT
1385
Central Bank & Trust
Kentucky
-$4.2K -31 Closed
PO
1386
Private Ocean
California
-$4.21K -31 Closed
OIA
1387
Optimum Investment Advisors
Illinois
-$3.25K -24 Closed
MPCL
1388
My Personal CFO LLC
Washington
-$2.17K -16 Closed
LSA
1389
Lansing Street Advisors
Pennsylvania
-$1.36K -10 Closed
LFA
1390
Level Financial Advisors
New York
-$1K -10 Closed
GGI
1391
Godsey & Gibb Inc
Virginia
-$814 -6 Closed
AFS
1392
Annapolis Financial Services
Maryland
-$136 -1 Closed
GKIM
1393
GW&K Investment Management
Massachusetts
+$276 +2 New
EWA
1394
EP Wealth Advisors
California
+$552K +3,994 +52%

CCI Hedge Fund Activity: Q1 2023 in Review

1,288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Crown Castle (CCI) for Q1 2023, worth a combined $53B — down 3.1% from $54.7B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CCI and 90 opened new positions — a net loss of 17 holders — while 455 trimmed existing stakes and 589 added.

The largest buyer was Fidelity International, adding an estimated $250M. The largest seller was Capital Research Global Investors, cutting an estimated $197M.

  • 1,288 institutional investors held Crown Castle (CCI) as of Q1 2023, down from 1,325 in Q4 2022.
  • Funds reported $53B of Crown Castle stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 90 funds opened new Crown Castle positions in Q1 2023 and 107 closed out, a net change of -17 holders.
  • The largest Crown Castle buyer in Q1 2023 was Fidelity International, an estimated $250M added.
  • The largest Crown Castle seller in Q1 2023 was Capital Research Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2023.