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SBA Communications
SBAC

516 hedge funds and large institutions have $17.7B invested in SBA Communications in 2017 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 170 increasing their positions, 182 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 38

13% more funds holding

Funds holding: 458 → 516 (+58)

9% more capital invested

Capital invested by funds: $16.2B → $17.7B (+$1.46B)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

7% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 182

1.25% less ownership

Funds ownership: 93.52% → 92.27% (-1.2%)

14% less call options, than puts

Call options by funds: $41.5M | Put options by funds: $48.5M

Holders
516
Holders Change
+58
Holders Change %
+12.66%
% of All Funds
11.7%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
101
Increased
170
Reduced
182
Closed
38
Calls
$41.5M
Puts
$48.5M
Net Calls
-$7.01M
Net Calls Change
+$4.88M

Top Buyers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
+$150M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
3
Renaissance Technologies
Renaissance Technologies
New York
+$118M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
5
Norges Bank
Norges Bank
Norway
+$87.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$258M
3
SCP
Soroban Capital Partners
New York
-$134M
4
MG
Meritage Group
California
-$115M
5
SIG
Senator Investment Group
New York
-$90M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
226
Brasada Capital Management
Texas
$2.88M +$2.92M +18,369 New
MSA
227
Mason Street Advisors
Wisconsin
$2.67M -$53.2K -335 -2%
VI
228
Versor Investments
New York
$2.66M +$2.59M +16,300 New
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$2.65M -$128K -805 -5%
ERSOT
230
Employees Retirement System of Texas
Texas
$2.61M +$2.54M +16,000 New
EGM
231
Engineers Gate Manager
New York
$2.61M -$3.55M -22,346 -58%
Nomura Asset Management
232
Nomura Asset Management
Japan
$2.6M +$78.2K +492 +3%
BTS
233
BB&T Securities
Virginia
$2.58M +$1.18M +7,432 +89%
AB
234
Amalgamated Bank
New York
$2.58M +$214K +1,344 +9%
MSV
235
MN Services Vermogensbeheer
Netherlands
$2.56M -$191K -1,200 -6%
Skandinaviska Enskilda Banken (SEB)
236
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.52M -$191K -1,200 -7%
OAM
237
Oppenheimer Asset Management
New York
$2.4M – – –
CGH
238
Crossmark Global Holdings
Texas
$2.38M +$796K +5,011 +53%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$2.3M +$400K +2,518 +22%
B
240
BP
United Kingdom
$2.29M -$1.43M -9,000 -39%
BCM
241
BlueCrest Capital Management
Jersey
$2.26M +$2.19M +13,815 New
EA
242
Emerald Advisers
Pennsylvania
$2.15M -$475K -2,989 -19%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$2.12M +$2.07M +13,000 New
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$2.11M -$131K -826 -6%
Wolverine Trading
245
Wolverine Trading
Illinois
$2.05M +$1.51M +9,511 +312%
CWP
246
Capital Wealth Planning
Florida
$2.04M +$238K +1,500 +14%
FA
247
FDx Advisors
Illinois
$2.04M +$1.57M +9,891 +382%
SAM
248
Securian Asset Management
Minnesota
$1.99M +$7.78K +49 +0.4%
RIM
249
Redpoint Investment Management
Australia
$1.98M +$1.93M +12,134 New
DnB Asset Management
250
DnB Asset Management
Norway
$1.98M – – –
8 9
10
11 12

SBAC Hedge Fund Activity: Q4 2017 in Review

516 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SBA Communications (SBAC) for Q4 2017, worth a combined $17.7B — up 9% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SBAC positions and 38 closed out — a net gain of 63 holders — while 170 added to existing stakes and 182 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $150M. The largest seller was T. Rowe Price Associates, cutting an estimated $317M.

  • 516 institutional investors held SBA Communications (SBAC) as of Q4 2017, up from 458 in Q3 2017.
  • Funds reported $17.7B of SBA Communications stock for Q4 2017, up 9% quarter-over-quarter.
  • 101 funds opened new SBA Communications positions in Q4 2017 and 38 closed out, a net change of +63 holders.
  • The largest SBA Communications buyer in Q4 2017 was Brookfield Corp, an estimated $150M added.
  • The largest SBA Communications seller in Q4 2017 was T. Rowe Price Associates, an estimated $317M sold.

Based on aggregated 13F filings for Q4 2017.