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SBA Communications
SBAC

Overview Fund Activity

532 hedge funds and large institutions have $21.4B invested in SBA Communications in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 188 increasing their positions, 200 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+16
Holders Change %
+3.1%
% of All Funds
11.53%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.39%
New
65
Increased
188
Reduced
200
Closed
44
Calls
$106M
Puts
$296M
Net Calls
-$190M
Net Calls Change
-$172M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
2
GIP
General Industrial Partners
United Kingdom
+$81.5M
3
UBS AM
UBS AM
Illinois
+$64.3M
4
CBOA
Commonwealth Bank of Australia
Australia
+$50.6M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$46.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$118M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$106M
3
TFP
Triple Frond Partners
California
-$90.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$78.7M
5
SP
Stockbridge Partners
Massachusetts
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
501
Harvest Group Wealth Management
Massachusetts
$9K +$9K +46 New
PFO
502
Pathstone Family Office
New Jersey
$9K +$9K +47 New
PFSC
503
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FC
504
Ferris Capital
Massachusetts
$7K +$1.06K +5 +18%
AIC
505
Ameritas Investment Company
Nebraska
$6K -$21.3K -103 -78%
SWM
506
SeaCrest Wealth Management
New York
$6K -$375 -2 -6%
TFO
507
Tarbox Family Office
California
$6K – – –
MSA
508
Marino Stram & Associates
Massachusetts
$6K +$214 +1 +4%
RIA
509
Realta Investment Advisors
Delaware
$6K +$6K +32 New
ESB
510
Essex Savings Bank
Connecticut
$5K – – –
CWA
511
Clarus Wealth Advisors
Arizona
$5K – – –
CI
512
CX Institutional
Indiana
$5K +$5K +23 New
SWA
513
Sutton Wealth Advisors
Florida
$4.79K +$599 +3 +14%
CFG
514
Citizens Financial Group
Rhode Island
$4K +$4K +20 New
DWM
515
Destination Wealth Management
California
$4K +$4K +21 New
PWM
516
PRW Wealth Management
Massachusetts
$3K – – –
FCA
517
FinTrust Capital Advisors
South Carolina
$3K – – –
LWA
518
Lenox Wealth Advisors
New York
$3K – – –
THWM
519
Taylor Hoffman Wealth Management
Virginia
$3K – – –
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +13 New
BAM
521
Bruderman Asset Management
New York
$3K +$3K +15 New
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$2K -$2K -8 -50%
OFW
523
Omnia Family Wealth
Florida
$2K – – –
LWCFA
524
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
CAM
525
ClariVest Asset Management
California
$1K – – –
19 20
21
22 23