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SBA Communications

670 hedge funds and large institutions have $23.5B invested in SBA Communications in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $52.7M

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

0.66% less ownership

Funds ownership: 94.25%93.59% (-0.66%)

3% less funds holding

Funds holding: 689670 (-19)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

12% less capital invested

Capital invested by funds: $26.6B → $23.5B (-$3.11B)

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

Holders
670
Holders Change
-19
Holders Change %
-2.76%
% of All Funds
10.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
61
Increased
266
Reduced
245
Closed
75
Calls
$81.7M
Puts
$52.7M
Net Calls
+$29.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
501
Lincoln National Corp
Pennsylvania
$251K -$4.54K -19 -2%
HIA
502
Harbor Investment Advisory
Maryland
$246K +$51.9K +217 +26%
CWA
503
CM Wealth Advisors
Ohio
$239K -$1.47M -6,158 -85%
MYAM
504
Meiji Yasuda Asset Management
Japan
$239K
FCP
505
Fidelis Capital Partners
Florida
$238K +$26.3K +110 +12%
EWA
506
EP Wealth Advisors
California
$238K +$1.05M +4,407 +79%
SI
507
Stephens Inc
Arkansas
$238K +$9.33K +39 +4%
PA
508
Procyon Advisors
Connecticut
$237K +$244K +1,021 New
MAS
509
Meeder Advisory Services
Ohio
$236K -$45K -188 -16%
LAIC
510
Lederer & Associates Investment Counsel
California
$234K -$7.65K -32 -3%
SW
511
SlateStone Wealth
Florida
$232K +$239K +1,000 New
GIA
512
Guyasuta Investment Advisors
Pennsylvania
$232K
DFCM
513
Dark Forest Capital Management
Puerto Rico
$226K +$233K +974 New
DWT
514
Dorsey & Whitney Trust
South Dakota
$226K +$233K +973 New
MFS
515
Mirabella Financial Services
United Kingdom
$223K +$231K +964 New
WBC
516
Westpac Banking Corp
Australia
$221K -$6.47M -27,050 -97%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$221K -$239 -1 -0.1%
CHAM
518
Clear Harbor Asset Management
Connecticut
$214K -$38K -159 -15%
BFM
519
Boothbay Fund Management
New York
$213K -$3.31M -13,853 -94%
SFI
520
Siemens Fonds Invest
Germany
$212K
QI
521
Qtron Investments
Massachusetts
$212K -$273K -1,141 -56%
NW
522
NewEdge Wealth
Pennsylvania
$210K -$8.37K -35 -4%
TSS
523
Two Sigma Securities
New York
$210K -$320K -1,338 -60%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$210K +$11.2K +47 +5%
VSQM
525
V-Square Quantitative Management
Illinois
$209K +$9.57K +40 +5%

SBAC Hedge Fund Activity: Q2 2023 in Review

670 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SBA Communications (SBAC) for Q2 2023, worth a combined $23.5B — down 12% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SBAC and 61 opened new positions — a net loss of 14 holders — while 245 trimmed existing stakes and 266 added.

The largest buyer was Brown Advisory, adding an estimated $152M. The largest seller was Capital Research Global Investors, cutting an estimated $208M.

  • 670 institutional investors held SBA Communications (SBAC) as of Q2 2023, down from 689 in Q1 2023.
  • Funds reported $23.5B of SBA Communications stock for Q2 2023, down 12% quarter-over-quarter.
  • 61 funds opened new SBA Communications positions in Q2 2023 and 75 closed out, a net change of -14 holders.
  • The largest SBA Communications buyer in Q2 2023 was Brown Advisory, an estimated $152M added.
  • The largest SBA Communications seller in Q2 2023 was Capital Research Global Investors, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2023.