We are live on ! Find out more
SBAC icon

SBA Communications

658 hedge funds and large institutions have $29B invested in SBA Communications in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $7.88M

0.39% more ownership

Funds ownership: 94.37%94.76% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3% less funds holding

Funds holding: 675658 (-17)

10% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 258

11% less capital invested

Capital invested by funds: $32.7B → $29B (-$3.63B)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

Holders
658
Holders Change
-17
Holders Change %
-2.52%
% of All Funds
11.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
57
Increased
232
Reduced
258
Closed
67
Calls
$15.6M
Puts
$7.88M
Net Calls
+$7.69M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TimesSquare Capital Management
New York
$96.5M -$2.4M -7,390 -2%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.1M +$14.9M +45,966 +16%
AIM
53
Artemis Investment Management
United Kingdom
$91.7M -$21.2M -65,366 -17%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$89.5M -$13.7M -42,364 -12%
ClearBridge Investments
55
ClearBridge Investments
New York
$87.5M +$1.63M +5,025 +2%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$85.4M -$1.47M -4,532 -1%
Artisan Partners
57
Artisan Partners
Wisconsin
$84.3M -$32.6M -100,466 -25%
BC
58
Brookfield Corp
Ontario, Canada
$82.2M -$7.61M -23,436 -8%
ZP
59
Zimmer Partners
New York
$80.4M +$10.5M +32,500 +13%
DDC
60
DF Dent & Co
Maryland
$78.7M -$31M -95,439 -26%
EARNEST Partners
61
EARNEST Partners
Georgia
$77.5M +$2.76M +8,499 +3%
WHRC
62
W.H. Reaves & Co
New Jersey
$74.1M -$828K -2,550 -1%
Wells Fargo
63
Wells Fargo
California
$73.1M -$1.99M -6,136 -2%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$71.9M +$184K +567 +0.2%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$66.9M +$32.7M +100,863 +75%
IMCOOI
66
Investment Management Corp of Ontario (IMCO)
Canada
$65.5M +$6.49M +20,000 +10%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$63M -$4.92M -15,147 -6%
CS
68
Credit Suisse
Switzerland
$62.8M +$1.1M +3,388 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$62.5M +$1.87M +5,776 +3%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$60.9M +$34M +104,636 +96%
CVA
71
Ceredex Value Advisors
Florida
$60.8M -$8.69M -26,775 -11%
Jennison Associates
72
Jennison Associates
New York
$58.9M +$3.29M +10,142 +5%
SEI Investments
73
SEI Investments
Pennsylvania
$58.1M -$2.76M -8,504 -4%
Millennium Management
74
Millennium Management
New York
$57.5M +$45.7M +140,684 +229%
Prudential Financial
75
Prudential Financial
New Jersey
$54.7M -$17.7M -54,489 -22%

SBAC Hedge Fund Activity: Q3 2022 in Review

658 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SBA Communications (SBAC) for Q3 2022, worth a combined $29B — down 11% from $32.7B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SBAC and 57 opened new positions — a net loss of 10 holders — while 258 trimmed existing stakes and 232 added.

The largest buyer was Citadel Advisors, adding an estimated $212M. The largest seller was Cohen & Steers, cutting an estimated $320M.

  • 658 institutional investors held SBA Communications (SBAC) as of Q3 2022, down from 675 in Q2 2022.
  • Funds reported $29B of SBA Communications stock for Q3 2022, down 11% quarter-over-quarter.
  • 57 funds opened new SBA Communications positions in Q3 2022 and 67 closed out, a net change of -10 holders.
  • The largest SBA Communications buyer in Q3 2022 was Citadel Advisors, an estimated $212M added.
  • The largest SBA Communications seller in Q3 2022 was Cohen & Steers, an estimated $320M sold.

Based on aggregated 13F filings for Q3 2022.