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SBA Communications
SBAC

Overview Fund Activity

697 hedge funds and large institutions have $27.1B invested in SBA Communications in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 249 increasing their positions, 239 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+67
Holders Change %
+10.63%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
129
Increased
249
Reduced
239
Closed
53
Calls
$55.6M
Puts
$52.5M
Net Calls
+$3.15M
Net Calls Change
+$16.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$824M
2
Citadel Advisors
2
Citadel Advisors
Florida
$673M
3
Millennium Management
3
Millennium Management
New York
$274M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186M
5
DG
5
DigitalBridge Group
Florida
$76.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.03B
2
VGM
2
Voyager Global Management
New York
$0
3
Parnassus Investments
3
Parnassus Investments
California
$112M
4
UBS AM
4
UBS AM
Illinois
$134M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$51.6M +$38.5M +151,883 +295%
KCM
77
Kodai Capital Management
Illinois
$51.3M +$51.3M +202,260 New
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$50.4M -$295K -1,163 -0.6%
UBS Group
79
UBS Group
Switzerland
$47.5M -$7.28M -28,706 -13%
Pictet Asset Management
80
Pictet Asset Management
Switzerland
$47.5M +$6.95M +27,376 +17%
ACM
81
AKRE Capital Management
Virginia
$45.8M +$45.8M +180,629 New
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.5M +$754K +2,974 +2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$45.3M +$9.57M +37,768 +27%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$44.2M +$863K +3,403 +2%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$42.2M +$8.61M +33,922 +26%
BAMCO Inc
86
BAMCO Inc
New York
$42M -$48.5M -191,257 -54%
CIM
87
Centersquare Investment Management
Pennsylvania
$41.9M -$60M -236,400 -59%
LBIM
88
Land & Buildings Investment Management
Connecticut
$38.4M +$2.06M +8,128 +6%
ERSOT
89
Employees Retirement System of Texas
Texas
$37.3M +$35M +138,000 +1,533%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$37.3M -$39.9M -157,454 -52%
UM
91
UniSuper Management
Australia
$37.2M +$9.33M +36,774 +33%
Canada Life
92
Canada Life
Manitoba, Canada
$37.2M -$601K -2,383 -2%
National Pension Service
93
National Pension Service
South Korea
$36M – – –
N
94
Natixis
France
$35.5M +$21.9M +86,331 +161%
NIG
95
NFJ Investment Group
Texas
$35.3M -$3.02M -11,918 -8%
Lazard Asset Management
96
Lazard Asset Management
New York
$35M -$24.8M -97,657 -41%
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$33.3M +$27.6M +108,982 +489%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$33.3M -$7.18M -28,319 -18%
DDC
99
DF Dent & Co
Maryland
$32.6M -$15.5M -61,268 -32%
WorldQuant Millennium Advisors
100
WorldQuant Millennium Advisors
New York
$32M -$9.6M -37,828 -23%
2 3
4
5 6