SBA Communications
SBAC
SBAC
383 hedge funds and large institutions have $12B invested in SBA Communications in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 135 reducing their positions, and 70 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
20% less funds holding in top 10
Funds holding in top 10: 25 → 20 (-5)
21% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 70
Holders
383
Holding in Top 10
20
Calls
$91M
Puts
$13.9M
Top Buyers
| 1 | +$289M | |
| 2 | +$209M | |
| 3 | +$186M | |
| 4 |
SHCM
Sachem Head Capital Management
New York
|
+$145M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$138M |
Top Sellers
| 1 | -$174M | |
| 2 | -$170M | |
| 3 | -$151M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$116M |
| 5 |
FAM
Fred Alger Management
New York
|
-$113M |