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SBA Communications

667 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, 265 increasing their positions, 243 reducing their positions, and 75 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 ownership

Funds ownership:

less funds holding

Funds holding:

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
667
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.7M
Puts
$52.7M
Net Calls
Net Calls Change

Top Buyers

1 +$147M
2 +$75.2M
3 +$68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$66M
5
VGM
Voyager Global Management
New York
+$53.3M

Top Sellers

1 -$202M
2 -$156M
3 -$152M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$144M
5
BlackRock
BlackRock
New York
-$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.02B
2
$2.07B
3
$1.1B
4
$961M
5
$705M
6
$644M
7
$625M
8
$598M
9
$575M
10
$493M
11
$489M
12
$468M
13
$349M
14
$314M
15
$277M
16
$261M
17
$258M
18
$240M
19
$230M
20
$222M
21
$221M
22
$218M
23
$216M
24
$207M
25
$191M