- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 10 Feb 2025
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 15 listed it in both
- Shares listed
- 13,494,091
- combined, among listed positions
- Reported value
- $2.8bn
- combined, at the quarter end
Among the 94 comparable managers: 9 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SBAC in Q4 2024
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Dodge & Coxexisting position · 7,346,255 shares now+5,722,740
- Marshall Wace LLPnew position · 241,888 shares now+241,888
- AQR Capital Management LLCexisting position · 325,364 shares now+116,443
- Soroban Capital Partners LPnew position · 29,747 shares now+29,747
- Woodline Partners LPnew position · 27,935 shares now+27,935
Reductions
- D. E. Shaw & Co.existing position · 412,600 shares now-437,832
- Man Group PLCexisting position · 292,442 shares now-182,865
- Invesco Ltdexisting position · 1,428,882 shares now-182,645
- Neuberger Berman Group LLCexisting position · 398,646 shares now-173,334
- T. Rowe Price Associates Incexisting position · 855,158 shares now-157,705
New positions and exits
New (3)
Exited (4)
- Balyasny Asset Management LLCwas $108m
- Steadfast Capital Management LPwas $27m
- Hudson Bay Capital Management LPwas $21m
- First Eagle Investment Management LLCwas $211k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2016 | 1 | $50m | n.a. | n.a. |
| Q1 2017 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2017 | 16 | $2.0bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.7bn | n.a. | n.a. |
| Q4 2017 | 17 | $2.0bn | n.a. | n.a. |
| Q1 2018 | 21 | $2.5bn | n.a. | n.a. |
| Q2 2018 | 16 | $2.4bn | n.a. | n.a. |
| Q3 2018 | 20 | $2.1bn | n.a. | n.a. |
| Q4 2018 | 18 | $2.0bn | n.a. | n.a. |
| Q1 2019 | 15 | $2.3bn | n.a. | n.a. |
| Q2 2019 | 19 | $3.0bn | n.a. | n.a. |
| Q3 2019 | 25 | $3.6bn | n.a. | n.a. |
| Q4 2019 | 23 | $3.5bn | n.a. | n.a. |
| Q1 2020 | 28 | $4.3bn | n.a. | n.a. |
| Q2 2020 | 30 | $4.9bn | n.a. | n.a. |
| Q3 2020 | 23 | $5.0bn | n.a. | n.a. |
| Q4 2020 | 23 | $5.0bn | n.a. | n.a. |
| Q1 2021 | 18 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 26 | $4.8bn | n.a. | n.a. |
| Q3 2021 | 22 | $4.8bn | n.a. | n.a. |
| Q4 2021 | 27 | $5.5bn | n.a. | n.a. |
| Q1 2022 | 19 | $4.6bn | n.a. | n.a. |
| Q2 2022 | 18 | $4.8bn | n.a. | n.a. |
| Q3 2022 | 19 | $4.3bn | n.a. | n.a. |
| Q4 2022 | 22 | $4.3bn | n.a. | n.a. |
| Q1 2023 | 24 | $2.9bn | n.a. | n.a. |
| Q2 2023 | 22 | $2.4bn | n.a. | n.a. |
| Q3 2023 | 21 | $2.0bn | n.a. | n.a. |
| Q4 2023 | 20 | $2.8bn | 12 | 9 |
| Q1 2024 | 23 | $2.4bn | 16 | 8 |
| Q2 2024 | 21 | $2.0bn | 15 | 6 |
| Q3 2024 | 21 | $2.6bn | 12 | 11 |
| Q4 2024 | 19 | $2.8bn | 9 | 13 |
| Q1 2025 | 19 | $3.3bn | 12 | 8 |
| Q2 2025 | 14 | $3.0bn | 8 | 8 |
| Q3 2025 | 12 | $2.5bn | 11 | 3 |
| Q4 2025 | 10 | $3.2bn | 17 | 14 |
| Q1 2026 | 12 | $3.0bn | 19 | 15 |
| Q2 2026 | 10 | $2.9bn | 16 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SBAC and WELL →SBAC and EQIX →SBAC and PLD →Choose a stock to compare with SBAC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SBAC, latest filings →Back to the 13F Explorer →