Question 1

Which hedge funds and institutional investors hold SBAC?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SBAC shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SBAC whale holdings?

Accepted Answer

Conviction level reflects how significant SBAC is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SBAC, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SBAC?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SBAC?

Accepted Answer

QoQ changes for SBAC show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Dodge & Cox	12.1M	$2.1B	1.1%	$182.0B
State Street	5.0M	$853.9M	0.0%	$2896.4B
Arrowstreet	1.6M	$278.0M	0.2%	$184.8B
Two Sigma	482.6K	$83.1M	0.1%	$123.9B
Geode Capital	348.1K	$59.9M	0.0%	$1607.5B
ClearBridge	199.5K	$34.3M	0.0%	$114.9B
Tudor	160.1K	$27.6M	0.1%	$53.9B
Millennium	145.0K	$25.0M	0.0%	$240.3B
Schonfeld	117.0K	$20.1M	0.1%	$14.2B
Point72	102.0K	$17.6M	0.0%	$78.1B
American Century	49.1K	$8.5M	0.0%	$194.3B
Gotham Asset	37.1K	$6.4M	0.0%	$32.7B
Hudson Bay	30.4K	$5.2M	0.0%	$29.0B
ExodusPoint	30.0K	$5.2M	0.0%	$12.4B
DFA	28.6K	$4.9M	0.0%	$481.4B
Citadel	18.0K	$3.1M	0.0%	$618.5B
Citadel	15.6K	$2.7M	0.0%	$618.5B
Brevan Howard	15.1K	$2.6M	0.0%	$11.3B
Bridgewater	14.7K	$2.5M	0.0%	$22.4B
Citadel	13.0K	$2.2M	0.0%	$618.5B
Man Group	9.9K	$1.7M	0.0%	$55.1B
DE Shaw	9.4K	$1.6M	0.0%	$166.3B
Gabelli	7.0K	$1.2M	0.0%	$14.8B
DE Shaw	6.6K	$1.1M	0.0%	$166.3B
Marshall Wace	5.8K	$991K	0.0%	$100.4B
BlackRock	4.2K	$715K	—	$5723.5B
Neuberger Berman (Eisman)	3.1K	$536K	0.0%	$131.4B
Balyasny	1.6K	$274K	0.0%	$77.1B
Aristeia	1.4K	$236K	0.0%	$4.8B
Northern Trust	703	$121K	—	$756.6B
Invesco	385	$66K	—	$653.3B
Fidelity (FMR)	222	$38K	—	$1898.4B
Acadian	128.5K	$22K	0.0%	$70.5M
Franklin Templeton	65	$11K	—	$408.3B
Wellington	20	$3K	—	$535.5B
AQR Capital	10	$2K	—	$218.4B

SBAC

Who Holds SBAC