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Shore Bancshares
SHBI

Overview Fund Activity

115 hedge funds and large institutions have $208M invested in Shore Bancshares in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
33
Reduced
41
Closed
9
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13M
2
Invesco
Invesco
Georgia
$1.19M
3
Citadel Advisors
Citadel Advisors
Florida
$628K
4
CIC
Cornercap Investment Counsel
Georgia
$528K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$493K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.12M
2
MCA
Mendon Capital Advisors
Florida
$2.82M
3
FL
Fourthstone LLC
Missouri
$36.5M
4
BlackRock
BlackRock
New York
$33.9M
5
KCM
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.5M +$113K +9,800 +8%
Goldman Sachs
27
Goldman Sachs
New York
$1.47M +$293K +25,464 +25%
SSB
28
Sandy Spring Bank
Maryland
$1.38M – – –
Wellington Management Group
29
Wellington Management Group
Massachusetts
$1.23M -$213K -18,537 -15%
Invesco
30
Invesco
Georgia
$1.19M +$803K +69,820 +207%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$1.05M +$289K +25,155 +38%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.04M -$25K -2,181 -2%
Brown Advisory
33
Brown Advisory
Maryland
$1.02M -$4.04K -351 -0.4%
Fisher Asset Management
34
Fisher Asset Management
Washington
$993K – – –
Charles Schwab
35
Charles Schwab
California
$893K -$30.4K -2,642 -3%
SM
36
Salzhauer Michael
$829K – – –
Barclays
37
Barclays
United Kingdom
$786K -$218K -18,956 -22%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$733K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$732K +$104 +9 +0%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$675K – – –
Stifel Financial
41
Stifel Financial
Missouri
$665K -$284K -24,715 -30%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$657K +$72.7K +6,321 +12%
Citadel Advisors
43
Citadel Advisors
Florida
$628K +$628K +54,627 New
HSBC Holdings
44
HSBC Holdings
United Kingdom
$593K +$41.3K +3,588 +7%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$577K +$231K +20,073 +67%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$564K +$137K +11,899 +32%
CIC
47
Cornercap Investment Counsel
Georgia
$528K +$528K +45,871 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$493K +$399K +34,717 +428%
LSV Asset Management
49
LSV Asset Management
Illinois
$475K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$467K +$6.43K +559 +1%
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