We are live on ! Find out more
SHBI icon

Shore Bancshares
SHBI

111 hedge funds and large institutions have $261M invested in Shore Bancshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $186M → $261M (+$75M)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

1.98% more ownership

Funds ownership: 53.26% → 55.24% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 112 → 111 (-1)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
40
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.52M
2
BlackRock
BlackRock
New York
+$1.63M
3
SSB
Sandy Spring Bank
Maryland
+$1.41M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.08M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$679K

Top Sellers

Rank Fund Capital Flow
1
FLC
Fifth Lane Capital
Texas
-$1.13M
2
Citadel Advisors
Citadel Advisors
Florida
-$743K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$717K
4
SO
STRS Ohio
Ohio
-$536K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
101
GAMMA Investing
California
$18.1K +$16.5K +1,396 New
AA
102
Addison Advisors
Vermont
$10.4K – – –
AFS
103
Annapolis Financial Services
Maryland
$6.63K – – –
NMM
104
Naples Money Management
Florida
$4.97K +$4.12K +349 New
TFA
105
Toth Financial Advisory
Virginia
$4.28K – – –
HFS
106
Hantz Financial Services
Michigan
$4K – – –
IGWM
107
ICA Group Wealth Management
Colorado
$3.98K +$3.29K +279 New
C
108
Covestor
United Kingdom
$1K +$35 +3 +5%
S
109
SignatureFD
Georgia
$770 -$24.6K -2,084 -97%
FFA
110
Farther Finance Advisors
California
$513 – – –
FLC
111
Fifth Lane Capital
Texas
– -$1.13M -97,805 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$743K -70,617 Closed
SO
113
STRS Ohio
Ohio
– -$536K -51,000 Closed
Squarepoint
114
Squarepoint
New York
– -$435K -41,380 Closed
EGM
115
Engineers Gate Manager
New York
– -$245K -23,310 Closed
AI
116
Atom Investors
Texas
– -$184K -17,515 Closed
Millennium Management
117
Millennium Management
New York
– -$164K -15,542 Closed
EARNEST Partners
118
EARNEST Partners
Georgia
– -$26.6K -2,525 Closed
US Bancorp
119
US Bancorp
Minnesota
– -$12.7K -1,208 Closed
PA
120
Parallel Advisors
California
– -$7.33K -697 Closed
LC
121
Lindbrook Capital
California
– -$5.32K -506 Closed
CAL
122
Capital Advisors Ltd
Ohio
– +$295 +25 New
1 2 3 4
5

SHBI Hedge Fund Activity: Q4 2023 in Review

111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q4 2023, worth a combined $261M — up 40% from $186M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SHBI and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $3.52M. The largest seller was Fifth Lane Capital, exiting entirely with an estimated $1.13M sold.

  • 111 institutional investors held Shore Bancshares (SHBI) as of Q4 2023, down from 112 in Q3 2023.
  • Funds reported $261M of Shore Bancshares stock for Q4 2023, up 40% quarter-over-quarter.
  • 10 funds opened new Shore Bancshares positions in Q4 2023 and 11 closed out, a net change of -1 holder.
  • The largest Shore Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $3.52M added.
  • The largest Shore Bancshares seller in Q4 2023 was Fifth Lane Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2023.