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Shore Bancshares

112 hedge funds and large institutions have $220M invested in Shore Bancshares in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

6% more capital invested

Capital invested by funds: $208M → $220M (+$11.5M)

2.85% more ownership

Funds ownership: 54.38%57.23% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 115112 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% 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
13
Increased
41
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
-$80 -7 Closed
C
127
Covestor
United Kingdom
+$119 +11 New

SHBI Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q2 2024, worth a combined $220M — up 5.5% from $208M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SHBI and 13 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 41 added.

The largest buyer was Sandy Spring Bank, adding an estimated $5.39M. The largest seller was Mendon Capital Advisors, cutting an estimated $1.34M.

  • 112 institutional investors held Shore Bancshares (SHBI) as of Q2 2024, down from 115 in Q1 2024.
  • Funds reported $220M of Shore Bancshares stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 13 funds opened new Shore Bancshares positions in Q2 2024 and 16 closed out, a net change of -3 holders.
  • The largest Shore Bancshares buyer in Q2 2024 was Sandy Spring Bank, an estimated $5.39M added.
  • The largest Shore Bancshares seller in Q2 2024 was Mendon Capital Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2024.