Shore Bancshares
SHBI
126 hedge funds and large institutions have $306M invested in Shore Bancshares in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 6 closing their positions.
450% more call options, than puts
Call options by funds: $11K | Put options by funds: $2K
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
14% more capital invested
Capital invested by funds: $269M → $306M (+$37.2M)
11% more funds holding
Funds holding: 114 → 126 (+12)
0.28% more ownership
Funds ownership: 57.72% → 57.99% (+0.28%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$2.59M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$2.28M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.45M |
| 4 |
BlackRock
New York
|
+$1.31M |
| 5 |
JP Morgan Chase
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$5.59M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.51M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.01M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$978K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$750K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
126
GSA Capital Partners
London,
United Kingdom
| – | -$605K | -43,259 | Closed |
|
127
Jane Street
New York
| – | -$361K | -25,799 | Closed |
|
128
D.E. Shaw & Co
New York
| – | -$242K | -17,299 | Closed |
|
|
HNB
129
Huntington National Bank
Columbus,
Ohio
| – | -$13.2K | -946 | Closed |
|
|
CPA
130
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.74K | -124 | Closed |
|
|
C
131
Covestor
London,
United Kingdom
| – | +$279 | +18 | New |
|
SHBI Hedge Fund Activity: Q4 2024 in Review
126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q4 2024, worth a combined $306M — up 14% from $269M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SHBI positions and 6 closed out — a net gain of 16 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.59M. The largest seller was Fourthstone LLC, cutting an estimated $5.59M.
- 126 institutional investors held Shore Bancshares (SHBI) as of Q4 2024, up from 114 in Q3 2024.
- Funds reported $306M of Shore Bancshares stock for Q4 2024, up 14% quarter-over-quarter.
- 22 funds opened new Shore Bancshares positions in Q4 2024 and 6 closed out, a net change of +16 holders.
- The largest Shore Bancshares buyer in Q4 2024 was Hillsdale Investment Management, an estimated $2.59M added.
- The largest Shore Bancshares seller in Q4 2024 was Fourthstone LLC, an estimated $5.59M sold.
Based on aggregated 13F filings for Q4 2024.