Shore Bancshares
SHBI
151 hedge funds and large institutions have $264M invested in Shore Bancshares in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 9 closing their positions.
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
84% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 31
20% more funds holding
Funds holding: 126 → 151 (+25)
0.58% more ownership
Funds ownership: 57.99% → 58.57% (+0.58%)
14% less capital invested
Capital invested by funds: $306M → $264M (-$41.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.55M |
| 2 |
BlackRock
New York
|
+$2.94M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.68M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.39M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$34M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$3.79M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.24M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$1.1M |
| 5 |
JP Morgan Chase
New York
|
-$781K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCM
151
FJ Capital Management
Mclean,
Virginia
| – | -$1.1M | -69,706 | Closed |
|
152
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$409K | -25,792 | Closed |
|
|
CIC
153
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$357K | -22,523 | Closed |
|
|
EMFAT
154
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$260K | -16,412 | Closed |
|
|
RS
155
R Squared
Central,
Hong Kong
| – | -$15.8K | -1,000 | Closed |
|
|
AA
156
Addison Advisors
Middlebury,
Vermont
| – | -$11.6K | -733 | Closed |
|
|
PA
157
Parallel Advisors
San Francisco,
California
| – | -$285 | -18 | Closed |
|
|
C
158
Covestor
London,
United Kingdom
| – | -$151 | -10 | -56% |
|
|
EWA
159
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$63 | -4 | Closed |
|
SHBI Hedge Fund Activity: Q1 2025 in Review
151 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q1 2025, worth a combined $264M — down 14% from $306M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SHBI positions and 9 closed out — a net gain of 25 holders — while 57 added to existing stakes and 31 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $3.55M. The largest seller was Fourthstone LLC, cutting an estimated $34M.
- 151 institutional investors held Shore Bancshares (SHBI) as of Q1 2025, up from 126 in Q4 2024.
- Funds reported $264M of Shore Bancshares stock for Q1 2025, down 14% quarter-over-quarter.
- 34 funds opened new Shore Bancshares positions in Q1 2025 and 9 closed out, a net change of +25 holders.
- The largest Shore Bancshares buyer in Q1 2025 was Arrowstreet Capital, an estimated $3.55M added.
- The largest Shore Bancshares seller in Q1 2025 was Fourthstone LLC, an estimated $34M sold.
Based on aggregated 13F filings for Q1 2025.