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Shore Bancshares

60 hedge funds and large institutions have $90.8M invested in Shore Bancshares in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

15% more funds holding

Funds holding: 5260 (+8)

4% more capital invested

Capital invested by funds: $87.3M → $90.8M (+$3.5M)

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
20
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$11.6M -$2.05M -176,473 -15%
BFC
2
Banc Funds Company
Illinois
$7.48M +$348K +29,950 +5%
FCM
3
FJ Capital Management
Virginia
$7.28M
BCM
4
Basswood Capital Management
New York
$6.63M -$870K -74,842 -12%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.68M +$162K +13,922 +3%
MCA
6
Mendon Capital Advisors
Florida
$5M +$472K +40,580 +11%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.88M +$427K +36,690 +10%
BFA
8
BlackRock Fund Advisors
California
$3.85M +$3.45M +296,396 +938%
BCM
9
Bridgeway Capital Management
Texas
$3.56M +$1.34M +115,400 +61%
BIT
10
BlackRock Institutional Trust
California
$3.06M +$963K +82,826 +47%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$3.06M -$413K -35,529 -12%
CIM
12
Corbyn Investment Management
Maryland
$2.62M
Brown Advisory
13
Brown Advisory
Maryland
$2.49M
Renaissance Technologies
14
Renaissance Technologies
New York
$2.4M +$562K +48,300 +31%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.04M +$286K +24,604 +17%
MCM
16
Maltese Capital Management
New York
$1.93M -$4.06M -349,382 -68%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.64M
CRC
18
Curi RMB Capital
Illinois
$1.62M -$691K -59,416 -30%
GJL
19
Gendell Jeffrey L
$1.5M
Northern Trust
20
Northern Trust
Illinois
$1.47M +$1.24M +106,829 +591%
State Street
21
State Street
Massachusetts
$1.25M +$1.23M +105,989 New
Morgan Stanley
22
Morgan Stanley
New York
$1.07M -$510K -43,834 -32%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$700K +$206K +17,719 +42%
Deutsche Bank
24
Deutsche Bank
Germany
$686K +$227K +19,525 +50%
GHAM
25
Gilman Hill Asset Management
Connecticut
$685K -$25.6K -2,200 -4%

SHBI Hedge Fund Activity: Q2 2016 in Review

60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q2 2016, worth a combined $90.8M — up 4% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHBI positions and 10 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.45M. The largest seller was Maltese Capital Management, cutting an estimated $4.06M.

  • 60 institutional investors held Shore Bancshares (SHBI) as of Q2 2016, up from 52 in Q1 2016.
  • Funds reported $90.8M of Shore Bancshares stock for Q2 2016, up 4% quarter-over-quarter.
  • 18 funds opened new Shore Bancshares positions in Q2 2016 and 10 closed out, a net change of +8 holders.
  • The largest Shore Bancshares buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $3.45M added.
  • The largest Shore Bancshares seller in Q2 2016 was Maltese Capital Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q2 2016.