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Shore Bancshares

82 hedge funds and large institutions have $166M invested in Shore Bancshares in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 8082 (+2)

0% more capital invested

Capital invested by funds: $165M → $166M (+$450K)

0.57% less ownership

Funds ownership: 68.96%68.38% (-0.57%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.2M -$1.79M -94,959 -10%
BlackRock
2
BlackRock
New York
$14.9M +$686K +36,438 +5%
BCM
3
Basswood Capital Management
New York
$13M +$3.07M +162,924 +31%
BFC
4
Banc Funds Company
Illinois
$10.8M -$2.88M -152,723 -21%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.3M +$176K +9,330 +2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$172K +9,152 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.55M +$853K +45,317 +13%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.83M +$320K +17,000 +5%
FCM
9
FJ Capital Management
Virginia
$5.73M +$1.88K +100 +0%
State Street
10
State Street
Massachusetts
$4.75M -$119K -6,312 -2%
EC
11
EJF Capital
Virginia
$4.75M +$4.71M +250,000 New
BCM
12
Bridgeway Capital Management
Texas
$4.66M -$614K -32,600 -12%
KCM
13
Kennedy Capital Management
Missouri
$4.61M +$189K +10,042 +4%
MCM
14
Maltese Capital Management
New York
$3.76M +$424K +22,500 +13%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.98M -$9.83K -522 -0.3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.65M
CIM
17
Corbyn Investment Management
Maryland
$2.64M -$724K -38,441 -22%
Northern Trust
18
Northern Trust
Illinois
$2.6M +$23K +1,222 +0.9%
Man Group
19
Man Group
United Kingdom
$2.49M -$5.65K -300 -0.2%
PAM
20
Panagora Asset Management
Massachusetts
$2.24M -$175K -9,281 -7%
Morgan Stanley
21
Morgan Stanley
New York
$2.19M -$34.8K -1,847 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.78M +$162K +8,611 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.74M -$5.74K -305 -0.3%
PCM
24
Penn Capital Management
Pennsylvania
$1.66M -$1.04K -55 -0.1%
Brown Advisory
25
Brown Advisory
Maryland
$1.57M

SHBI Hedge Fund Activity: Q2 2018 in Review

82 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q2 2018, worth a combined $166M — up 0.27% from $165M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHBI positions and 4 closed out — a net gain of 2 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $4.71M. The largest seller was Banc Funds Company, cutting an estimated $2.88M.

  • 82 institutional investors held Shore Bancshares (SHBI) as of Q2 2018, up from 80 in Q1 2018.
  • Funds reported $166M of Shore Bancshares stock for Q2 2018, up 0.27% quarter-over-quarter.
  • 6 funds opened new Shore Bancshares positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest Shore Bancshares buyer in Q2 2018 was EJF Capital, an estimated $4.71M added.
  • The largest Shore Bancshares seller in Q2 2018 was Banc Funds Company, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.