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Shore Bancshares

75 hedge funds and large institutions have $125M invested in Shore Bancshares in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

1% less capital invested

Capital invested by funds: $126M → $125M (-$984K)

2.46% less ownership

Funds ownership: 67.97%65.52% (-2.5%)

7% less funds holding

Funds holding: 8175 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
25
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$14.7M -$2.68M -176,015 -15%
BlackRock
2
BlackRock
New York
$12M -$509K -33,457 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$14.7K +967 +0.1%
FCM
4
FJ Capital Management
Virginia
$8.46M +$1.05M +69,154 +14%
BFC
5
Banc Funds Company
Illinois
$8.23M +$228K +15,000 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.72M -$59.9K -3,943 -0.8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.2M +$532K +34,986 +8%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.93M +$345K +22,700 +6%
EC
9
EJF Capital
Virginia
$4.23M -$986K -64,838 -19%
State Street
10
State Street
Massachusetts
$4.09M +$223K +14,648 +6%
MCM
11
Maltese Capital Management
New York
$3.39M -$117K -7,700 -3%
BCM
12
Bridgeway Capital Management
Texas
$2.76M -$322K -21,200 -10%
LSV Asset Management
13
LSV Asset Management
Illinois
$2.61M -$50.2K -3,300 -2%
PCM
14
Penn Capital Management
Pennsylvania
$2.26M +$75.6K +4,975 +3%
Northern Trust
15
Northern Trust
Illinois
$2.16M +$182 +12 +0%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.08M
CIM
17
Corbyn Investment Management
Maryland
$1.88M -$75.1K -4,938 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.64M +$95.7K +6,293 +6%
BCM
19
BHZ Capital Management
California
$1.5M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.48M +$59.1K +3,885 +4%
PAM
21
Panagora Asset Management
Massachusetts
$1.37M -$377K -24,828 -21%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.37M +$105K +6,926 +8%
Morgan Stanley
23
Morgan Stanley
New York
$1.32M -$320K -21,057 -19%
Brown Advisory
24
Brown Advisory
Maryland
$1.23M
KCM
25
Kennedy Capital Management
Missouri
$1.2M +$416K +27,336 +52%

SHBI Hedge Fund Activity: Q1 2019 in Review

75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q1 2019, worth a combined $125M — down 0.78% from $126M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SHBI and 3 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 25 added.

The largest buyer was FJ Capital Management, adding an estimated $1.05M. The largest seller was Wellington Management Group, cutting an estimated $2.68M.

  • 75 institutional investors held Shore Bancshares (SHBI) as of Q1 2019, down from 81 in Q4 2018.
  • Funds reported $125M of Shore Bancshares stock for Q1 2019, down 0.78% quarter-over-quarter.
  • 3 funds opened new Shore Bancshares positions in Q1 2019 and 9 closed out, a net change of -6 holders.
  • The largest Shore Bancshares buyer in Q1 2019 was FJ Capital Management, an estimated $1.05M added.
  • The largest Shore Bancshares seller in Q1 2019 was Wellington Management Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2019.