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Shore Bancshares

71 hedge funds and large institutions have $99.3M invested in Shore Bancshares in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 7071 (+1)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $97.4M → $99.3M (+$1.88M)

0.07% more ownership

Funds ownership: 71.47%71.54% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.8M +$50.1K +5,120 +0.4%
BlackRock
2
BlackRock
New York
$9.58M +$399K +40,715 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.45M +$12.6K +1,284 +0.2%
BFC
4
Banc Funds Company
Illinois
$6.31M
FCM
5
FJ Capital Management
Virginia
$6.2M -$97.9K -10,000 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.19M +$217K +22,143 +4%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48M -$87.8K -8,967 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.66M -$141K -14,363 -3%
PCM
9
Penn Capital Management
Pennsylvania
$3.15M +$554K +56,595 +25%
State Street
10
State Street
Massachusetts
$3.11M -$119K -12,136 -4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$1.91M +$1.2M +122,546 +247%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.74M +$41.9K +4,276 +3%
KCM
13
Kennedy Capital Management
Missouri
$1.73M -$1.1M -111,982 -42%
LSV Asset Management
14
LSV Asset Management
Illinois
$1.7M -$99.9K -10,200 -6%
Northern Trust
15
Northern Trust
Illinois
$1.65M +$16.3K +1,665 +1%
EC
16
EJF Capital
Virginia
$1.63M -$1.74M -177,956 -55%
MCM
17
Maltese Capital Management
New York
$1.6M -$438K -44,787 -24%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.55M
BCM
19
Bridgeway Capital Management
Texas
$1.39M
CIM
20
Corbyn Investment Management
Maryland
$1.39M -$6.01K -614 -0.5%
BCM
21
BHZ Capital Management
California
$1.3M +$164K +16,730 +17%
ACM
22
Ategra Capital Management
Virginia
$1.18M +$1.04M +106,246 New
Morgan Stanley
23
Morgan Stanley
New York
$1.11M +$39.8K +4,064 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.1M +$47.4K +4,837 +5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.01M +$279K +28,504 +45%

SHBI Hedge Fund Activity: Q2 2020 in Review

71 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q2 2020, worth a combined $99.3M — up 1.9% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SHBI positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.2M. The largest seller was EJF Capital, cutting an estimated $1.74M.

  • 71 institutional investors held Shore Bancshares (SHBI) as of Q2 2020, up from 70 in Q1 2020.
  • Funds reported $99.3M of Shore Bancshares stock for Q2 2020, up 1.9% quarter-over-quarter.
  • 8 funds opened new Shore Bancshares positions in Q2 2020 and 6 closed out, a net change of +2 holders.
  • The largest Shore Bancshares buyer in Q2 2020 was Russell Investments Group, an estimated $1.2M added.
  • The largest Shore Bancshares seller in Q2 2020 was EJF Capital, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2020.