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Shore Bancshares

67 hedge funds and large institutions have $89.3M invested in Shore Bancshares in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 7167 (-4)

6.59% less ownership

Funds ownership: 71.54%64.95% (-6.6%)

10% less capital invested

Capital invested by funds: $99.3M → $89.3M (-$9.94M)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.7M +$22K +2,201 +0.2%
BlackRock
2
BlackRock
New York
$9.15M -$306K -30,542 -4%
BFC
3
Banc Funds Company
Illinois
$6.25M
FCM
4
FJ Capital Management
Virginia
$6.14M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.1M -$20.2K -2,020 -0.4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.28M -$189K -18,860 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.02M -$2.14M -213,966 -32%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.9M -$651K -65,000 -15%
PCM
9
Penn Capital Management
Pennsylvania
$3.21M +$87.3K +8,721 +3%
State Street
10
State Street
Massachusetts
$2.96M -$109K -10,861 -4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$1.94M +$48.2K +4,815 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.79M +$65.6K +6,554 +4%
BCM
13
Bridgeway Capital Management
Texas
$1.56M +$170K +17,000 +14%
Northern Trust
14
Northern Trust
Illinois
$1.56M -$66.1K -6,601 -4%
KCM
15
Kennedy Capital Management
Missouri
$1.53M -$168K -16,765 -11%
ACM
16
Ategra Capital Management
Virginia
$1.5M +$305K +30,440 +29%
BCM
17
BHZ Capital Management
California
$1.46M +$159K +15,854 +14%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.39M -$265K -26,452 -17%
CIM
19
Corbyn Investment Management
Maryland
$1.38M
Morgan Stanley
20
Morgan Stanley
New York
$1.14M +$31K +3,098 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.07M -$15.7K -1,569 -2%
GJL
22
Gendell Jeffrey L
$1.02M +$125K +12,481 +16%
AllianceBernstein
23
AllianceBernstein
Tennessee
$978K -$25K -2,500 -3%
Brown Advisory
24
Brown Advisory
Maryland
$907K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$708K -$17.2K -1,719 -3%

SHBI Hedge Fund Activity: Q3 2020 in Review

67 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q3 2020, worth a combined $89.3M — down 10% from $99.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SHBI and 3 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 15 added.

The largest buyer was Ategra Capital Management, adding an estimated $305K. The largest seller was Vanguard Group, cutting an estimated $2.14M.

  • 67 institutional investors held Shore Bancshares (SHBI) as of Q3 2020, down from 71 in Q2 2020.
  • Funds reported $89.3M of Shore Bancshares stock for Q3 2020, down 10% quarter-over-quarter.
  • 3 funds opened new Shore Bancshares positions in Q3 2020 and 7 closed out, a net change of -4 holders.
  • The largest Shore Bancshares buyer in Q3 2020 was Ategra Capital Management, an estimated $305K added.
  • The largest Shore Bancshares seller in Q3 2020 was Vanguard Group, an estimated $2.14M sold.

Based on aggregated 13F filings for Q3 2020.