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Shenandoah Telecom
SHEN

137 hedge funds and large institutions have $821M invested in Shenandoah Telecom in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $893K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

52% more capital invested

Capital invested by funds: $540M → $821M (+$281M)

5% more funds holding

Funds holding: 131 → 137 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
54
Closed
11
Calls
$1.67M
Puts
$893K
Net Calls
+$779K
Net Calls Change
+$634K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$21.8M
2
AAM
Aberdeen Asset Management
United Kingdom
+$4.79M
3
BIM
Bogle Investment Management
Massachusetts
+$2.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.26M
5
CCM
Century Capital Management
Massachusetts
+$1.68M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.65M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.26M
3
QI
QS Investors
New York
-$3.09M
4
Morgan Stanley
Morgan Stanley
New York
-$2.19M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$5.23M +$164K +5,300 +4%
BIM
27
Bogle Investment Management
Massachusetts
$4.95M +$2.4M +77,452 +157%
CIM
28
Calvert Investment Management
Maryland
$4.41M – – –
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$4.39M -$4.26M -137,677 -55%
EA
30
Evanston Advisors
Illinois
$4.27M -$496K -16,025 -13%
First Trust Advisors
31
First Trust Advisors
Illinois
$3.93M +$1.48M +47,844 +91%
EA
32
Emerald Acquisition
Washington
$3.84M +$3.04M +98,324 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$3.79M -$177K -5,720 -6%
EI
34
EAM Investors
California
$3.72M +$852K +27,540 +41%
Invesco
35
Invesco
Georgia
$3.54M -$31K -1,001 -1%
PPA
36
Parametric Portfolio Associates
Washington
$3.49M +$511K +16,526 +23%
TBC
37
Tweedy, Browne Co
Connecticut
$3.11M – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.04M +$257K +8,300 +12%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.98M – – –
TA
40
Teachers Advisors
New York
$2.92M +$94K +3,039 +4%
AQR Capital Management
41
AQR Capital Management
Connecticut
$2.87M +$291K +9,418 +15%
Goldman Sachs
42
Goldman Sachs
New York
$2.75M +$270K +8,723 +14%
MCC
43
Malaga Cove Capital
California
$2.58M – – –
GC
44
Globeflex Capital
California
$2.4M – – –
SIM
45
Spark Investment Management
New York
$2.14M -$526K -17,000 -24%
CS
46
Credit Suisse
Switzerland
$2.13M +$67.9K +2,195 +4%
CCM
47
Century Capital Management
Massachusetts
$2.12M +$1.68M +54,291 New
SFM
48
Systematic Financial Management
New Jersey
$2.03M +$1.61M +51,890 New
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$2.01M +$186K +6,019 +13%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.91M – – –
1
2
3 4 5

SHEN Hedge Fund Activity: Q2 2016 in Review

137 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q2 2016, worth a combined $821M — up 52% from $540M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHEN positions and 11 closed out — a net gain of 8 holders — while 41 added to existing stakes and 54 trimmed.

The largest buyer was Vanguard Group, adding an estimated $21.8M. The largest seller was Ameriprise, cutting an estimated $4.65M.

  • 137 institutional investors held Shenandoah Telecom (SHEN) as of Q2 2016, up from 131 in Q1 2016.
  • Funds reported $821M of Shenandoah Telecom stock for Q2 2016, up 52% quarter-over-quarter.
  • 19 funds opened new Shenandoah Telecom positions in Q2 2016 and 11 closed out, a net change of +8 holders.
  • The largest Shenandoah Telecom buyer in Q2 2016 was Vanguard Group, an estimated $21.8M added.
  • The largest Shenandoah Telecom seller in Q2 2016 was Ameriprise, an estimated $4.65M sold.

Based on aggregated 13F filings for Q2 2016.