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Shenandoah Telecom
SHEN

131 hedge funds and large institutions have $636M invested in Shenandoah Telecom in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 126 → 131 (+5)

3% more capital invested

Capital invested by funds: $619M → $636M (+$16.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.01% less ownership

Funds ownership: 63.43% → 61.43% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
38
Reduced
62
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.53M
2
American Century Companies
American Century Companies
Missouri
+$1.86M
3
Charles Schwab
Charles Schwab
California
+$1.06M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.05M
5
IMRF
Illinois Municipal Retirement Fund
Illinois
+$645K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$14.3M
2
BlackRock
BlackRock
New York
-$5.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.08M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.22M
5
Norges Bank
Norges Bank
Norway
-$952K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$2.36M – – –
Swiss National Bank
27
Swiss National Bank
Switzerland
$2.16M +$20.5K +1,000 +1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$322K -15,745 -18%
Creative Planning
29
Creative Planning
Kansas
$1.46M -$2.23K -109 -0.2%
New York State Teachers Retirement System (NYSTRS)
30
New York State Teachers Retirement System (NYSTRS)
New York
$1.42M -$20.5K -1,000 -1%
UBS AM
31
UBS AM
Illinois
$1.29M +$112K +5,461 +10%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.29M -$25K -1,223 -2%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M -$554K -27,064 -30%
CS
34
Credit Suisse
Switzerland
$1.28M -$35.4K -1,731 -3%
Prudential Financial
35
Prudential Financial
New Jersey
$1.21M -$64.7K -3,160 -5%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.09M -$107K -5,243 -9%
Bank of America
37
Bank of America
North Carolina
$1.07M +$96.6K +4,718 +10%
BIA
38
Beacon Investment Advisors
Maryland
$1.01M -$17.2K -838 -2%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$948K -$42.7K -2,087 -4%
Millennium Management
40
Millennium Management
New York
$903K -$273K -13,331 -23%
LPL Financial
41
LPL Financial
California
$896K -$139K -6,801 -14%
AFAS
42
Acorn Financial Advisory Services
Virginia
$891K +$12.3K +600 +1%
TPSF
43
Texas Permanent School Fund
Texas
$880K -$31.8K -1,553 -4%
Canada Life
44
Canada Life
Manitoba, Canada
$841K -$57.3K -2,796 -6%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$825K -$5.28K -258 -0.7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$801K -$36.2K -1,766 -4%
HF
47
HRT Financial
New York
$782K +$386K +18,852 +99%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$777K -$416K -20,303 -35%
PFG
49
PAX Financial Group
Texas
$718K +$27.3K +1,333 +4%
PFO
50
Pathstone Family Office
New Jersey
$703K +$5.65K +276 +0.8%
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SHEN Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2023, worth a combined $636M — up 2.7% from $619M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SHEN positions and 6 closed out — a net gain of 5 holders — while 38 added to existing stakes and 62 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.53M. The largest seller was Cerity Partners, cutting an estimated $14.3M.

  • 131 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2023, up from 126 in Q2 2023.
  • Funds reported $636M of Shenandoah Telecom stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 11 funds opened new Shenandoah Telecom positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Shenandoah Telecom buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $2.53M added.
  • The largest Shenandoah Telecom seller in Q3 2023 was Cerity Partners, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2023.