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Shenandoah Telecom

145 hedge funds and large institutions have $543M invested in Shenandoah Telecom in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 62.89%61.94% (-0.95%)

21% less capital invested

Capital invested by funds: $683M → $543M (-$140M)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

93% less call options, than puts

Call options by funds: $3K | Put options by funds: $43K

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
64
Closed
15
Calls
$3K
Puts
$43K
Net Calls
-$40K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$1.84M +$33.4K +1,726 +2%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M
Goldman Sachs
28
Goldman Sachs
New York
$1.77M -$951K -49,056 -32%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.63M
CS
30
Credit Suisse
Switzerland
$1.29M +$33.2K +1,712 +2%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.22M +$30.4K +1,570 +2%
Creative Planning
32
Creative Planning
Kansas
$1.21M -$7.83K -404 -0.6%
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1.19M
UBS AM
34
UBS AM
Illinois
$1.16M
ECM
35
ExodusPoint Capital Management
New York
$1.15M +$880K +45,422 +220%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.13M
Prudential Financial
37
Prudential Financial
New Jersey
$986K -$14.5K -750 -1%
UBS Group
38
UBS Group
Switzerland
$895K +$158K +8,141 +19%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$880K +$982K +50,658 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$878K +$980K +50,574 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$850K +$167K +8,637 +21%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$831K -$52K -2,684 -5%
WG
43
Winton Group
United Kingdom
$807K +$623K +32,151 +225%
Bank of America
44
Bank of America
North Carolina
$774K -$716K -36,974 -45%
Canada Life
45
Canada Life
Manitoba, Canada
$769K +$66.1K +3,409 +8%
TPSF
46
Texas Permanent School Fund
Texas
$764K +$11K +570 +1%
Barclays
47
Barclays
United Kingdom
$759K -$631K -32,572 -43%
BIA
48
Beacon Investment Advisors
Maryland
$758K -$24.6K -1,271 -3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$757K -$22.9K -1,184 -3%
AFAS
50
Acorn Financial Advisory Services
Virginia
$724K -$29.7K -1,534 -4%

SHEN Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q1 2024, worth a combined $543M — down 21% from $683M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHEN positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 64 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.45M. The largest seller was Morgan Stanley, cutting an estimated $9.01M.

  • 145 institutional investors held Shenandoah Telecom (SHEN) as of Q1 2024, up from 144 in Q4 2023.
  • Funds reported $543M of Shenandoah Telecom stock for Q1 2024, down 21% quarter-over-quarter.
  • 16 funds opened new Shenandoah Telecom positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest Shenandoah Telecom buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $2.45M added.
  • The largest Shenandoah Telecom seller in Q1 2024 was Morgan Stanley, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2024.