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Shenandoah Telecom
SHEN

98 hedge funds and large institutions have $293M invested in Shenandoah Telecom in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $251M → $293M (+$42.6M)

2% more funds holding

Funds holding: 96 → 98 (+2)

14% less call options, than puts

Call options by funds: $391K | Put options by funds: $453K

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
25
Reduced
33
Closed
11
Calls
$391K
Puts
$453K
Net Calls
-$62K
Net Calls Change
-$387K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.4M
2
BFA
BlackRock Fund Advisors
California
+$4.73M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.3M
4
MOACM
Mutual of America Capital Management
New York
+$2.16M
5
NI
Numeric Investors
Massachusetts
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
1WCM
12 West Capital Management
New York
-$25.3M
2
JIR
James Investment Research
Ohio
-$6.6M
3
Invesco
Invesco
Georgia
-$1.43M
4
EI
EAM Investors
California
-$737K
5
RFC
Russell Frank Company
Washington
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$631K -$66.2K -4,682 -10%
JIR
52
James Investment Research
Ohio
$630K -$6.6M -467,170 -92%
Two Sigma Investments
53
Two Sigma Investments
New York
$620K +$561K +39,666 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$617K – – –
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$602K -$8.94K -632 -2%
LSV Asset Management
56
LSV Asset Management
Illinois
$589K – – –
Deutsche Bank
57
Deutsche Bank
Germany
$582K +$231K +16,362 +78%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$513K +$464K +32,834 New
HHC
59
Hutchin Hill Capital
New York
$491K +$206K +14,600 +87%
GAM
60
Gotham Asset Management
New York
$483K +$83K +5,872 +23%
AIG
61
American International Group
New York
$474K -$16.9K -1,198 -4%
CNB
62
City National Bank
California
$428K – – –
ProShare Advisors
63
ProShare Advisors
Maryland
$426K +$12K +850 +3%
MERSOM
64
Municipal Employees' Retirement System of Michigan
Michigan
$416K -$238K -16,800 -39%
BA
65
BlackRock Advisors
Delaware
$402K -$15K -1,064 -4%
VIA
66
Vident Investment Advisory
Georgia
$402K +$364K +25,748 New
CIP
67
Convergence Investment Partners
Florida
$366K -$255K -18,056 -44%
CIC
68
Cornercap Investment Counsel
Georgia
$366K -$93.5K -6,610 -22%
HIM
69
Hillsdale Investment Management
Ontario, Canada
$363K +$328K +23,200 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$356K – – –
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$356K – – –
William Blair & Company
72
William Blair & Company
Illinois
$349K +$316K +22,326 New
PAG
73
Private Advisor Group
New Jersey
$338K – – –
Truist Financial
74
Truist Financial
North Carolina
$309K -$169K -11,926 -38%
Goldman Sachs
75
Goldman Sachs
New York
$298K -$363K -25,682 -57%
1 2
3
4 5

SHEN Hedge Fund Activity: Q4 2014 in Review

98 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2014, worth a combined $293M — up 17% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHEN positions and 11 closed out — a net gain of 5 holders — while 25 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21.4M. The largest seller was 12 West Capital Management, exiting entirely with an estimated $25.3M sold.

  • 98 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2014, up from 96 in Q3 2014.
  • Funds reported $293M of Shenandoah Telecom stock for Q4 2014, up 17% quarter-over-quarter.
  • 16 funds opened new Shenandoah Telecom positions in Q4 2014 and 11 closed out, a net change of +5 holders.
  • The largest Shenandoah Telecom buyer in Q4 2014 was Dimensional Fund Advisors, an estimated $21.4M added.
  • The largest Shenandoah Telecom seller in Q4 2014 was 12 West Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2014.