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Shenandoah Telecom

116 hedge funds and large institutions have $909M invested in Shenandoah Telecom in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

98% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $610K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $756M → $909M (+$153M)

16% more funds holding

Funds holding: 100116 (+16)

0.49% less ownership

Funds ownership: 50.19%49.7% (-0.49%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
116
Holders Change
+16
Holders Change %
+16%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
24
Increased
32
Reduced
36
Closed
6
Calls
$1.21M
Puts
$610K
Net Calls
+$600K
Net Calls Change
+$953K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$965K
ZCM
52
Zebra Capital Management
Connecticut
$899K -$1.93K -57 -0.2%
UBS AM
53
UBS AM
Illinois
$895K +$426K +12,550 +109%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$836K +$763K +22,482 New
Legal & General Group
55
Legal & General Group
United Kingdom
$820K +$94.4K +2,782 +14%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$807K
N
57
Nuveen
North Carolina
$802K +$38.1K +1,123 +5%
UBS Group
58
UBS Group
Switzerland
$794K -$36.9K -1,087 -5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$775K
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$685K
Creative Planning
61
Creative Planning
Kansas
$625K +$23.9K +704 +4%
SMC
62
S. Muoio & Co
New York
$624K -$67.9K -2,000 -11%
US Bancorp
63
US Bancorp
Minnesota
$615K -$2.51K -74 -0.4%
DBT
64
Dubuque Bank & Trust
Iowa
$579K +$528K +15,552 New
Nomura Holdings
65
Nomura Holdings
Japan
$559K +$509K +15,000 New
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$452K -$1.05K -31 -0.3%
ARTA
67
A.R.T. Advisors
New York
$436K +$398K +11,738 New
MC
68
Menta Capital
California
$384K +$350K +10,314 New
First Trust Advisors
69
First Trust Advisors
Illinois
$378K -$650K -19,158 -65%
Bank of America
70
Bank of America
North Carolina
$373K -$24.1K -710 -7%
Citadel Advisors
71
Citadel Advisors
Florida
$316K -$208K -6,124 -42%
Two Sigma Investments
72
Two Sigma Investments
New York
$316K +$289K +8,504 New
LPL Financial
73
LPL Financial
California
$307K -$319K -9,400 -53%
CNAM
74
Campbell Newman Asset Management
Wisconsin
$306K +$35.7K +1,051 +15%
Principal Financial Group
75
Principal Financial Group
Iowa
$296K +$270K +7,952 New

SHEN Hedge Fund Activity: Q3 2017 in Review

116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2017, worth a combined $909M — up 20% from $756M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SHEN positions and 6 closed out — a net gain of 18 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30M. The largest seller was TimesSquare Capital Management, cutting an estimated $16.3M.

  • 116 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2017, up from 100 in Q2 2017.
  • Funds reported $909M of Shenandoah Telecom stock for Q3 2017, up 20% quarter-over-quarter.
  • 24 funds opened new Shenandoah Telecom positions in Q3 2017 and 6 closed out, a net change of +18 holders.
  • The largest Shenandoah Telecom buyer in Q3 2017 was Vanguard Group, an estimated $30M added.
  • The largest Shenandoah Telecom seller in Q3 2017 was TimesSquare Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2017.