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Shenandoah Telecom
SHEN

103 hedge funds and large institutions have $684M invested in Shenandoah Telecom in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $654M → $684M (+$29.9M)

0.66% more ownership

Funds ownership: 49% → 49.66% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

6% less funds holding

Funds holding: 110 → 103 (-7)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $376K

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
31
Reduced
35
Closed
13
Calls
$1K
Puts
$376K
Net Calls
-$375K
Net Calls Change
-$621K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$102M
2
CA
Claar Advisors
New York
+$10.8M
3
AAM
Aberdeen Asset Management
United Kingdom
+$9.35M
4
TCM
TimesSquare Capital Management
New York
+$8.67M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$11.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.97M
3
Norges Bank
Norges Bank
Norway
-$3.58M
4
Morgan Stanley
Morgan Stanley
New York
-$2.93M
5
EA
Evanston Advisors
Illinois
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
VCM
102
Versant Capital Management
Arizona
$2K – – –
CIM
103
Calvert Investment Management
Maryland
– -$2.74M -100,437 Closed
EA
104
Evanston Advisors
Illinois
– -$2.53M -92,707 Closed
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
– -$1.35M -49,330 Closed
OSAM
106
O'Shaughnessy Asset Management
Connecticut
– -$516K -18,913 Closed
GC
107
Guggenheim Capital
Illinois
– -$294K -10,772 Closed
HSBC Holdings
108
HSBC Holdings
United Kingdom
– -$261K -9,558 Closed
Neuberger Berman Group
109
Neuberger Berman Group
New York
– -$251K -9,179 Closed
SB
110
Suntrust Banks
Georgia
– -$243K -8,915 Closed
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
– -$203K -7,341 -100%
GT
112
Glenmede Trust
Pennsylvania
– -$81K -3,000 Closed
Russell Investments Group
113
Russell Investments Group
United Kingdom
– -$42K -1,465 Closed
BGIM
114
Brandywine Global Investment Management
Pennsylvania
– -$28K -1,000 Closed
PG
115
PEAK6 Group
Illinois
– -$24K -892 Closed
Simplex Trading
116
Simplex Trading
Illinois
– -$2.4K -87 Closed
1 2 3 4
5

SHEN Hedge Fund Activity: Q1 2017 in Review

103 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q1 2017, worth a combined $684M — up 4.6% from $654M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SHEN and 12 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Bank of New York Mellon, cutting an estimated $11.3M.

  • 103 institutional investors held Shenandoah Telecom (SHEN) as of Q1 2017, down from 110 in Q4 2016.
  • Funds reported $684M of Shenandoah Telecom stock for Q1 2017, up 4.6% quarter-over-quarter.
  • 12 funds opened new Shenandoah Telecom positions in Q1 2017 and 13 closed out, a net change of -1 holder.
  • The largest Shenandoah Telecom buyer in Q1 2017 was BlackRock, an estimated $102M added.
  • The largest Shenandoah Telecom seller in Q1 2017 was Bank of New York Mellon, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2017.