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Shenandoah Telecom

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: 126131 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$205K +$203K +9,923 New
US Bancorp
102
US Bancorp
Minnesota
$201K -$21.9K -1,071 -10%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$187K -$94.9K -4,634 -34%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$180K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$175K +$63.3K +3,090 +12%
CMF
106
Counterpoint Mutual Funds
California
$109K +$108K +5,280 New
AIP
107
Ameritas Investment Partners
Nebraska
$99.5K +$18.6K +910 +23%
TRCT
108
Tower Research Capital (TRC)
New York
$66.2K +$43.4K +2,119 +194%
Osaic Holdings
109
Osaic Holdings
Arizona
$62.6K -$1.19K -58 -2%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$61.2K +$6.76K +330 +13%
SSB
111
Sandy Spring Bank
Maryland
$53.7K -$20.6K -1,005 -28%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$41.4K -$71.1K -3,470 -63%
KBC Group
113
KBC Group
Belgium
$40K -$40.9K -1,998 -50%
MAM
114
Meeder Asset Management
Ohio
$35.5K +$35.3K +1,722 New
QCG
115
Quadrant Capital Group
Ohio
$35.4K -$2.23K -109 -6%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K +$2.44K +119 +10%
CCM
117
Copeland Capital Management
Pennsylvania
$26.6K +$225 +11 +0.9%
ETC
118
Exchange Traded Concepts
Oklahoma
$23.2K +$3.4K +166 +17%
PA
119
Parallel Advisors
California
$11.9K +$389 +19 +3%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$9.19K
UB
121
UMB Bank
Missouri
$8.24K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$7.11K +$1.78K +87 +34%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$3.83K +$3.81K +186 New
WTG
124
West Tower Group
Virginia
$3.75K +$3.73K +182 New
EWA
125
EverSource Wealth Advisors
Alabama
$2.14K

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.