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Shenandoah Telecom

156 hedge funds and large institutions have $1.09B invested in Shenandoah Telecom in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more call options, than puts

Call options by funds: $6.84M | Put options by funds: $1.02M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $936M → $1.09B (+$159M)

10% more funds holding

Funds holding: 142156 (+14)

1.23% more ownership

Funds ownership: 48.75%49.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
53
Reduced
49
Closed
20
Calls
$6.84M
Puts
$1.02M
Net Calls
+$5.82M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$174K -$2.01K -47 -1%
AIP
127
Ameritas Investment Partners
Nebraska
$172K -$8.53K -200 -5%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$166K +$132K +3,103 +472%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$153K +$97.2K +2,279 +193%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$150K
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$144K -$65.7K -1,540 -32%
CMBA
132
C.M. Bidwell & Associates
Hawaii
$141K +$35.2K +825 +35%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$140K
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$107K -$16.9K -396 -14%
QT
135
Quantamental Technologies
New York
$84K +$81.1K +1,901 New
SO
136
STRS Ohio
Ohio
$75K +$72.5K +1,700 New
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$49.9K -$68K -1,593 -59%
SSB
138
Sandy Spring Bank
Maryland
$44K -$10.7K -250 -20%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$44K +$14.5K +340 +51%
MAM
140
Meeder Asset Management
Ohio
$40K +$37.8K +886 New
PA
141
Parallel Advisors
California
$19K
QCG
142
Quadrant Capital Group
Ohio
$14K
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$13K +$43 +1 +0.3%
NIT
144
NumerixS Investment Technologies
British Columbia, Canada
$13K +$12.8K +300 New
Macquarie Group
145
Macquarie Group
Australia
$9K
SBL
146
Sargent Bickham Lagudis
Colorado
$9K
QT
147
Quantbot Technologies
New York
$8K +$8.53K +200 New
AIM
148
Assured Investment Management
New York
$7K -$946K -22,162 -99%
FHB
149
First Hawaiian Bank
Hawaii
$7K
GWM
150
Geneos Wealth Management
Colorado
$6K +$3.84K +90 +180%

SHEN Hedge Fund Activity: Q4 2018 in Review

156 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2018, worth a combined $1.09B — up 17% from $936M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHEN positions and 20 closed out — a net gain of 15 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.8M. The largest seller was TimesSquare Capital Management, cutting an estimated $25.4M.

  • 156 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $1.09B of Shenandoah Telecom stock for Q4 2018, up 17% quarter-over-quarter.
  • 35 funds opened new Shenandoah Telecom positions in Q4 2018 and 20 closed out, a net change of +15 holders.
  • The largest Shenandoah Telecom buyer in Q4 2018 was Fidelity Investments, an estimated $16.8M added.
  • The largest Shenandoah Telecom seller in Q4 2018 was TimesSquare Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2018.