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Shenandoah Telecom
SHEN

152 hedge funds and large institutions have $1.38B invested in Shenandoah Telecom in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $591K

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.21B → $1.38B (+$171M)

1% more funds holding

Funds holding: 150 → 152 (+2)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

2.04% less ownership

Funds ownership: 58.3% → 56.26% (-2%)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
53
Reduced
55
Closed
16
Calls
$1.6M
Puts
$591K
Net Calls
+$1.01M
Net Calls Change
+$57K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.13M
2
Goldman Sachs
Goldman Sachs
New York
+$6.34M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.89M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.22M
5
State Street
State Street
Massachusetts
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.9M
2
Wells Fargo
Wells Fargo
California
-$9.43M
3
Prudential Financial
Prudential Financial
New Jersey
-$7.24M
4
AC
AltraVue Capital
Washington
-$6.35M
5
TA
Teton Advisors
New York
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
126
KBC Group
Belgium
$185K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$182K +$40.5K +912 +33%
Osaic Holdings
128
Osaic Holdings
Arizona
$180K +$162K +3,648 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$141K +$7.73K +174 +6%
QI
130
QS Investors
New York
$138K – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$123K -$256K -5,769 -69%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$105K – – –
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$75K -$44.4K -1,000 -40%
LIA
134
LS Investment Advisors
Michigan
$64K – – –
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K +$3.29K +74 +6%
SWA
136
Sutton Wealth Advisors
Florida
$42.6K +$4.09K +92 +12%
Federated Hermes
137
Federated Hermes
Pennsylvania
$32K -$3.55K -80 -11%
Group One Trading
138
Group One Trading
Illinois
$25K -$355 -8 -2%
PA
139
Parallel Advisors
California
$22K – – –
QCG
140
Quadrant Capital Group
Ohio
$18K +$2.71K +61 +18%
EIP
141
Ellis Investment Partners
Pennsylvania
$14K – – –
VCM
142
Versant Capital Management
Arizona
$14K +$11.9K +269 +961%
SF
143
Synovus Financial
Georgia
$9K +$7.68K +173 New
GWM
144
Geneos Wealth Management
Colorado
$8K – – –
GT
145
Glenmede Trust
Pennsylvania
$5K – – –
PFBT
146
Parkside Financial Bank & Trust
Missouri
$4K +$1.64K +37 +69%
TFO
147
Tarbox Family Office
California
$3K -$1.55K -35 -34%
S
148
SignatureFD
Georgia
$2K – – –
TWA
149
TCI Wealth Advisors
Arizona
$2K +$1.55K +35 New
ABC
150
Associated Banc-Corp
Wisconsin
$2K +$2.04K +46 New
3 4 5
6
7

SHEN Hedge Fund Activity: Q1 2020 in Review

152 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q1 2020, worth a combined $1.38B — up 14% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHEN positions and 16 closed out — a net gain of 3 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $7.13M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.9M.

  • 152 institutional investors held Shenandoah Telecom (SHEN) as of Q1 2020, up from 150 in Q4 2019.
  • Funds reported $1.38B of Shenandoah Telecom stock for Q1 2020, up 14% quarter-over-quarter.
  • 19 funds opened new Shenandoah Telecom positions in Q1 2020 and 16 closed out, a net change of +3 holders.
  • The largest Shenandoah Telecom buyer in Q1 2020 was BlackRock, an estimated $7.13M added.
  • The largest Shenandoah Telecom seller in Q1 2020 was T. Rowe Price Associates, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2020.