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Shenandoah Telecom

169 hedge funds and large institutions have $1.21B invested in Shenandoah Telecom in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $408K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

7% more funds holding

Funds holding: 158169 (+11)

1.37% less ownership

Funds ownership: 56.16%54.79% (-1.4%)

12% less capital invested

Capital invested by funds: $1.38B → $1.21B (-$166M)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
64
Reduced
46
Closed
15
Calls
$1.9M
Puts
$408K
Net Calls
+$1.49M
Net Calls Change
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
QI
126
QS Investors
New York
$276K
MOACM
127
Mutual of America Capital Management
New York
$267K -$3.57M -69,948 -92%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$267K
VF
129
Virtu Financial
New York
$254K +$291K +5,709 New
EGM
130
Engineers Gate Manager
New York
$251K +$288K +5,649 New
Truist Financial
131
Truist Financial
North Carolina
$231K -$101K -1,988 -28%
PA
132
Profund Advisors
Maryland
$222K +$1.43K +28 +0.6%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$220K -$103K -2,025 -29%
MSL
134
Mackay Shields LLC
New York
$218K +$250K +4,900 New
PAG
135
Private Advisor Group
New Jersey
$205K
AIP
136
Ameritas Investment Partners
Nebraska
$186K
EA
137
Emerald Advisers
Pennsylvania
$174K
Osaic Holdings
138
Osaic Holdings
Arizona
$167K +$4.03K +79 +2%
Simplex Trading
139
Simplex Trading
Illinois
$161K +$171K +3,362 +1,269%
Citigroup
140
Citigroup
New York
$155K -$1.33M -26,172 -88%
QT
141
Quantbot Technologies
New York
$142K +$138K +2,711 +554%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$141K
UBS Group
143
UBS Group
Switzerland
$119K -$60.9K -1,194 -31%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$116K -$4.18K -82 -3%
PAM
145
Paradigm Asset Management
New York
$104K
VI
146
Vestcor Inc
New Brunswick, Canada
$93K
Macquarie Group
147
Macquarie Group
Australia
$76K
Lazard Asset Management
148
Lazard Asset Management
New York
$56K +$32.4K +636 +101%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K -$5.81K -114 -10%
MAM
150
Meeder Asset Management
Ohio
$40K +$45K +883 +9,811%

SHEN Hedge Fund Activity: Q3 2020 in Review

169 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2020, worth a combined $1.21B — down 12% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SHEN positions and 15 closed out — a net gain of 11 holders — while 64 added to existing stakes and 46 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $6.55M. The largest seller was First Trust Advisors, cutting an estimated $20.2M.

  • 169 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2020, up from 158 in Q2 2020.
  • Funds reported $1.21B of Shenandoah Telecom stock for Q3 2020, down 12% quarter-over-quarter.
  • 26 funds opened new Shenandoah Telecom positions in Q3 2020 and 15 closed out, a net change of +11 holders.
  • The largest Shenandoah Telecom buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $6.55M added.
  • The largest Shenandoah Telecom seller in Q3 2020 was First Trust Advisors, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2020.