Shenandoah Telecom
SHEN
126 hedge funds and large institutions have $619M invested in Shenandoah Telecom in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 11 closing their positions.
300% more call options, than puts
Call options by funds: $4K | Put options by funds: $1K
9% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 45
2% more capital invested
Capital invested by funds: $605M → $619M (+$14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.04% less ownership
Funds ownership: 63.47% → 63.43% (-0.04%)
1% less funds holding
Funds holding: 127 → 126 (-1)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$2.75M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.8M |
| 3 |
Millennium Management
New York
|
+$1.12M |
| 4 |
Goldman Sachs
New York
|
+$1.12M |
| 5 |
Morgan Stanley
New York
|
+$969K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.01M |
| 2 |
BlackRock
New York
|
-$2.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |
| 4 |
Renaissance Technologies
New York
|
-$802K |
| 5 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$722K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Citadel Advisors
Miami,
Florida
| – | -$1.56M | -81,965 | Closed |
|
|
PAM
127
Panagora Asset Management
Boston,
Massachusetts
| – | -$694K | -36,505 | Closed |
|
128
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| – | -$547K | -28,785 | Closed |
|
|
E
129
Ergoteles
New York
| – | -$372K | -19,537 | Closed |
|
130
Victory Capital Management
San Antonio,
Texas
| – | -$292K | -15,340 | Closed |
|
|
MOACM
131
Mutual of America Capital Management
New York
| – | -$196K | -10,316 | Closed |
|
|
KM
132
Kalos Management
Alpharetta,
Georgia
| – | -$68K | -3,573 | Closed |
|
|
ACM
133
Aquatic Capital Management
Chicago,
Illinois
| – | -$27K | -1,400 | Closed |
|
|
BAM
134
Belpointe Asset Management
Reno,
Nevada
| – | -$8.37K | -440 | Closed |
|
|
GWM
135
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.61K | -190 | Closed |
|
|
C
136
Covestor
London,
United Kingdom
| – | -$176 | -9 | -56% |
|
|
SC
137
Schubert & Co
Mckinney,
Texas
| – | -$39 | -2 | Closed |
|
SHEN Hedge Fund Activity: Q2 2023 in Review
126 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q2 2023, worth a combined $619M — up 2.3% from $605M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SHEN and 10 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 49 added.
The largest buyer was American Century Companies, adding an estimated $2.75M. The largest seller was Vanguard Group, cutting an estimated $3.01M.
- 126 institutional investors held Shenandoah Telecom (SHEN) as of Q2 2023, down from 127 in Q1 2023.
- Funds reported $619M of Shenandoah Telecom stock for Q2 2023, up 2.3% quarter-over-quarter.
- 10 funds opened new Shenandoah Telecom positions in Q2 2023 and 11 closed out, a net change of -1 holder.
- The largest Shenandoah Telecom buyer in Q2 2023 was American Century Companies, an estimated $2.75M added.
- The largest Shenandoah Telecom seller in Q2 2023 was Vanguard Group, an estimated $3.01M sold.
Based on aggregated 13F filings for Q2 2023.