Shenandoah Telecom
SHEN
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.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
4% more funds holding
Funds holding: 126 → 131 (+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: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.53M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.86M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.06M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.05M |
| 5 |
IMRF
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$14.3M |
| 2 |
BlackRock
New York
|
-$5.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.08M |
| 4 |
JP Morgan Chase
New York
|
-$1.22M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$952K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
126
SignatureFD
Atlanta,
Georgia
| $1.63K | -$1.7K | -83 | -51% |
|
|
GWS
127
Glassman Wealth Services
Vienna,
Virginia
| $1.3K | +$102 | +5 | +9% |
|
|
GRP
128
Global Retirement Partners
San Rafael,
California
| $1.11K | – | – | – |
|
|
VCM
129
Versant Capital Management
Phoenix,
Arizona
| $453 | – | – | – |
|
130
Russell Investments Group
London,
United Kingdom
| $330 | +$328 | +16 | New |
|
131
Squarepoint
New York
| – | -$290K | -14,918 | Closed |
|
132
Simplex Trading
Chicago,
Illinois
| – | -$1K | -98 | Closed |
|
|
LC
133
Lindbrook Capital
Calabasas,
California
| – | -$1.65K | -85 | Closed |
|
134
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -65 | Closed |
|
|
PFBT
135
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.09K | -56 | Closed |
|
|
AF
136
Allworth Financial
Folsom,
California
| – | -$311 | -16 | Closed |
|
|
C
137
Covestor
London,
United Kingdom
| – | -$20 | -1 | -14% |
|
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.