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Shenandoah Telecom
SHEN

144 hedge funds and large institutions have $683M invested in Shenandoah Telecom in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

10% more funds holding

Funds holding: 131 → 144 (+13)

7% more capital invested

Capital invested by funds: $636M → $683M (+$47.2M)

1.46% more ownership

Funds ownership: 61.43% → 62.89% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

93% less call options, than puts

Call options by funds: $4K | Put options by funds: $54K

Holders
144
Holders Change
+13
Holders Change %
+9.92%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
34
Reduced
64
Closed
9
Calls
$4K
Puts
$54K
Net Calls
-$50K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
RWP
RWA Wealth Partners
Massachusetts
+$2.68M
3
Barclays
Barclays
United Kingdom
+$1.19M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.14M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.53M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.15M
3
State Street
State Street
Massachusetts
-$963K
4
BRIM
Broad Run Investment Management
Virginia
-$809K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$10K +$10.9K +486 New
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$9.64K – – –
UB
128
UMB Bank
Missouri
$8.65K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$6.57K -$918 -41 -12%
CA
130
Crewe Advisors
Utah
$3.33K +$3.45K +154 New
S
131
SignatureFD
Georgia
$2.75K +$1.07K +48 +61%
LC
132
Lindbrook Capital
California
$2.57K +$2.67K +119 New
CJ
133
Caitlin John
Michigan
$1.63K +$1.68K +75 New
GWS
134
Glassman Wealth Services
Virginia
$1.36K – – –
Russell Investments Group
135
Russell Investments Group
United Kingdom
$1.25K +$941 +42 +263%
PS
136
Principal Securities
Iowa
$1.25K +$1.3K +58 New
PA
137
Pineridge Advisors
Missouri
$1.12K +$1.17K +52 New
GRP
138
Global Retirement Partners
California
$1.02K – – –
FFA
139
Farther Finance Advisors
California
$995 +$1.03K +46 New
HNB
140
Huntington National Bank
Ohio
$778 +$806 +36 New
PWMG
141
Private Wealth Management Group
New Jersey
$606 +$627 +28 New
VCM
142
Versant Capital Management
Arizona
$476 – – –
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$216 -$44.7K -1,997 -100%
DFCM
144
Dark Forest Capital Management
Puerto Rico
– -$393K -19,087 Closed
VI
145
Versor Investments
New York
– -$340K -16,515 Closed
OQS
146
Occudo Quantitative Strategies
Florida
– -$328K -15,936 Closed
CMF
147
Counterpoint Mutual Funds
California
– -$109K -5,280 Closed
MAM
148
Meeder Asset Management
Ohio
– -$35.5K -1,722 Closed
CCM
149
Copeland Capital Management
Pennsylvania
– -$26.6K -1,292 Closed
ETC
150
Exchange Traded Concepts
Oklahoma
– -$23.2K -1,126 Closed
3 4 5
6
7

SHEN Hedge Fund Activity: Q4 2023 in Review

144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2023, worth a combined $683M — up 7.4% from $636M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SHEN positions and 9 closed out — a net gain of 15 holders — while 34 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Cerity Partners, cutting an estimated $1.53M.

  • 144 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $683M of Shenandoah Telecom stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 24 funds opened new Shenandoah Telecom positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest Shenandoah Telecom buyer in Q4 2023 was Morgan Stanley, an estimated $11.4M added.
  • The largest Shenandoah Telecom seller in Q4 2023 was Cerity Partners, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2023.