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Shenandoah Telecom

145 hedge funds and large institutions have $543M invested in Shenandoah Telecom in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 62.89%61.94% (-0.95%)

21% less capital invested

Capital invested by funds: $683M → $543M (-$140M)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

93% less call options, than puts

Call options by funds: $3K | Put options by funds: $43K

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
64
Closed
15
Calls
$3K
Puts
$43K
Net Calls
-$40K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$18K +$10.9K +562 +116%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$8.15K +$446 +23 +5%
PA
128
Parallel Advisors
California
$7.82K -$3.31K -171 -28%
UB
129
UMB Bank
Missouri
$7.26K +$349 +18 +5%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$3.39K -$2.11K -109 -36%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$2.92K +$2.13K +110 +190%
AF
132
Allworth Financial
California
$1.53K +$1.71K +88 New
QL
133
Quarry LP
New York
$1.49K +$1.67K +86 New
PS
134
Principal Securities
Iowa
$1.01K
GRP
135
Global Retirement Partners
California
$886
CJ
136
Caitlin John
Michigan
$857 -$504 -26 -35%
S
137
SignatureFD
Georgia
$851 -$1.51K -78 -61%
FFA
138
Farther Finance Advisors
California
$769
PWMG
139
Private Wealth Management Group
New Jersey
$487
HNB
140
Huntington National Bank
Ohio
$400 -$252 -13 -36%
VCM
141
Versant Capital Management
Arizona
$382
AWM
142
Avior Wealth Management
Nebraska
$191 +$213 +11 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$157 +$174 +9 New
RIL
144
Rothschild Investment LLC
Illinois
$87 +$97 +5 New
SEI Investments
145
SEI Investments
Pennsylvania
-$595K -27,512 Closed
CC
146
Corton Capital
Ontario, Canada
-$491K -22,692 Closed
HF
147
HRT Financial
New York
-$447K -20,712 Closed
Franklin Resources
148
Franklin Resources
California
-$380K -17,597 Closed
Squarepoint
149
Squarepoint
New York
-$285K -13,205 Closed
GGHC
150
Gilder Gagnon Howe & Co
New York
-$231K -10,685 Closed

SHEN Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q1 2024, worth a combined $543M — down 21% from $683M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHEN positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 64 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.45M. The largest seller was Morgan Stanley, cutting an estimated $9.01M.

  • 145 institutional investors held Shenandoah Telecom (SHEN) as of Q1 2024, up from 144 in Q4 2023.
  • Funds reported $543M of Shenandoah Telecom stock for Q1 2024, down 21% quarter-over-quarter.
  • 16 funds opened new Shenandoah Telecom positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest Shenandoah Telecom buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $2.45M added.
  • The largest Shenandoah Telecom seller in Q1 2024 was Morgan Stanley, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2024.