Shenandoah Telecom
SHEN
151 hedge funds and large institutions have $667M invested in Shenandoah Telecom in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1.35% more ownership
Funds ownership: 58.77% → 60.11% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 52
4% less capital invested
Capital invested by funds: $693M → $667M (-$26M)
3% less funds holding
Funds holding: 156 → 151 (-5)
63% less call options, than puts
Call options by funds: $308K | Put options by funds: $828K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
+$15.1M |
| 2 |
EC
ECP ControlCo
Summit,
New Jersey
|
+$6.77M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.2M |
| 4 |
BlackRock
New York
|
+$4.7M |
| 5 |
Morgan Stanley
New York
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.37M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.76M |
| 3 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$1.66M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.63M |
| 5 |
Renaissance Technologies
New York
|
-$1.12M |
SHEN Hedge Fund Activity: Q2 2022 in Review
151 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q2 2022, worth a combined $667M — down 3.7% from $693M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SHEN positions and 17 closed out — a net gain of 2 holders — while 52 added to existing stakes and 52 trimmed.
The largest buyer was Broad Run Investment Management, opening a new position worth an estimated $15.1M. The largest seller was Citadel Advisors, cutting an estimated $7.37M.
- 151 institutional investors held Shenandoah Telecom (SHEN) as of Q2 2022, down from 156 in Q1 2022.
- Funds reported $667M of Shenandoah Telecom stock for Q2 2022, down 3.7% quarter-over-quarter.
- 19 funds opened new Shenandoah Telecom positions in Q2 2022 and 17 closed out, a net change of +2 holders.
- The largest Shenandoah Telecom buyer in Q2 2022 was Broad Run Investment Management, an estimated $15.1M added.
- The largest Shenandoah Telecom seller in Q2 2022 was Citadel Advisors, an estimated $7.37M sold.
Based on aggregated 13F filings for Q2 2022.