Shenandoah Telecom
SHEN
138 hedge funds and large institutions have $508M invested in Shenandoah Telecom in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 23 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 60.11% → 59.6% (-0.51%)
9% less funds holding
Funds holding: 151 → 138 (-13)
24% less capital invested
Capital invested by funds: $667M → $508M (-$159M)
57% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 23
92% less call options, than puts
Call options by funds: $66K | Put options by funds: $789K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
+$6.48M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.24M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$1.19M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$992K |
| 5 |
Bank of New York Mellon
New York
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.22M |
| 2 |
Renaissance Technologies
New York
|
-$2.29M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.27M |
| 4 |
BlackRock
New York
|
-$2.07M |
| 5 |
Morgan Stanley
New York
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
151
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2K | -95 | Closed |
|
152
Rockefeller Capital Management
New York
| – | -$1.88K | -88 | -81% |
|
|
SWM
153
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -75 | Closed |
|
|
JWA
154
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$619 | -29 | -73% |
|
|
BIA
155
Bell Investment Advisors
Oakland,
California
| – | -$1K | -24 | Closed |
|
|
SC
156
Schubert & Co
Mckinney,
Texas
| – | -$107 | -5 | -19% |
|
|
DI
157
Disciplined Investments
Tulsa,
Oklahoma
| – | -$21 | -1 | -9% |
|
|
SIC
158
SJS Investment Consulting
Sylvania,
Ohio
| – | +$171 | +8 | New |
|
|
C
159
Covestor
London,
United Kingdom
| – | +$256 | +12 | +133% |
|
SHEN Hedge Fund Activity: Q3 2022 in Review
138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2022, worth a combined $508M — down 24% from $667M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SHEN and 10 opened new positions — a net loss of 13 holders — while 51 trimmed existing stakes and 55 added.
The largest buyer was Broad Run Investment Management, adding an estimated $6.48M. The largest seller was Citadel Advisors, cutting an estimated $3.22M.
- 138 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2022, down from 151 in Q2 2022.
- Funds reported $508M of Shenandoah Telecom stock for Q3 2022, down 24% quarter-over-quarter.
- 10 funds opened new Shenandoah Telecom positions in Q3 2022 and 23 closed out, a net change of -13 holders.
- The largest Shenandoah Telecom buyer in Q3 2022 was Broad Run Investment Management, an estimated $6.48M added.
- The largest Shenandoah Telecom seller in Q3 2022 was Citadel Advisors, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2022.