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Shenandoah Telecom

154 hedge funds and large institutions have $1.18B invested in Shenandoah Telecom in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 54.79%54.59% (-0.2%)

3% less capital invested

Capital invested by funds: $1.21B → $1.18B (-$37.4M)

9% less funds holding

Funds holding: 169154 (-15)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

52% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 29

Holders
154
Holders Change
-15
Holders Change %
-8.88%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
61
Closed
29
Calls
$2.09M
Puts
Net Calls
+$2.09M
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$335M +$11M +244,937 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$218M +$6M +133,720 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.6M -$4.03M -89,789 -5%
State Street
4
State Street
Massachusetts
$68.3M +$85.2K +1,898 +0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$65.6M -$4.52M -100,706 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$34.7M +$2.29M +51,088 +7%
Norges Bank
7
Norges Bank
Norway
$31.1M
TCM
8
TimesSquare Capital Management
New York
$27.6M -$898K -20,000 -3%
Northern Trust
9
Northern Trust
Illinois
$26.8M -$873K -19,445 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$25.1M +$1.46M +32,478 +6%
Principal Financial Group
11
Principal Financial Group
Iowa
$17.2M +$179K +3,991 +1%
Charles Schwab
12
Charles Schwab
California
$16.4M -$226K -5,028 -1%
Morgan Stanley
13
Morgan Stanley
New York
$16M +$9.78M +217,765 +144%
Ameriprise
14
Ameriprise
Minnesota
$14.4M -$34.9K -778 -0.2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$9.42M +$2.24M +49,927 +30%
N
16
Nuveen
North Carolina
$9.24M -$919K -20,463 -9%
Legal & General Group
17
Legal & General Group
United Kingdom
$6.77M +$14.1K +313 +0.2%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$6.17M +$232K +5,172 +4%
Prudential Financial
19
Prudential Financial
New Jersey
$5.46M +$2.1M +46,815 +59%
GI
20
GAMCO Investors
Connecticut
$5.15M
Wells Fargo
21
Wells Fargo
California
$5.05M -$12M -268,054 -70%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$4.96M +$186K +4,133 +4%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.88M
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.86M -$154K -3,440 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.64M +$2.64M +58,808 +121%

SHEN Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2020, worth a combined $1.18B — down 3.1% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SHEN and 14 opened new positions — a net loss of 15 holders — while 61 trimmed existing stakes and 49 added.

The largest buyer was BlackRock, adding an estimated $11M. The largest seller was Wells Fargo, cutting an estimated $12M.

  • 154 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2020, down from 169 in Q3 2020.
  • Funds reported $1.18B of Shenandoah Telecom stock for Q4 2020, down 3.1% quarter-over-quarter.
  • 14 funds opened new Shenandoah Telecom positions in Q4 2020 and 29 closed out, a net change of -15 holders.
  • The largest Shenandoah Telecom buyer in Q4 2020 was BlackRock, an estimated $11M added.
  • The largest Shenandoah Telecom seller in Q4 2020 was Wells Fargo, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2020.