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Shenandoah Telecom

140 hedge funds and large institutions have $877M invested in Shenandoah Telecom in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 55.28%55.45% (+0.17%)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

8% less funds holding

Funds holding: 152140 (-12)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

34% less capital invested

Capital invested by funds: $1.34B → $877M (-$459M)

62% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $8.61M

Holders
140
Holders Change
-12
Holders Change %
-7.89%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
51
Closed
28
Calls
$3.28M
Puts
$8.61M
Net Calls
-$5.33M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$240M -$5.68M -149,364 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M -$11.5M -301,514 -6%
State Street
3
State Street
Massachusetts
$52.4M +$1.33M +34,971 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.3M -$2.12M -55,612 -3%
Citadel Advisors
5
Citadel Advisors
Florida
$46.6M +$8.22M +215,990 +17%
Renaissance Technologies
6
Renaissance Technologies
New York
$27.3M -$8.54M -224,300 -21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$26.8M -$1.28M -33,528 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$18.5M +$344K +9,035 +2%
DC
9
Davenport & Co
Virginia
$17.9M +$9.35M +245,726 +76%
Northern Trust
10
Northern Trust
Illinois
$16.9M -$1.09M -28,682 -5%
Goldman Sachs
11
Goldman Sachs
New York
$15.9M +$12M +316,069 +168%
Norges Bank
12
Norges Bank
Norway
$14.6M -$435K -11,437 -2%
Charles Schwab
13
Charles Schwab
California
$14M +$1.09M +28,655 +7%
Principal Financial Group
14
Principal Financial Group
Iowa
$10.8M -$420K -11,043 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$8.71M -$16.8K -441 -0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.25M +$3.2M +84,133 +47%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.58M +$9.13M +240,000 New
Ameriprise
18
Ameriprise
Minnesota
$6.63M -$5.03M -132,188 -39%
Morgan Stanley
19
Morgan Stanley
New York
$6.62M -$3.53M -92,682 -31%
N
20
Nuveen
North Carolina
$5.62M -$392K -10,314 -5%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.21M +$2.74M +71,950 +77%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$5.09M +$2.73M +71,758 +80%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.87M +$55K +1,446 +0.9%
SG Americas Securities
24
SG Americas Securities
New York
$4.5M +$5.34M +140,410 +6,465%
American Century Companies
25
American Century Companies
Missouri
$4.41M +$1.39M +36,397 +35%

SHEN Hedge Fund Activity: Q3 2021 in Review

140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2021, worth a combined $877M — down 34% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SHEN and 19 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 47 added.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $19.9M sold.

  • 140 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2021, down from 152 in Q2 2021.
  • Funds reported $877M of Shenandoah Telecom stock for Q3 2021, down 34% quarter-over-quarter.
  • 19 funds opened new Shenandoah Telecom positions in Q3 2021 and 28 closed out, a net change of -9 holders.
  • The largest Shenandoah Telecom buyer in Q3 2021 was Goldman Sachs, an estimated $12M added.
  • The largest Shenandoah Telecom seller in Q3 2021 was TimesSquare Capital Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2021.