We are live on ! Find out more
SHEN icon

Shenandoah Telecom

131 hedge funds and large institutions have $636M invested in Shenandoah Telecom in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 126131 (+5)

3% more capital invested

Capital invested by funds: $619M → $636M (+$16.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.01% less ownership

Funds ownership: 63.43%61.43% (-2%)

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
38
Reduced
62
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M -$5.2M -254,039 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M -$2.08M -101,434 -2%
EC
3
ECP ControlCo
New Jersey
$50.5M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.9M +$2.53M +123,429 +5%
State Street
5
State Street
Massachusetts
$38.9M -$363K -17,717 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.5M +$1.05M +51,497 +5%
BRIM
7
Broad Run Investment Management
Virginia
$20.9M -$217K -10,607 -1%
DC
8
Davenport & Co
Virginia
$18M -$365K -17,814 -2%
Charles Schwab
9
Charles Schwab
California
$14.6M +$1.06M +51,827 +8%
Cerity Partners
10
Cerity Partners
New York
$14.4M -$14.3M -698,928 -50%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.8M -$283K -13,825 -3%
Northern Trust
12
Northern Trust
Illinois
$10.6M -$28.2K -1,376 -0.3%
American Century Companies
13
American Century Companies
Missouri
$9.17M +$1.86M +90,695 +26%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.82M -$840K -41,000 -10%
Norges Bank
15
Norges Bank
Norway
$7.17M -$952K -46,471 -12%
Morgan Stanley
16
Morgan Stanley
New York
$7.05M +$631K +30,798 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.06M -$1.22M -59,355 -17%
Principal Financial Group
18
Principal Financial Group
Iowa
$5.58M -$299K -14,610 -5%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$3.3M -$42.1K -2,057 -1%
Ameriprise
20
Ameriprise
Minnesota
$3.28M -$336K -16,406 -9%
Invesco
21
Invesco
Georgia
$3.19M -$46.7K -2,280 -1%
Goldman Sachs
22
Goldman Sachs
New York
$3.11M +$160K +7,790 +5%
GF
23
Gabelli Funds
New York
$2.96M
Legal & General Group
24
Legal & General Group
United Kingdom
$2.94M -$60.1K -2,937 -2%
N
25
Nuveen
North Carolina
$2.74M -$819 -40 -0%

SHEN Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q3 2023, worth a combined $636M — up 2.7% from $619M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SHEN positions and 6 closed out — a net gain of 5 holders — while 38 added to existing stakes and 62 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.53M. The largest seller was Cerity Partners, cutting an estimated $14.3M.

  • 131 institutional investors held Shenandoah Telecom (SHEN) as of Q3 2023, up from 126 in Q2 2023.
  • Funds reported $636M of Shenandoah Telecom stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 11 funds opened new Shenandoah Telecom positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Shenandoah Telecom buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $2.53M added.
  • The largest Shenandoah Telecom seller in Q3 2023 was Cerity Partners, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2023.