Shenandoah Telecom
SHEN
144 hedge funds and large institutions have $674M invested in Shenandoah Telecom in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
10% more funds holding
Funds holding: 131 → 144 (+13)
6% more capital invested
Capital invested by funds: $636M → $674M (+$38M)
0.62% more ownership
Funds ownership: 61.43% → 62.05% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
47% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 64
93% less call options, than puts
Call options by funds: $4K | Put options by funds: $54K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$2.68M |
| 2 |
Morgan Stanley
New York
|
+$1.84M |
| 3 |
Barclays
London,
United Kingdom
|
+$1.19M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.14M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.53M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.15M |
| 3 |
State Street
Boston,
Massachusetts
|
-$963K |
| 4 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$809K |
| 5 |
Bank of New York Mellon
New York
|
-$802K |
SHEN Hedge Fund Activity: Q4 2023 in Review
144 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2023, worth a combined $674M — up 6% from $636M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SHEN positions and 9 closed out — a net gain of 15 holders — while 34 added to existing stakes and 64 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $2.68M. The largest seller was Cerity Partners, cutting an estimated $1.53M.
- 144 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2023, up from 131 in Q3 2023.
- Funds reported $674M of Shenandoah Telecom stock for Q4 2023, up 6% quarter-over-quarter.
- 24 funds opened new Shenandoah Telecom positions in Q4 2023 and 9 closed out, a net change of +15 holders.
- The largest Shenandoah Telecom buyer in Q4 2023 was RWA Wealth Partners, an estimated $2.68M added.
- The largest Shenandoah Telecom seller in Q4 2023 was Cerity Partners, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2023.