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Shenandoah Telecom

145 hedge funds and large institutions have $543M invested in Shenandoah Telecom in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 144145 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 62.89%61.94% (-0.95%)

21% less capital invested

Capital invested by funds: $683M → $543M (-$140M)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

93% less call options, than puts

Call options by funds: $3K | Put options by funds: $43K

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
40
Reduced
64
Closed
15
Calls
$3K
Puts
$43K
Net Calls
-$40K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$133M -$1.27M -65,310 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.3M +$1M +51,697 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.2M +$2.45M +126,499 +5%
EC
4
ECP ControlCo
New Jersey
$42.6M
State Street
5
State Street
Massachusetts
$33M +$1.02M +52,788 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19.4M +$483K +24,910 +2%
BRIM
7
Broad Run Investment Management
Virginia
$16.9M -$119K -6,137 -0.6%
DC
8
Davenport & Co
Virginia
$16.2M +$1.38M +71,451 +8%
Charles Schwab
9
Charles Schwab
California
$13M -$29.4K -1,515 -0.2%
Cerity Partners
10
Cerity Partners
New York
$11M +$34K +1,756 +0.3%
Northern Trust
11
Northern Trust
Illinois
$8.61M -$247K -12,765 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.87M -$640K -33,014 -7%
American Century Companies
13
American Century Companies
Missouri
$7.05M -$127K -6,559 -2%
Morgan Stanley
14
Morgan Stanley
New York
$6.66M -$9.01M -465,136 -55%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.64M -$719K -37,100 -9%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.37M +$699K +36,051 +13%
Norges Bank
17
Norges Bank
Norway
$4.93M -$589K -30,417 -10%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.53M -$19.6K -1,009 -0.4%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$2.63M +$6.41K +331 +0.2%
Invesco
20
Invesco
Georgia
$2.51M -$546K -28,165 -16%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.46M -$14.3K -740 -0.5%
Ameriprise
22
Ameriprise
Minnesota
$2.43M -$163K -8,402 -6%
N
23
Nuveen
North Carolina
$2.28M -$96.3K -4,967 -4%
GF
24
Gabelli Funds
New York
$2.19M -$81.4K -4,200 -3%
RWP
25
RWA Wealth Partners
Massachusetts
$2.08M

SHEN Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q1 2024, worth a combined $543M — down 21% from $683M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHEN positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 64 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.45M. The largest seller was Morgan Stanley, cutting an estimated $9.01M.

  • 145 institutional investors held Shenandoah Telecom (SHEN) as of Q1 2024, up from 144 in Q4 2023.
  • Funds reported $543M of Shenandoah Telecom stock for Q1 2024, down 21% quarter-over-quarter.
  • 16 funds opened new Shenandoah Telecom positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest Shenandoah Telecom buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $2.45M added.
  • The largest Shenandoah Telecom seller in Q1 2024 was Morgan Stanley, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2024.