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Shenandoah Telecom
SHEN

156 hedge funds and large institutions have $467M invested in Shenandoah Telecom in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $151K | Put options by funds: $66K

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

1.43% more ownership

Funds ownership: 65.47% → 66.9% (+1.4%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 155 → 156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $504M → $467M (-$37.4M)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
63
Reduced
47
Closed
17
Calls
$151K
Puts
$66K
Net Calls
+$85K
Net Calls Change
+$72K

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$2.54M
2
BlackRock
BlackRock
New York
+$1.95M
3
DC
Davenport & Co
Virginia
+$1.89M
4
State Street
State Street
Massachusetts
+$1.76M
5
Invesco
Invesco
Georgia
+$1.29M

Top Sellers

1
KLP
Kent Lake PR
Puerto Rico
-$4.85M
2
N
Nuveen
North Carolina
-$1.37M
3
Norges Bank
Norges Bank
Norway
-$1.1M
4
Renaissance Technologies
Renaissance Technologies
New York
-$992K
5
HF
HRT Financial
New York
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$91.3M +$1.95M +144,961 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.7M +$916K +68,133 +1%
GGH
3
GCM Grosvenor Holdings
Illinois
$57.9M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32M -$843K -62,736 -2%
EC
5
ECP ControlCo
New Jersey
$30.9M – – –
State Street
6
State Street
Massachusetts
$24.3M +$1.76M +130,980 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.2M -$21.1K -1,566 -0.1%
DC
8
Davenport & Co
Virginia
$12.8M +$1.89M +140,314 +16%
BRIM
9
Broad Run Investment Management
Virginia
$11.8M -$102K -7,598 -0.8%
Cerity Partners
10
Cerity Partners
New York
$7.96M -$10.9K -808 -0.1%
Charles Schwab
11
Charles Schwab
California
$6.62M -$920K -68,453 -12%
Northern Trust
12
Northern Trust
Illinois
$6.61M +$92.8K +6,904 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.73M +$467K +34,740 +8%
American Century Companies
14
American Century Companies
Missouri
$5.46M +$648K +48,233 +13%
Goldman Sachs
15
Goldman Sachs
New York
$5.26M +$1.19M +88,806 +27%
Morgan Stanley
16
Morgan Stanley
New York
$4.88M -$607K -45,113 -10%
Millennium Management
17
Millennium Management
New York
$3.82M +$910K +67,715 +29%
Invesco
18
Invesco
Georgia
$3.02M +$1.29M +96,006 +67%
GI
19
GAMCO Investors
Connecticut
$2.84M +$901K +67,000 +42%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.81M +$85K +6,323 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.77M +$880K +65,426 +43%
PAG
22
Private Advisor Group
New Jersey
$2.38M +$2.54M +188,646 New
Renaissance Technologies
23
Renaissance Technologies
New York
$2.27M -$992K -73,805 -29%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.04M +$810K +60,248 +59%
Citadel Advisors
25
Citadel Advisors
Florida
$1.91M -$452K -33,598 -18%
1
2 3 4 5

SHEN Hedge Fund Activity: Q4 2024 in Review

156 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shenandoah Telecom (SHEN) for Q4 2024, worth a combined $467M — down 7.4% from $504M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHEN positions and 17 closed out — a net gain of 1 holder — while 63 added to existing stakes and 47 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $2.54M. The largest seller was Kent Lake PR, exiting entirely with an estimated $4.85M sold.

  • 156 institutional investors held Shenandoah Telecom (SHEN) as of Q4 2024, up from 155 in Q3 2024.
  • Funds reported $467M of Shenandoah Telecom stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 18 funds opened new Shenandoah Telecom positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Shenandoah Telecom buyer in Q4 2024 was Private Advisor Group, an estimated $2.54M added.
  • The largest Shenandoah Telecom seller in Q4 2024 was Kent Lake PR, an estimated $4.85M sold.

Based on aggregated 13F filings for Q4 2024.