Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Shenandoah Telecommunication (SHEN)

180 + Investors. Track Smart Money conviction in SHEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SHEN

Based on 168 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SHEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
168 hedge funds hold SHEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SHEN is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

82 buying69 selling
Last quarter: 82 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new SHEN position: 22 → 19 → 16 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
106 out of 168 hedge funds have held SHEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +0% — price-driven

Value
+32%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~29 new funds/quarter

23 → 22 → 19 → 16 → 29 new funds/Q
New funds entering each quarter: 22 → 19 → 16 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 169 holders: 121 (72%) are 2+ year veterans, 17 entered 1–2 years ago, and 31 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 168 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SHEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHEN

In 2026 Q1, 82 hedge funds were net buyers of SHEN (29 opened a new position, 53 added to an existing one), while 69 reduced or exited (51 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 50% of total institutional value in SHEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: SHEN

How many hedge funds hold SHEN — quarterly history vs. share price
Quarterly hedge fund ownership of SHEN vs. share price

Market Analysis: SHEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SHEN
180 + Investors

Track Smart Money conviction in SHEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 168 7.14%
13F Shares 40M 40M -1.82%
Total Value $590M $614M -3.95%
New Positions 32 29 +3
Increased Positions 62 53 +9
Closed Positions 20 18 +2
Reduced Positions 51 50 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHEN

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Financial Highlights

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Institutional Holders (2026 Q2)

180 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SHEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper Investors Pty Ltd 6.44% 930,143 $14.0M
2 GCM Grosvenor Holdings, LLC 2.68% 4,116,050 $62.1M
3 Southeastern Asset Management Inc/Tn/ 2.06% 2,616,797 $39.5M
4 Whitebark Investors LP 1.95% 167,153 $2.5M
5 Broad Run Investment Management, LLC 1.53% 658,567 $9.9M
6 ECP ControlCo, LLC 1.12% 3,457,105 $52.1M
7 Beacon Investment Advisors LLC 0.15% 31,806 $480K
8 CDC Financial, Inc. 0.14% 22,300 $336K
9 Bridgeway Capital Management, LLC 0.10% 393,553 $5.9M
10 Acorn Financial Advisory Services Inc /Adv 0.08% 41,686 $629K
11 Royce & Associates LP 0.08% 643,093 $9.7M
12 Campbell & CO Investment Adviser LLC 0.04% 55,346 $835K
13 Inceptionr LLC 0.04% 11,787 $178K
14 Caitlin John, LLC 0.04% 4,550 $69K
15 Gamco Investors, INC. Et Al 0.04% 270,000 $4.1M
16 Cornerstone Advisory, LLC 0.04% 28,146 $424K
17 Graves Light Lenhart Wealth, Inc. 0.03% 24,140 $364K
18 Numerai GP LLC 0.03% 23,650 $357K
19 Mirabella Financial Services LLP 0.03% 19,485 $294K
20 Visionary Wealth Advisors 0.03% 42,555 $642K
21 Trek Financial, LLC 0.02% 29,896 $451K
22 Capital Investment Advisory Services, LLC 0.02% 23,500 $354K
23 Empowered Funds, LLC 0.02% 263,553 $4.0M
24 Quantbot Technologies LP 0.02% 33,243 $501K
25 Rwa Wealth Partners, LLC 0.02% 119,474 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Shenandoah Telecommunication (SHEN)

What does the Smart Money Trend signal show for SHEN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SHEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHEN?

Slight buying edge — 54% buying: Last quarter: 82 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHEN holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 168 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SHEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHEN?

63% of holders stayed for 2+ years: 106 out of 168 hedge funds have held SHEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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