Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying



SHO Holdings Changes image
This page summarizes the SHO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SHO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing SHO Share Count
GAMMA Investing LLC 226 473 +247 +109.29%
Trust Point Inc. 34,455 55,418 +20,963 +60.84%
Sumitomo Mitsui Trust Holdings Inc. 235,223 327,075 +91,852 +39.05%
Massmutual Trust Co. FSB ADV 180 204 +24 +13.33%
Vert Asset Management LLC 73,375 79,899 +6,524 +8.89%
Fifth Third Bancorp 704 754 +50 +7.10%
Diversified Trust Co 33,250 34,553 +1,303 +3.92%
13F Filers Reporting New Positions In SHO
First Financialcorp IN 0 258 +258 +100%
Los Angeles Capital Management & Equity Research Inc. 0 57,430 +57,430 +100%
Mather Group LLC. 0 118 +118 +100%
Rise Advisors LLC 0 994 +994 +100%
Allspring Global Investments Holdings LLC 0 132 +132 +100%
13F Filers With Unchanged Share Count
Spirit of America Management Corp NY 15,700 15,700 UNCH 0.00%
Private Trust Co. NA 495 495 UNCH 0.00%
DekaBank Deutsche Girozentrale 49,529 49,529 UNCH 0.00%
MCF Advisors LLC 694 694 UNCH 0.00%
13F Filers Decreasing SHO Share Count
Amalgamated Bank 77,646 65,584 -12,062 -15.53%
CWM LLC 2,483 2,167 -316 -12.73%
Caldwell Sutter Capital Inc. 15,000 14,000 -1,000 -6.67%
Raymond James & Associates 77,920 73,696 -4,224 -5.42%
Versant Capital Management Inc 799 768 -31 -3.88%
Louisiana State Employees Retirement System 102,800 101,700 -1,100 -1.07%
Maryland State Retirement & Pension System 74,667 74,030 -637 -0.85%
State of Alaska Department of Revenue 224,330 222,484 -1,846 -0.82%
Tributary Capital Management LLC 1,338,167 1,329,627 -8,540 -0.64%
Legato Capital Management LLC 308,371 307,871 -500 -0.16%
13F Filers Exiting SHO
Timbercreek Investment Management Inc. 56,500 0 -56,500 -100.00%

See Summary: Institutional Holders of SHO
See Details: Top 10 Hedge Funds Holding SHO
Also See: SHO Insider Buying

SHO Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.