Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Shore Bancshares Inc (SHBI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — SHBI

Based on 159 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 SHBI 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
159 hedge funds hold SHBI 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

92 buying52 selling
Last quarter: 92 funds were net buyers (28 opened a brand new position + 64 added to an existing one). Only 52 were sellers (36 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SHBI position: 19 → 21 → 17 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 21% medium ■ 26% new
83 out of 159 hedge funds have held SHBI 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.
📈

Growing discovery — still being found

36 → 19 → 21 → 17 → 28 new funds/Q
New funds entering each quarter: 19 → 21 → 17 → 28. A growing number of institutions are discovering SHBI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 35% newcomers

■ 57% veterans ■ 8% 1-2yr ■ 35% new
Entry-cohort mix of 159 holders: 91 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 55 (35%) 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 159 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SHBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — SHBI

In 2026 Q1, 92 hedge funds were net buyers of SHBI (28 opened a new position, 64 added to an existing one), while 52 reduced or exited (36 trimmed, 16 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 50% of total institutional value in SHBI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 159.

Hedge Fund Ownership: SHBI

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

Market Analysis: SHBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHBI

-- --

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

Is It Too Late to Buy Shore Bancshares Inc (SHBI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHBI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 92d ago
SHBI
+23.2%
XLF
+9.2%

SHBI outperformed XLF by +14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 47d ago
SHBI
+21.7%
XLF
+5.5%

Since the filing became public, SHBI outperformed XLF by +16.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SHBI
158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 147 7.48%
13F Shares 22M 22M 2.47%
Total Value $402M $381M 5.51%
New Positions 27 17 +10
Increased Positions 64 56 +8
Closed Positions 16 20 -4
Reduced Positions 36 49 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHBI

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Financial Highlights

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Institutional Holders (2026 Q1)

158 + investors

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

QUARTER:
Top 25 SHBI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Petiole USA ltd 1.93% 147,487 $2.8M
2 Fourthstone LLC 1.33% 421,457 $7.9M
3 Mendon Capital Advisors Corp 1.12% 155,290 $2.9M
4 Siena Capital Partners GP, LLC 0.95% 195,287 $3.6M
5 Corbyn Investment Management Inc/Md 0.87% 139,412 $2.6M
6 Banc Funds Co LLC 0.68% 195,563 $3.7M
7 Salzhauer Michael 0.64% 72,357 $1.4M
8 Tred Avon Family Wealth, LLC 0.39% 62,243 $1.2M
9 Hoxton Planning & Management, LLC 0.37% 66,634 $1.2M
10 HoldCo Asset Management, LP 0.19% 136,114 $2.5M
11 Atlantic Union Bankshares Corp 0.17% 486,930 $9.1M
12 VARCOV Co. 0.15% 20,947 $391K
13 Knights of Columbus Asset Advisors LLC 0.14% 130,857 $2.4M
14 Brooklyn Investment Group 0.11% 194,032 $3.6M
15 Bridgeway Capital Management, LLC 0.10% 265,483 $5.0M
16 ELCO Management Co., LLC 0.09% 10,151 $190K
17 Anchyra Partners LLC 0.08% 13,540 $253K
18 Aigen Investment Management, LP 0.06% 11,872 $222K
19 Curi Capital, LLC 0.04% 133,384 $2.5M
20 Commonwealth Financial Services, LLC 0.04% 13,595 $254K
21 Smithbridge Asset Management Inc/de 0.04% 14,025 $262K
22 Gendell Jeffrey L 0.03% 136,840 $2.6M
23 Empowered Funds, LLC 0.02% 169,973 $3.2M
24 Bailard, INC. 0.02% 43,925 $821K
25 Hotchkis & Wiley Capital Management LLC 0.02% 303,299 $5.7M
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 — Shore Bancshares Inc (SHBI)

What does the Smart Money Trend signal show for SHBI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SHBI 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 SHBI?

More buyers than sellers — 64% buying: Last quarter: 92 funds were net buyers (28 opened a brand new position + 64 added to an existing one). Only 52 were sellers (36 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHBI holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 159 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SHBI. 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 SHBI?

52% of holders stayed for 2+ years: 83 out of 159 hedge funds have held SHBI 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.

Is it too late to buy Shore Bancshares Inc (SHBI) following the 2026 Q1 hedge fund 13F filings?

As of today, SHBI has moved +21.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of +16.2%. Since the quarter end (March 31, 2026), SHBI has gained +23.2% vs +9.2% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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