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Shinhan Financial Group
SHG

98 hedge funds and large institutions have $447M invested in Shinhan Financial Group in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $414M → $447M (+$33.4M)

3% more funds holding

Funds holding: 95 → 98 (+3)

0.11% more ownership

Funds ownership: 2.39% → 2.5% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$7.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$6.84M
3
CS
Credit Suisse
Switzerland
+$6.75M
4
Bank of America
Bank of America
North Carolina
+$2.85M
5
PPA
Parametric Portfolio Associates
Washington
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.66M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.42M
3
BIP
Brandes Investment Partners
California
-$2.31M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$1.89M
5
AG
Aperio Group
California
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Capstone Asset Management
Texas
$2.59M -$381 -10 -0%
UBS Group
27
UBS Group
Switzerland
$2.53M +$104K +2,719 +4%
Pzena Investment Management
28
Pzena Investment Management
New York
$2.27M +$1.02M +26,675 +79%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.86M -$725K -19,009 -28%
GH
30
GAM Holding
Switzerland
$1.78M -$829K -21,743 -31%
State Street
31
State Street
Massachusetts
$1.69M -$317K -8,303 -16%
BFA
32
BlackRock Fund Advisors
California
$1.22M +$718K +18,834 +139%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.16M +$114K +2,981 +11%
Federated Hermes
34
Federated Hermes
Pennsylvania
$1.13M -$135K -3,530 -11%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.1M +$1.12M +29,300 New
WAM
36
World Asset Management
Michigan
$1.09M -$99.2K -2,601 -8%
BG
37
BlackRock Group
United Kingdom
$1.06M – – –
SO
38
STRS Ohio
Ohio
$1.05M – – –
Comerica Bank
39
Comerica Bank
Texas
$1.05M +$107K +2,797 +11%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.01M -$921K -24,172 -48%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$961K +$128K +3,348 +15%
BA
42
Boston Advisors
Massachusetts
$940K – – –
BlackRock
43
BlackRock
New York
$926K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$904K +$564K +14,804 +161%
BIM
45
BlackRock Investment Management
Delaware
$845K -$103K -2,698 -11%
Axa
46
Axa
France
$775K – – –
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$755K – – –
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$680K +$45.4K +1,190 +7%
PA
49
Profund Advisors
Maryland
$599K -$324K -8,512 -35%
ATIA
50
American Trust Investment Advisors
New Hampshire
$481K – – –
1
2
3 4 5

SHG Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2016, worth a combined $447M — up 8.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $7.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.66M sold.

  • 98 institutional investors held Shinhan Financial Group (SHG) as of Q4 2016, up from 95 in Q3 2016.
  • Funds reported $447M of Shinhan Financial Group stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 16 funds opened new Shinhan Financial Group positions in Q4 2016 and 11 closed out, a net change of +5 holders.
  • The largest Shinhan Financial Group buyer in Q4 2016 was Northern Trust, an estimated $7.6M added.
  • The largest Shinhan Financial Group seller in Q4 2016 was Old Mission Capital, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2016.