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Shinhan Financial Group
SHG

127 hedge funds and large institutions have $463M invested in Shinhan Financial Group in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

13% more funds holding

Funds holding: 112 → 127 (+15)

0.08% less ownership

Funds ownership: 2.84% → 2.76% (-0.08%)

14% less capital invested

Capital invested by funds: $541M → $463M (-$78M)

30% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 43

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
30
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$12.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$12M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.39M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.88M
5
Morgan Stanley
Morgan Stanley
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$15.2M
2
BlackRock
BlackRock
New York
-$9.14M
3
Lazard Asset Management
Lazard Asset Management
New York
-$8.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.89M
5
Goldman Sachs
Goldman Sachs
New York
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.77M +$1.88M +49,849 New
UBS Group
27
UBS Group
Switzerland
$1.69M -$113 -3 -0%
Marshall Wace
28
Marshall Wace
United Kingdom
$1.57M +$1.67M +44,234 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.48M +$1.57M +41,715 New
Deutsche Bank
30
Deutsche Bank
Germany
$1.45M -$639K -16,935 -29%
MWNA
31
Marshall Wace North America
New York
$1.17M +$1.24M +32,957 New
Renaissance Technologies
32
Renaissance Technologies
New York
$1.11M +$1.18M +31,300 New
AGA
33
Altrinsic Global Advisors
Connecticut
$1.09M +$719K +19,036 +164%
Comerica Bank
34
Comerica Bank
Texas
$1.07M +$10.7K +283 +1%
State Street
35
State Street
Massachusetts
$1.07M -$214K -5,675 -16%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$1M +$3.74K +99 +0.4%
SO
37
STRS Ohio
Ohio
$993K – – –
Axa
38
Axa
France
$984K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$979K +$1.04M +27,596 New
TG
40
TCW Group
California
$884K +$940K +24,900 New
BA
41
Boston Advisors
Massachusetts
$871K -$55.5K -1,471 -6%
Fisher Asset Management
42
Fisher Asset Management
Washington
$852K -$464K -12,300 -34%
Stifel Financial
43
Stifel Financial
Missouri
$849K -$206K -5,446 -19%
RJA
44
Raymond James & Associates
Florida
$840K -$95.1K -2,520 -10%
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$794K -$193K -5,123 -19%
Citigroup
46
Citigroup
New York
$761K -$160K -4,249 -17%
CS
47
Candriam SCA
Luxembourg
$705K +$750K +19,879 New
OAM
48
Oppenheimer Asset Management
New York
$636K +$42K +1,112 +7%
BDS
49
Banco de Sabadell
Florida
$623K – – –
AAM
50
Augustine Asset Management
Florida
$516K – – –
1
2
3 4 5

SHG Hedge Fund Activity: Q4 2018 in Review

127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2018, worth a combined $463M — down 14% from $541M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SHG positions and 17 closed out — a net gain of 16 holders — while 30 added to existing stakes and 43 trimmed.

The largest buyer was Charles Schwab, adding an estimated $12.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $15.2M sold.

  • 127 institutional investors held Shinhan Financial Group (SHG) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $463M of Shinhan Financial Group stock for Q4 2018, down 14% quarter-over-quarter.
  • 33 funds opened new Shinhan Financial Group positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest Shinhan Financial Group buyer in Q4 2018 was Charles Schwab, an estimated $12.5M added.
  • The largest Shinhan Financial Group seller in Q4 2018 was Credit Suisse, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2018.