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Shinhan Financial Group
SHG

124 hedge funds and large institutions have $498M invested in Shinhan Financial Group in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

8% more capital invested

Capital invested by funds: $463M → $498M (+$35.3M)

0.07% more ownership

Funds ownership: 2.76% → 2.83% (+0.07%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 127 → 124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
52
Reduced
31
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$8.99M
2
PPA
Parametric Portfolio Associates
Washington
+$5.79M
3
BlackRock
BlackRock
New York
+$4.54M
4
Bank of America
Bank of America
North Carolina
+$4.51M
5
AG
Aperio Group
California
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$11.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.07M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.79M +$23.4K +624 +1%
AGA
27
Altrinsic Global Advisors
Connecticut
$1.77M +$642K +17,104 +56%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$1.76M +$1.78M +47,474 New
BA
29
Boston Advisors
Massachusetts
$1.42M +$513K +13,670 +56%
AAMU
30
Amundi Asset Management US
Massachusetts
$1.34M – – –
State Street
31
State Street
Massachusetts
$1.17M +$52.4K +1,395 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.07M +$46.4K +1,236 +4%
Comerica Bank
33
Comerica Bank
Texas
$1.05M -$72.6K -1,935 -7%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.05M +$1.54K +41 +0.1%
SO
35
STRS Ohio
Ohio
$1.04M – – –
Axa
36
Axa
France
$1.03M – – –
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$1.01M +$180K +4,807 +21%
SAM
38
Silvercrest Asset Management
New York
$1.01M +$1.02M +27,075 New
RJA
39
Raymond James & Associates
Florida
$961K +$81.9K +2,182 +9%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$902K +$911K +24,267 New
Stifel Financial
41
Stifel Financial
Missouri
$877K -$11.4K -304 -1%
Citigroup
42
Citigroup
New York
$861K +$65.2K +1,736 +8%
Fisher Asset Management
43
Fisher Asset Management
Washington
$809K -$83.1K -2,213 -9%
CS
44
Candriam SCA
Luxembourg
$739K – – –
Russell Investments Group
45
Russell Investments Group
United Kingdom
$735K +$743K +19,800 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$713K -$2.07M -55,212 -74%
QCG
47
Quadrant Capital Group
Ohio
$649K +$271K +7,229 +70%
OAM
48
Oppenheimer Asset Management
New York
$609K -$57.8K -1,539 -9%
GT
49
Greenleaf Trust
Michigan
$581K +$125K +3,326 +27%
PA
50
Profund Advisors
Maryland
$568K +$163K +4,334 +40%
1
2
3 4 5

SHG Hedge Fund Activity: Q1 2019 in Review

124 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2019, worth a combined $498M — up 7.6% from $463M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SHG and 19 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 52 added.

The largest buyer was Northern Trust, adding an estimated $8.99M. The largest seller was Charles Schwab, cutting an estimated $11.5M.

  • 124 institutional investors held Shinhan Financial Group (SHG) as of Q1 2019, down from 127 in Q4 2018.
  • Funds reported $498M of Shinhan Financial Group stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 19 funds opened new Shinhan Financial Group positions in Q1 2019 and 21 closed out, a net change of -2 holders.
  • The largest Shinhan Financial Group buyer in Q1 2019 was Northern Trust, an estimated $8.99M added.
  • The largest Shinhan Financial Group seller in Q1 2019 was Charles Schwab, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.