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Shinhan Financial Group
SHG

114 hedge funds and large institutions have $459M invested in Shinhan Financial Group in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $433M → $459M (+$26.1M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.07% less ownership

Funds ownership: 2.61% → 2.54% (-0.07%)

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$3.86M
2
Morgan Stanley
Morgan Stanley
New York
+$3.16M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$2.84M
4
PPA
Parametric Portfolio Associates
Washington
+$2.26M
5
Goldman Sachs
Goldman Sachs
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.87M
2
BlackRock
BlackRock
New York
-$5.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.96M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.14M
5
Invesco
Invesco
Georgia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$1.68M +$194K +5,240 +13%
UBS Group
27
UBS Group
Switzerland
$1.48M +$215K +5,812 +18%
Franklin Resources
28
Franklin Resources
California
$1.42M -$648K -17,495 -32%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.3M – – –
Invesco
30
Invesco
Georgia
$1.22M -$2.01M -54,291 -63%
KOCAA
31
Knights of Columbus Asset Advisors
Connecticut
$1.2M +$1.17M +31,534 New
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$1.15M +$286K +7,727 +35%
SO
33
STRS Ohio
Ohio
$1.06M – – –
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.05M +$39.6K +1,069 +4%
State Street
35
State Street
Massachusetts
$1.02M -$152K -4,104 -13%
SAM
36
Silvercrest Asset Management
New York
$974K -$9.26K -250 -1%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$971K +$263K +7,106 +39%
JC
38
JBF Capital
Colorado
$906K – – –
Axa
39
Axa
France
$883K – – –
Comerica Bank
40
Comerica Bank
Texas
$834K -$13.4K -361 -1%
HJIM
41
Henry James International Management
New York
$821K – – –
BDS
42
Banco de Sabadell
Florida
$811K -$361K -9,747 -31%
GT
43
Greenleaf Trust
Michigan
$768K +$132K +3,565 +21%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$767K +$353K +9,525 +90%
QCG
45
Quadrant Capital Group
Ohio
$756K +$52.9K +1,428 +8%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$717K +$612K +16,525 +714%
RJA
47
Raymond James & Associates
Florida
$711K -$148K -3,990 -18%
First Trust Advisors
48
First Trust Advisors
Illinois
$597K +$40.9K +1,105 +8%
SBH
49
Segall Bryant & Hamill
Illinois
$593K – – –
CS
50
Candriam SCA
Luxembourg
$544K -$240K -6,485 -31%
1
2
3 4 5

SHG Hedge Fund Activity: Q4 2019 in Review

114 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2019, worth a combined $459M — up 6% from $433M a quarter earlier.

Fund positioning in SHG was balanced in Q4 2019: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 33 trimmed.

The largest buyer was Aperio Group, adding an estimated $3.86M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.87M sold.

  • 114 institutional investors held Shinhan Financial Group (SHG) as of Q4 2019, down from 116 in Q3 2019.
  • Funds reported $459M of Shinhan Financial Group stock for Q4 2019, up 6% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q4 2019 and 12 closed out, a net change of 0 holders.
  • The largest Shinhan Financial Group buyer in Q4 2019 was Aperio Group, an estimated $3.86M added.
  • The largest Shinhan Financial Group seller in Q4 2019 was Credit Suisse, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2019.