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Shinhan Financial Group
SHG

111 hedge funds and large institutions have $276M invested in Shinhan Financial Group in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.09% less ownership

Funds ownership: 2.54% → 2.45% (-0.09%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 114 → 111 (-3)

40% less capital invested

Capital invested by funds: $459M → $276M (-$183M)

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
40
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.96M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.86M
3
Morgan Stanley
Morgan Stanley
New York
+$1.71M
4
BlackRock
BlackRock
New York
+$1.42M
5
Goldman Sachs
Goldman Sachs
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.55M
2
Lazard Asset Management
Lazard Asset Management
New York
-$2.22M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.02M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.95M
5
Sanders Capital
Sanders Capital
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$848K -$264K -8,915 -20%
QCG
27
Quadrant Capital Group
Ohio
$828K +$456K +15,394 +77%
KOCAA
28
Knights of Columbus Asset Advisors
Connecticut
$735K – – –
AP
29
Advisor Partners
California
$734K +$748K +25,262 +404%
Invesco
30
Invesco
Georgia
$729K -$26.4K -891 -3%
UBS Group
31
UBS Group
Switzerland
$723K -$232K -7,855 -20%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$717K +$314K +10,600 +53%
State Street
33
State Street
Massachusetts
$698K +$90.6K +3,063 +11%
SAM
34
Silvercrest Asset Management
New York
$621K +$30.8K +1,041 +4%
Renaissance Technologies
35
Renaissance Technologies
New York
$590K +$749K +25,300 New
JC
36
JBF Capital
Colorado
$555K – – –
Comerica Bank
37
Comerica Bank
Texas
$543K -$8.29K -280 -1%
Axa
38
Axa
France
$541K – – –
CS
39
Candriam SCA
Luxembourg
$532K – – –
HJIM
40
Henry James International Management
New York
$499K -$4.14K -140 -0.6%
BDS
41
Banco de Sabadell
Florida
$491K – – –
Millennium Management
42
Millennium Management
New York
$474K +$602K +20,338 New
First Trust Advisors
43
First Trust Advisors
Illinois
$457K +$116K +3,905 +25%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$453K -$440K -14,874 -43%
RJA
45
Raymond James & Associates
Florida
$409K -$33.3K -1,125 -6%
Nomura Asset Management
46
Nomura Asset Management
Japan
$406K -$805K -27,200 -61%
SO
47
STRS Ohio
Ohio
$380K -$346K -11,694 -42%
GC
48
Guggenheim Capital
Illinois
$376K +$218K +7,363 +84%
SBH
49
Segall Bryant & Hamill
Illinois
$363K – – –
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$356K -$439K -14,837 -49%
1
2
3 4 5

SHG Hedge Fund Activity: Q1 2020 in Review

111 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2020, worth a combined $276M — down 40% from $459M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SHG and 19 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 40 added.

The largest buyer was Wellington Management Group, adding an estimated $1.96M. The largest seller was Northern Trust, cutting an estimated $6.55M.

  • 111 institutional investors held Shinhan Financial Group (SHG) as of Q1 2020, down from 114 in Q4 2019.
  • Funds reported $276M of Shinhan Financial Group stock for Q1 2020, down 40% quarter-over-quarter.
  • 19 funds opened new Shinhan Financial Group positions in Q1 2020 and 20 closed out, a net change of -1 holder.
  • The largest Shinhan Financial Group buyer in Q1 2020 was Wellington Management Group, an estimated $1.96M added.
  • The largest Shinhan Financial Group seller in Q1 2020 was Northern Trust, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2020.