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Shinhan Financial Group
SHG

140 hedge funds and large institutions have $407M invested in Shinhan Financial Group in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

1% more funds holding

Funds holding: 138 → 140 (+2)

0.03% less ownership

Funds ownership: 2.58% → 2.55% (-0.03%)

9% less capital invested

Capital invested by funds: $445M → $407M (-$38.1M)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
53
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.48M
3
American Century Companies
American Century Companies
Missouri
+$1.06M
4
Pzena Investment Management
Pzena Investment Management
New York
+$1.01M
5
JP Morgan Chase
JP Morgan Chase
New York
+$983K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$4.26M
2
Bank of America
Bank of America
North Carolina
-$3.81M
3
RIP
Rhino Investment Partners
Pennsylvania
-$2.54M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.52M
5
SW
SVB Wealth
Massachusetts
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.65M +$58.7K +1,831 +2%
American Century Companies
27
American Century Companies
Missouri
$2.6M +$1.06M +33,008 +65%
BCI
28
Brinker Capital Investments
Pennsylvania
$2.57M -$205K -6,384 -7%
US Bancorp
29
US Bancorp
Minnesota
$2.42M +$482K +15,018 +24%
Franklin Resources
30
Franklin Resources
California
$2.2M -$39.9K -1,245 -2%
EI
31
Ethic Inc
New York
$1.87M +$616K +19,213 +47%
State Street
32
State Street
Massachusetts
$1.68M +$168K +5,239 +11%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$1.64M +$126K +3,936 +8%
FTDI
34
First Trust Direct Indexing
Massachusetts
$1.36M +$13.1K +408 +0.9%
LGF
35
LGT Group Foundation
Liechtenstein
$1.35M +$1.4M +43,626 New
Geode Capital Management
36
Geode Capital Management
Massachusetts
$1.25M +$167K +5,206 +15%
MPM
37
MBB Public Markets
Illinois
$1.17M +$1.22M +37,953 New
JP Morgan Chase
38
JP Morgan Chase
New York
$1.14M +$983K +30,636 +498%
ERSOT
39
Employees Retirement System of Texas
Texas
$1.1M +$925K +28,819 +419%
SGI
40
Summit Global Investments
Utah
$1.02M +$58.1K +1,811 +6%
Invesco
41
Invesco
Georgia
$997K +$11.4K +354 +1%
GF
42
Gabelli Funds
New York
$981K +$40.1K +1,250 +4%
VPIM
43
Vanguard Personalized Indexing Management
California
$970K +$179K +5,595 +22%
S
44
SignatureFD
Georgia
$961K +$48.5K +1,513 +5%
GT
45
Greenleaf Trust
Michigan
$935K -$304K -9,481 -24%
SAM
46
Silvercrest Asset Management
New York
$902K +$17.4K +543 +2%
Stifel Financial
47
Stifel Financial
Missouri
$889K +$19K +591 +2%
WFI
48
West Family Investments
California
$849K +$253K +7,882 +40%
AP
49
Advisor Partners
California
$847K +$6.19K +193 +0.7%
Calamos Advisors
50
Calamos Advisors
Illinois
$843K +$875K +27,263 New
1
2
3 4 5

SHG Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2021, worth a combined $407M — down 8.5% from $445M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 18 closed out — a net gain of 5 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $6.5M. The largest seller was Lazard Asset Management, cutting an estimated $4.26M.

  • 140 institutional investors held Shinhan Financial Group (SHG) as of Q4 2021, up from 138 in Q3 2021.
  • Funds reported $407M of Shinhan Financial Group stock for Q4 2021, down 8.5% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q4 2021 and 18 closed out, a net change of +5 holders.
  • The largest Shinhan Financial Group buyer in Q4 2021 was Arrowstreet Capital, an estimated $6.5M added.
  • The largest Shinhan Financial Group seller in Q4 2021 was Lazard Asset Management, an estimated $4.26M sold.

Based on aggregated 13F filings for Q4 2021.