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Shinhan Financial Group
SHG

145 hedge funds and large institutions have $330M invested in Shinhan Financial Group in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

10% more funds holding

Funds holding: 132 → 145 (+13)

9% more capital invested

Capital invested by funds: $303M → $330M (+$26.6M)

0.07% more ownership

Funds ownership: 2.58% → 2.64% (+0.07%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
43
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$4.31M
2
Goldman Sachs
Goldman Sachs
New York
+$4.2M
3
BlackRock
BlackRock
New York
+$3.81M
4
Pzena Investment Management
Pzena Investment Management
New York
+$3.7M
5
Morgan Stanley
Morgan Stanley
New York
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$6.5M
2
Marshall Wace
Marshall Wace
United Kingdom
-$2.54M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.87M
4
CCM
Cullen Capital Management
New York
-$1.87M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$2.03M -$11.1K -411 -0.6%
ClearBridge Investments
27
ClearBridge Investments
New York
$2.01M -$25.9K -963 -1%
Franklin Resources
28
Franklin Resources
California
$2.01M +$22K +818 +1%
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$1.9M +$137K +5,105 +8%
CGH
30
Crossmark Global Holdings
Texas
$1.82M -$102K -3,776 -5%
ANTB
31
AMG National Trust Bank
Colorado
$1.5M +$1.45M +53,750 New
FTDI
32
First Trust Direct Indexing
Massachusetts
$1.28M -$125K -4,642 -9%
OCBCO
33
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.23M +$1.19M +44,150 New
VPIM
34
Vanguard Personalized Indexing Management
California
$1.17M -$425K -15,781 -27%
State Street
35
State Street
Massachusetts
$1.11M – – –
S
36
SignatureFD
Georgia
$1.05M +$15.6K +581 +2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$1.03M – – –
LGF
38
LGT Group Foundation
Liechtenstein
$1.01M – – –
ERSOT
39
Employees Retirement System of Texas
Texas
$997K – – –
Creative Planning
40
Creative Planning
Kansas
$993K +$528K +19,599 +123%
QCG
41
Quadrant Capital Group
Ohio
$955K +$138K +5,135 +18%
Calamos Advisors
42
Calamos Advisors
Illinois
$880K – – –
GF
43
Gabelli Funds
New York
$854K -$41.2K -1,530 -5%
API
44
Advisor Partners II
California
$771K +$167K +6,190 +29%
GT
45
Greenleaf Trust
Michigan
$733K +$41.4K +1,536 +6%
BIP
46
Brandes Investment Partners
California
$705K -$6.5M -241,391 -91%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$699K -$33.9K -1,260 -5%
SIA
48
Schechter Investment Advisors
Michigan
$669K +$169K +6,271 +35%
HFS
49
Hantz Financial Services
Michigan
$667K +$6.19K +230 +1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$665K +$102K +3,783 +19%
1
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SHG Hedge Fund Activity: Q4 2022 in Review

145 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2022, worth a combined $330M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHG positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.31M. The largest seller was Brandes Investment Partners, cutting an estimated $6.5M.

  • 145 institutional investors held Shinhan Financial Group (SHG) as of Q4 2022, up from 132 in Q3 2022.
  • Funds reported $330M of Shinhan Financial Group stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 27 funds opened new Shinhan Financial Group positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q4 2022 was American Century Companies, an estimated $4.31M added.
  • The largest Shinhan Financial Group seller in Q4 2022 was Brandes Investment Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2022.