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Shinhan Financial Group

140 hedge funds and large institutions have $382M invested in Shinhan Financial Group in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 136140 (+4)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $378M → $382M (+$4.06M)

0.04% more ownership

Funds ownership: 2.78%2.83% (+0.04%)

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$1.92M +$171K +6,423 +10%
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$1.87M +$10.2K +382 +0.5%
ClearBridge Investments
28
ClearBridge Investments
New York
$1.84M -$985 -37 -0.1%
CGH
29
Crossmark Global Holdings
Texas
$1.65M -$84.1K -3,161 -5%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.59M -$1.84K -69 -0.1%
OPS
31
Orion Portfolio Solutions
Nebraska
$1.59M -$1.84K -69 -0.1%
FTDI
32
First Trust Direct Indexing
Massachusetts
$1.34M +$216K +8,132 +19%
Creative Planning
33
Creative Planning
Kansas
$1.2M +$122K +4,576 +11%
VPIM
34
Vanguard Personalized Indexing Management
California
$1.18M +$79.9K +3,001 +7%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.15M
RWM
36
Ritholtz Wealth Management
New York
$1.14M +$662K +24,888 +131%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.01M +$1.03M +38,663 New
Marshall Wace
38
Marshall Wace
United Kingdom
$992K -$924K -34,725 -48%
S
39
SignatureFD
Georgia
$964K -$852 -32 -0.1%
UBS Group
40
UBS Group
Switzerland
$961K +$384K +14,418 +64%
QCG
41
Quadrant Capital Group
Ohio
$955K +$161K +6,059 +20%
LGF
42
LGT Group Foundation
Liechtenstein
$945K
ERSOT
43
Employees Retirement System of Texas
Texas
$930K
GC
44
Guggenheim Capital
Illinois
$923K +$357K +13,421 +61%
VIA
45
Vident Investment Advisory
Georgia
$894K +$129K +4,840 +16%
US Bancorp
46
US Bancorp
Minnesota
$883K -$775K -29,128 -46%
GF
47
Gabelli Funds
New York
$838K +$95.8K +3,600 +13%
API
48
Advisor Partners II
California
$830K -$52.7K -1,982 -6%
Calamos Advisors
49
Calamos Advisors
Illinois
$820K -$1.62K -61 -0.2%
Franklin Resources
50
Franklin Resources
California
$764K -$40.6K -1,524 -5%

SHG Hedge Fund Activity: Q2 2023 in Review

140 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2023, worth a combined $382M — up 1.1% from $378M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHG positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.3M. The largest seller was Goldman Sachs, cutting an estimated $10.1M.

  • 140 institutional investors held Shinhan Financial Group (SHG) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $382M of Shinhan Financial Group stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 14 funds opened new Shinhan Financial Group positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2023 was Lazard Asset Management, an estimated $22.3M added.
  • The largest Shinhan Financial Group seller in Q2 2023 was Goldman Sachs, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.