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Shinhan Financial Group
SHG

156 hedge funds and large institutions have $379M invested in Shinhan Financial Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

12% more funds holding

Funds holding: 139 → 156 (+17)

0.05% less ownership

Funds ownership: 2.83% → 2.77% (-0.05%)

1% less capital invested

Capital invested by funds: $382M → $379M (-$3.17M)

33% less call options, than puts

Call options by funds: $16K | Put options by funds: $24K

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
44
Closed
5
Calls
$16K
Puts
$24K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.54M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$1.53M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.2M
5
American Century Companies
American Century Companies
Missouri
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$22.1M
2
BlackRock
BlackRock
New York
-$4.62M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$710K
4
Marshall Wace
Marshall Wace
United Kingdom
-$710K
5
Bank of America
Bank of America
North Carolina
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$2.05M +$19.3K +721 +0.9%
ClearBridge Investments
27
ClearBridge Investments
New York
$1.89M +$22.4K +835 +1%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$1.79M -$111K -4,129 -6%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.76M -$710K -26,487 -29%
CGH
30
Crossmark Global Holdings
Texas
$1.56M -$29.1K -1,087 -2%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.56M -$58.8K -2,191 -4%
OPS
32
Orion Portfolio Solutions
Nebraska
$1.56M -$58.8K -2,191 -4%
VPIM
33
Vanguard Personalized Indexing Management
California
$1.47M +$275K +10,257 +23%
FTDI
34
First Trust Direct Indexing
Massachusetts
$1.44M +$72.4K +2,699 +5%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.42M +$1.44M +53,673 New
Creative Planning
36
Creative Planning
Kansas
$1.36M +$137K +5,108 +11%
VA
37
Vident Advisory
Georgia
$1.32M +$1.34M +49,916 New
RWM
38
Ritholtz Wealth Management
New York
$1.29M +$132K +4,904 +11%
GC
39
Guggenheim Capital
Illinois
$1.2M +$265K +9,870 +28%
OCBCO
40
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.17M – – –
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.09M +$1.11M +41,297 New
LWAM
42
Legacy Wealth Asset Management
Minnesota
$1.05M +$625K +23,314 +143%
API
43
Advisor Partners II
California
$1.02M +$180K +6,704 +21%
NW
44
NewEdge Wealth
Pennsylvania
$1.01M +$292K +10,899 +40%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.01M +$1.02M +38,100 New
Millennium Management
46
Millennium Management
New York
$992K +$1M +37,443 New
S
47
SignatureFD
Georgia
$967K -$13K -484 -1%
ERSOT
48
Employees Retirement System of Texas
Texas
$946K – – –
UBS Group
49
UBS Group
Switzerland
$926K -$51.7K -1,927 -5%
Mariner
50
Mariner
Kansas
$891K +$120K +4,478 +15%
1
2
3 4 5

SHG Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2023, worth a combined $379M — down 0.83% from $382M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 5 closed out — a net gain of 18 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.54M. The largest seller was Lazard Asset Management, cutting an estimated $22.1M.

  • 156 institutional investors held Shinhan Financial Group (SHG) as of Q3 2023, up from 139 in Q2 2023.
  • Funds reported $379M of Shinhan Financial Group stock for Q3 2023, down 0.83% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q3 2023 and 5 closed out, a net change of +18 holders.
  • The largest Shinhan Financial Group buyer in Q3 2023 was Morgan Stanley, an estimated $3.54M added.
  • The largest Shinhan Financial Group seller in Q3 2023 was Lazard Asset Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2023.