We are live on ! Find out more
SHG icon

Shinhan Financial Group

163 hedge funds and large institutions have $497M invested in Shinhan Financial Group in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $379M → $497M (+$119M)

4% more funds holding

Funds holding: 157163 (+6)

0.36% more ownership

Funds ownership: 2.77%3.14% (+0.36%)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
56
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
26
B. Metzler seel. Sohn & Co
Germany
$2.69M +$2.08M +75,500 +641%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$2.62M +$148K +5,385 +7%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.14M -$49.8K -1,811 -3%
Creative Planning
29
Creative Planning
Kansas
$2.09M +$463K +16,847 +33%
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$2.04M -$36.1K -1,313 -2%
RWM
31
Ritholtz Wealth Management
New York
$1.93M +$386K +14,025 +29%
NW
32
NewEdge Wealth
Pennsylvania
$1.88M +$623K +22,677 +59%
CGH
33
Crossmark Global Holdings
Texas
$1.78M -$14.8K -540 -0.9%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$1.77M -$255K -9,277 -14%
VPIM
35
Vanguard Personalized Indexing Management
California
$1.67M -$40.2K -1,463 -3%
GC
36
Guggenheim Capital
Illinois
$1.59M +$176K +6,403 +14%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.55M -$115K -4,185 -7%
OPS
38
Orion Portfolio Solutions
Nebraska
$1.55M -$115K -4,185 -7%
VA
39
Vident Advisory
Georgia
$1.54M +$5.88K +214 +0.4%
FTDI
40
First Trust Direct Indexing
Massachusetts
$1.53M -$123K -4,467 -8%
OCBCO
41
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M
LWAM
42
Legacy Wealth Asset Management
Minnesota
$1.21M -$6.05K -220 -0.6%
QCG
43
Quadrant Capital Group
Ohio
$1.15M +$140K +5,108 +16%
Mariner
44
Mariner
Kansas
$1.12M +$73.8K +2,683 +8%
S
45
SignatureFD
Georgia
$1.11M -$10.6K -384 -1%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$1.11M +$990K +36,028 New
ERSOT
47
Employees Retirement System of Texas
Texas
$1.1M
UBS Group
48
UBS Group
Switzerland
$1.09M +$9.38K +341 +1%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.05M +$319K +11,613 +52%
LGF
50
LGT Group Foundation
Liechtenstein
$1.03M -$26.1K -950 -3%

SHG Hedge Fund Activity: Q4 2023 in Review

163 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2023, worth a combined $497M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 16 closed out — a net gain of 7 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $2.05M sold.

  • 163 institutional investors held Shinhan Financial Group (SHG) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $497M of Shinhan Financial Group stock for Q4 2023, up 31% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q4 2023 and 16 closed out, a net change of +7 holders.
  • The largest Shinhan Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest Shinhan Financial Group seller in Q4 2023 was Silvercrest Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2023.