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Shinhan Financial Group

77 hedge funds and large institutions have $439M invested in Shinhan Financial Group in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 7677 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

4% more capital invested

Capital invested by funds: $421M → $439M (+$17.8M)

0% less ownership

Funds ownership: 2.02%2.02% (-0%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
51
American National Insurance
Texas
$431K
Aviva
52
Aviva
United Kingdom
$413K
PI
53
Placemark Investments
Illinois
$410K -$77K -1,725 -16%
Daiwa Securities Group
54
Daiwa Securities Group
Japan
$330K -$44.7K -1,000 -12%
HTHT
55
Hemenway Trust Hemenway Trust
New Hampshire
$312K
AA
56
ALPS Advisors
Colorado
$251K -$1.79K -40 -0.7%
Verition Fund Management
57
Verition Fund Management
Connecticut
$250K +$243K +5,452 New
Ameriprise
58
Ameriprise
Minnesota
$236K +$77.4K +1,734 +51%
SCM
59
Stevens Capital Management
Pennsylvania
$213K +$208K +4,654 New
CCA
60
Checchi Capital Advisers
California
$208K +$202K +4,530 New
US Bancorp
61
US Bancorp
Minnesota
$103K +$24K +538 +31%
Federated Hermes
62
Federated Hermes
Pennsylvania
$83K +$80.4K +1,800 New
DVM
63
Dreman Value Management
Florida
$64K +$10.2K +229 +20%
H
64
Hexavest
Quebec, Canada
$48K -$14.3K -321 -23%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$33K +$1.29K +29 +4%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$30K
JWA
67
JFS Wealth Advisors
Pennsylvania
$17K +$16.1K +360 New
AIG
68
American International Group
New York
$16.8K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$13K +$12.2K +273 New
LIA
70
LS Investment Advisors
Michigan
$9K
GSC
71
Ground Swell Capital
South Carolina
$9K +$8.93K +200 New
FHA
72
First Horizon Advisors
Tennessee
$8K +$3.13K +70 +66%
Barclays
73
Barclays
United Kingdom
$5K -$11K -246 -66%
Creative Planning
74
Creative Planning
Kansas
$5K
OA
75
OFI Advisors
Pennsylvania
$4K -$313 -7 -7%

SHG Hedge Fund Activity: Q2 2014 in Review

77 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2014, worth a combined $439M — up 4.2% from $421M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHG positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $3.71M. The largest seller was UBS AM, exiting entirely with an estimated $7.64M sold.

  • 77 institutional investors held Shinhan Financial Group (SHG) as of Q2 2014, up from 76 in Q1 2014.
  • Funds reported $439M of Shinhan Financial Group stock for Q2 2014, up 4.2% quarter-over-quarter.
  • 10 funds opened new Shinhan Financial Group positions in Q2 2014 and 9 closed out, a net change of +1 holder.
  • The largest Shinhan Financial Group buyer in Q2 2014 was Trinity Street Asset Management, an estimated $3.71M added.
  • The largest Shinhan Financial Group seller in Q2 2014 was UBS AM, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2014.