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Shinhan Financial Group
SHG

95 hedge funds and large institutions have $414M invested in Shinhan Financial Group in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $381M → $414M (+$32.7M)

0.06% less ownership

Funds ownership: 2.45% → 2.39% (-0.06%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

4% less funds holding

Funds holding: 99 → 95 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
+$1.88M
2
Northern Trust
Northern Trust
Illinois
+$1.67M
3
OMC
Old Mission Capital
Illinois
+$1.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.08M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$990K

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$4.39M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.71M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.48M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.31M
5
Jane Street
Jane Street
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
51
American Trust Investment Advisors
New Hampshire
$466K – – –
Millennium Management
52
Millennium Management
New York
$463K -$1.34M -37,779 -75%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$440K -$107 -3 -0%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$410K -$16.5K -463 -4%
ANI
55
American National Insurance
Texas
$343K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$336K +$328K +9,221 New
Citigroup
57
Citigroup
New York
$319K -$15.2K -427 -5%
AAM
58
Augustine Asset Management
Florida
$317K – – –
Aviva
59
Aviva
United Kingdom
$295K +$7.82K +220 +3%
SCM
60
Stevens Capital Management
Pennsylvania
$281K -$72.9K -2,051 -21%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$274K +$267K +7,506 New
EA
62
Emerald Acquisition
Washington
$255K – – –
JP Morgan Chase
63
JP Morgan Chase
New York
$193K -$2.71M -76,188 -94%
US Bancorp
64
US Bancorp
Minnesota
$125K -$1.35K -38 -1%
MTB
65
Mizuho Trust & Banking
Japan
$96K +$19.6K +550 +27%
LSV Asset Management
66
LSV Asset Management
Illinois
$76K – – –
JWA
67
JFS Wealth Advisors
Pennsylvania
$70K – – –
S
68
SignatureFD
Georgia
$69K +$29K +816 +75%
JFA
69
JNBA Financial Advisors
Minnesota
$69K +$67.7K +1,905 New
CAW
70
Cornerstone Advisors (Washington)
Washington
$65K +$63.5K +1,786 New
DVM
71
Dreman Value Management
Florida
$41K – – –
GT
72
Glenmede Trust
Pennsylvania
$40K – – –
MFW
73
Mosaic Family Wealth
Missouri
$30K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$26K -$45.2K -1,272 -64%
PWM
75
Perigon Wealth Management
California
$18K +$17.9K +503 New
1 2
3
4 5

SHG Hedge Fund Activity: Q3 2016 in Review

95 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2016, worth a combined $414M — up 8.6% from $381M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SHG and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was Orbis Allan Gray, adding an estimated $1.88M. The largest seller was Credit Suisse, exiting entirely with an estimated $4.39M sold.

  • 95 institutional investors held Shinhan Financial Group (SHG) as of Q3 2016, down from 99 in Q2 2016.
  • Funds reported $414M of Shinhan Financial Group stock for Q3 2016, up 8.6% quarter-over-quarter.
  • 9 funds opened new Shinhan Financial Group positions in Q3 2016 and 11 closed out, a net change of -2 holders.
  • The largest Shinhan Financial Group buyer in Q3 2016 was Orbis Allan Gray, an estimated $1.88M added.
  • The largest Shinhan Financial Group seller in Q3 2016 was Credit Suisse, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2016.