Shinhan Financial Group
SHG
127 hedge funds and large institutions have $463M invested in Shinhan Financial Group in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
13% more funds holding
Funds holding: 112 → 127 (+15)
0.08% less ownership
Funds ownership: 2.84% → 2.76% (-0.08%)
14% less capital invested
Capital invested by funds: $541M → $463M (-$78M)
30% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$12.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.39M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.88M |
| 5 |
Morgan Stanley
New York
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.2M |
| 2 |
BlackRock
New York
|
-$9.14M |
| 3 |
Lazard Asset Management
New York
|
-$8.21M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.89M |
| 5 |
Goldman Sachs
New York
|
-$3.58M |
SHG Hedge Fund Activity: Q4 2018 in Review
127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2018, worth a combined $463M — down 14% from $541M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SHG positions and 17 closed out — a net gain of 16 holders — while 30 added to existing stakes and 43 trimmed.
The largest buyer was Charles Schwab, adding an estimated $12.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $15.2M sold.
- 127 institutional investors held Shinhan Financial Group (SHG) as of Q4 2018, up from 112 in Q3 2018.
- Funds reported $463M of Shinhan Financial Group stock for Q4 2018, down 14% quarter-over-quarter.
- 33 funds opened new Shinhan Financial Group positions in Q4 2018 and 17 closed out, a net change of +16 holders.
- The largest Shinhan Financial Group buyer in Q4 2018 was Charles Schwab, an estimated $12.5M added.
- The largest Shinhan Financial Group seller in Q4 2018 was Credit Suisse, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2018.