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Shinhan Financial Group
SHG

114 hedge funds and large institutions have $459M invested in Shinhan Financial Group in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $433M → $459M (+$26.1M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.07% less ownership

Funds ownership: 2.61% → 2.54% (-0.07%)

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$3.86M
2
Morgan Stanley
Morgan Stanley
New York
+$3.16M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$2.84M
4
PPA
Parametric Portfolio Associates
Washington
+$2.26M
5
Goldman Sachs
Goldman Sachs
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.87M
2
BlackRock
BlackRock
New York
-$5.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.96M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.14M
5
Invesco
Invesco
Georgia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Profund Advisors
Maryland
$544K +$213K +5,749 +67%
US Bancorp
52
US Bancorp
Minnesota
$464K +$125K +3,375 +38%
BSAM
53
Blue Square Asset Management
New York
$432K +$202K +5,446 +92%
AAM
54
Augustine Asset Management
Florida
$427K – – –
OAM
55
Oppenheimer Asset Management
New York
$418K -$32.9K -889 -7%
LSV Asset Management
56
LSV Asset Management
Illinois
$395K – – –
Ameriprise
57
Ameriprise
Minnesota
$394K +$149K +4,036 +64%
ACA
58
Atlas Capital Advisors
Wyoming
$377K -$32.5K -878 -8%
DTL
59
Dynamic Technology Lab
Singapore
$369K +$359K +9,682 New
GF
60
Gabelli Funds
New York
$365K +$48.1K +1,300 +16%
S
61
SignatureFD
Georgia
$344K +$170K +4,591 +104%
GC
62
Guggenheim Capital
Illinois
$333K +$324K +8,738 New
American Century Companies
63
American Century Companies
Missouri
$333K +$324K +8,748 New
Stifel Financial
64
Stifel Financial
Missouri
$328K +$39.2K +1,059 +14%
CCP
65
Corient Capital Partners
California
$310K +$46K +1,241 +18%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$294K -$1.22M -32,878 -81%
CSS
67
Cubist Systematic Strategies
Connecticut
$294K +$286K +7,723 New
PAG
68
Private Advisor Group
New Jersey
$253K +$3.89K +105 +2%
M&T Bank
69
M&T Bank
New York
$245K +$8.74K +236 +4%
AssetMark Inc
70
AssetMark Inc
California
$243K -$65.9K -1,780 -22%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$243K +$237K +6,390 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$234K +$40.3K +1,089 +21%
Citadel Advisors
73
Citadel Advisors
Florida
$228K -$672K -18,146 -75%
AP
74
Advisor Partners
California
$222K +$231K +6,251 New
UCFA
75
United Capital Financial Advisors
Texas
$202K +$196K +5,295 New
1 2
3
4 5

SHG Hedge Fund Activity: Q4 2019 in Review

114 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2019, worth a combined $459M — up 6% from $433M a quarter earlier.

Fund positioning in SHG was balanced in Q4 2019: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 33 trimmed.

The largest buyer was Aperio Group, adding an estimated $3.86M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.87M sold.

  • 114 institutional investors held Shinhan Financial Group (SHG) as of Q4 2019, down from 116 in Q3 2019.
  • Funds reported $459M of Shinhan Financial Group stock for Q4 2019, up 6% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q4 2019 and 12 closed out, a net change of 0 holders.
  • The largest Shinhan Financial Group buyer in Q4 2019 was Aperio Group, an estimated $3.86M added.
  • The largest Shinhan Financial Group seller in Q4 2019 was Credit Suisse, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2019.