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Shinhan Financial Group

140 hedge funds and large institutions have $382M invested in Shinhan Financial Group in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 136140 (+4)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $378M → $382M (+$4.06M)

0.04% more ownership

Funds ownership: 2.78%2.83% (+0.04%)

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$760K +$98.1K +3,686 +14%
GT
52
Greenleaf Trust
Michigan
$719K -$2.4K -90 -0.3%
NW
53
NewEdge Wealth
Pennsylvania
$714K +$290K +10,896 +66%
Corient Private Wealth
54
Corient Private Wealth
Florida
$686K +$205K +7,704 +41%
HFS
55
Hantz Financial Services
Michigan
$660K +$27.4K +1,029 +4%
SIA
56
Schechter Investment Advisors
Michigan
$645K +$27.9K +1,048 +4%
State Street
57
State Street
Massachusetts
$630K -$441K -16,561 -41%
SFA
58
Sequoia Financial Advisors
Ohio
$608K +$70.4K +2,647 +13%
Ameriprise
59
Ameriprise
Minnesota
$587K -$14.9K -560 -2%
Invesco
60
Invesco
Georgia
$582K -$42.5K -1,596 -7%
DCM
61
DGS Capital Management
New Jersey
$580K +$156K +5,858 +36%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$559K +$113K +4,254 +25%
Axa
63
Axa
France
$558K
Cerity Partners
64
Cerity Partners
New York
$509K -$25.3K -950 -5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$480K +$68.2K +2,562 +16%
CAM
66
Cresset Asset Management
Illinois
$454K +$464K +17,429 New
BCAM
67
Boston Common Asset Management
Massachusetts
$427K -$958 -36 -0.2%
SO
68
STRS Ohio
Ohio
$424K
LWAM
69
Legacy Wealth Asset Management
Minnesota
$424K +$7.45K +280 +2%
BP
70
Ballentine Partners
Massachusetts
$407K +$156K +5,875 +60%
Grantham, Mayo, Van Otterloo & Co (GMO)
71
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$390K -$40.8K -1,532 -9%
CG
72
Caprock Group
Idaho
$373K -$14.2K -533 -4%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$352K -$41.5K -1,559 -10%
BWP
74
BSW Wealth Partners
Colorado
$338K -$11.3K -424 -3%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$335K -$82K -3,080 -19%

SHG Hedge Fund Activity: Q2 2023 in Review

140 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2023, worth a combined $382M — up 1.1% from $378M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHG positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.3M. The largest seller was Goldman Sachs, cutting an estimated $10.1M.

  • 140 institutional investors held Shinhan Financial Group (SHG) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $382M of Shinhan Financial Group stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 14 funds opened new Shinhan Financial Group positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2023 was Lazard Asset Management, an estimated $22.3M added.
  • The largest Shinhan Financial Group seller in Q2 2023 was Goldman Sachs, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.