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.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 76 → 77 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSAM
Trinity Street Asset Management
London,
United Kingdom
|
+$3.71M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.69M |
| 3 |
Lazard Asset Management
New York
|
+$2.38M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.97M |
| 5 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$7.64M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.8M |
| 4 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$2.32M |
| 5 |
DC
Deere & Company
Moline,
Illinois
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
76
Partnervest Advisory Services
Santa Barbara,
California
| $3K | – | – | – |
|
|
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $2K | – | – | – |
|
|
78
UBS AM
Chicago,
Illinois
| – | -$7.64M | -173,750 | Closed |
|
|
DC
79
Deere & Company
Moline,
Illinois
| – | -$1.07M | -24,367 | Closed |
|
80
Arrowstreet Capital
Boston,
Massachusetts
| – | -$629K | -14,316 | Closed |
|
81
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$410K | -9,340 | Closed |
|
|
PP
82
PDT Partners
New York
| – | -$374K | -8,519 | Closed |
|
83
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$214K | -4,880 | Closed |
|
|
LTFS
84
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$11K | -250 | Closed |
|
|
TRCT
85
Tower Research Capital (TRC)
New York
| – | -$9K | -200 | Closed |
|
|
S
86
SignatureFD
Atlanta,
Georgia
| – | -$2K | -50 | Closed |
|
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.