We are live on ! Find out more
SHG icon

Shinhan Financial Group
SHG

98 hedge funds and large institutions have $447M invested in Shinhan Financial Group in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $414M → $447M (+$33.4M)

3% more funds holding

Funds holding: 95 → 98 (+3)

0.11% more ownership

Funds ownership: 2.39% → 2.5% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$7.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$6.84M
3
CS
Credit Suisse
Switzerland
+$6.75M
4
Bank of America
Bank of America
North Carolina
+$2.85M
5
PPA
Parametric Portfolio Associates
Washington
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.66M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.42M
3
BIP
Brandes Investment Partners
California
-$2.31M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$1.89M
5
AG
Aperio Group
California
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$16K +$648 +17 +4%
WC
77
Whitnell & Co
Illinois
$15K – – –
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$12.3K -$274K -7,180 -96%
IA
79
IFP Advisors
Florida
$11K -$953 -25 -8%
H
80
Hexavest
Quebec, Canada
$11K +$10.6K +279 New
PFBT
81
Parkside Financial Bank & Trust
Missouri
$10K – – –
CFA
82
Carroll Financial Associates
North Carolina
$9K – – –
EFSCE
83
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
LIA
84
LS Investment Advisors
Michigan
$8K – – –
TDC
85
Thompson Davis & Co
Virginia
$8K – – –
DVM
86
Dreman Value Management
Florida
$6K -$37.5K -983 -86%
WA
87
Winfield Associates
Ohio
$5K +$762 +20 +17%
YWP
88
YorkBridge Wealth Partners
New York
$5K +$5.57K +146 New
FPFS
89
First Personal Financial Services
North Carolina
$4K – – –
AssetMark Inc
90
AssetMark Inc
California
$4K +$191 +5 +4%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$4K +$2.29K +60 +150%
PA
92
Parallel Advisors
California
$4K +$3.85K +101 New
FHA
93
First Horizon Advisors
Tennessee
$3K – – –
NSIM
94
North Star Investment Management
Illinois
$3K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$3K +$686 +18 +34%
AAP
96
Arax Advisory Partners
Colorado
$3K +$3.13K +82 New
Bessemer Group
97
Bessemer Group
New Jersey
$2K -$7.36K -193 -78%
OMC
98
Old Mission Capital
Illinois
– -$2.66M -73,106 Closed
Nomura Asset Management
99
Nomura Asset Management
Japan
– -$1.89M -51,900 Closed
NAM
100
NorthCoast Asset Management
Connecticut
– -$1.39M -38,242 Closed
1 2 3
4
5

SHG Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2016, worth a combined $447M — up 8.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $7.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.66M sold.

  • 98 institutional investors held Shinhan Financial Group (SHG) as of Q4 2016, up from 95 in Q3 2016.
  • Funds reported $447M of Shinhan Financial Group stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 16 funds opened new Shinhan Financial Group positions in Q4 2016 and 11 closed out, a net change of +5 holders.
  • The largest Shinhan Financial Group buyer in Q4 2016 was Northern Trust, an estimated $7.6M added.
  • The largest Shinhan Financial Group seller in Q4 2016 was Old Mission Capital, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2016.