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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
Deutsche Bank
76
Deutsche Bank
Germany
$190K – – –
PA
77
Parallel Advisors
California
$173K +$4.63K +125 +3%
CAW
78
Cornerstone Advisors (Washington)
Washington
$162K +$39.5K +1,068 +34%
TRCT
79
Tower Research Capital (TRC)
New York
$158K +$154K +4,151 New
AG
80
Advisor Group
Arizona
$150K +$25.9K +699 +21%
QCMC
81
Quantum Capital Management (California)
California
$122K -$1.89K -51 -2%
JP Morgan Chase
82
JP Morgan Chase
New York
$120K -$2.14M -57,801 -95%
GT
83
Glenmede Trust
Pennsylvania
$109K +$28.7K +776 +37%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$103K – – –
LC
85
Lindbrook Capital
California
$84K +$51.8K +1,398 +174%
MS
86
Mizuho Securities
Japan
$76K – – –
H
87
Hexavest
Quebec, Canada
$69K -$250K -6,750 -79%
BWP
88
Baldwin Wealth Partners
Massachusetts
$69K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$66K +$12.7K +342 +24%
JWA
90
JFS Wealth Advisors
Pennsylvania
$55K – – –
MIP
91
Mondrian Investment Partners
United Kingdom
$47K – – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$46.3K – – –
FGAM
93
Financial Gravity Asset Management
Texas
$38K – – –
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$26K +$1.04K +28 +4%
EFSCE
95
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$5.7K +154 +60%
LWM
96
Lenox Wealth Management
Ohio
$11K +$2.26K +61 +28%
BCA
97
Berman Capital Advisors
Georgia
$9K -$852 -23 -9%
KPW
98
Kore Private Wealth
New York
$7K +$7.07K +191 New
PFBT
99
Parkside Financial Bank & Trust
Missouri
$6K -$3.74K -101 -39%
CFA
100
Carroll Financial Associates
North Carolina
$6K – – –
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.