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Shinhan Financial Group
SHG

107 hedge funds and large institutions have $332M invested in Shinhan Financial Group in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $326M → $332M (+$6.08M)

0.19% more ownership

Funds ownership: 2.84% → 3.03% (+0.19%)

1% less funds holding

Funds holding: 108 → 107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$11.5M
2
CGH
Crossmark Global Holdings
Texas
+$7.44M
3
Northern Trust
Northern Trust
Illinois
+$5.65M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.95M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.58M
2
PPA
Parametric Portfolio Associates
Washington
-$3.77M
3
Morgan Stanley
Morgan Stanley
New York
-$2.17M
4
BIP
Brandes Investment Partners
California
-$1.78M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
76
Lindbrook Capital
California
$83K -$25.1K -998 -22%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$63K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$59K +$64.4K +2,557 New
BWP
79
Baldwin Wealth Partners
Massachusetts
$45K – – –
JWA
80
JFS Wealth Advisors
Pennsylvania
$42K +$7.98K +317 +21%
LSV Asset Management
81
LSV Asset Management
Illinois
$25K – – –
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$1.84K +73 +9%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$19.2K +$15.8K +627 +299%
VFA
84
Valeo Financial Advisors
Indiana
$18K +$12K +477 +156%
ASN
85
Advisory Services Network
Georgia
$18K +$19.3K +765 New
AF
86
Advisornet Financial
Minnesota
$13K +$14.2K +566 New
AIA
87
AGF Investments America
Ontario, Canada
$12K – – –
EWA
88
Evolution Wealth Advisors
Florida
$11K +$2.9K +115 +31%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$9K +$10.2K +407 New
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$8K – – –
GWS
91
Glassman Wealth Services
Virginia
$8K +$4.53K +180 +115%
BCA
92
Berman Capital Advisors
Georgia
$7K -$8.61K -342 -50%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
ABC
94
Associated Banc-Corp
Wisconsin
$4K – – –
EW
95
Evoke Wealth
California
$4K +$277 +11 +7%
CFA
96
Carroll Financial Associates
North Carolina
$4K +$1.11K +44 +28%
FFA
97
Founders Financial Alliance
North Carolina
$4K +$4.03K +160 New
FRA
98
Front Row Advisors
California
$3K – – –
PCG
99
Private Capital Group
Connecticut
$2K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$2K – – –
1 2 3
4
5

SHG Hedge Fund Activity: Q3 2020 in Review

107 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2020, worth a combined $332M — up 1.9% from $326M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHG positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $11.5M. The largest seller was Vanguard Group, cutting an estimated $5.58M.

  • 107 institutional investors held Shinhan Financial Group (SHG) as of Q3 2020, down from 108 in Q2 2020.
  • Funds reported $332M of Shinhan Financial Group stock for Q3 2020, up 1.9% quarter-over-quarter.
  • 15 funds opened new Shinhan Financial Group positions in Q3 2020 and 14 closed out, a net change of +1 holder.
  • The largest Shinhan Financial Group buyer in Q3 2020 was Pzena Investment Management, an estimated $11.5M added.
  • The largest Shinhan Financial Group seller in Q3 2020 was Vanguard Group, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.