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Shinhan Financial Group
SHG

145 hedge funds and large institutions have $330M invested in Shinhan Financial Group in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

10% more funds holding

Funds holding: 132 → 145 (+13)

9% more capital invested

Capital invested by funds: $303M → $330M (+$26.6M)

0.07% more ownership

Funds ownership: 2.58% → 2.64% (+0.07%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
43
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$4.31M
2
Goldman Sachs
Goldman Sachs
New York
+$4.2M
3
BlackRock
BlackRock
New York
+$3.81M
4
Pzena Investment Management
Pzena Investment Management
New York
+$3.7M
5
Morgan Stanley
Morgan Stanley
New York
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$6.5M
2
Marshall Wace
Marshall Wace
United Kingdom
-$2.54M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.87M
4
CCM
Cullen Capital Management
New York
-$1.87M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
76
West Family Investments
California
$401K -$371K -13,759 -49%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$401K +$386K +14,345 New
Geode Capital Management
78
Geode Capital Management
Massachusetts
$398K -$3.1K -115 -0.8%
BWP
79
BSW Wealth Partners
Colorado
$370K -$22.7K -844 -6%
JP Morgan Chase
80
JP Morgan Chase
New York
$362K +$230K +8,550 +194%
CG
81
Caprock Group
Idaho
$356K -$151K -5,590 -30%
HJIM
82
Henry James International Management
New York
$348K -$2.29K -85 -0.7%
AIM
83
Aigen Investment Management
New York
$326K +$315K +11,680 New
SEI Investments
84
SEI Investments
Pennsylvania
$318K +$36.6K +1,360 +14%
Comerica Bank
85
Comerica Bank
Texas
$305K -$1.32K -49 -0.6%
LSV Asset Management
86
LSV Asset Management
Illinois
$304K – – –
SGA
87
Strategic Global Advisors
California
$301K – – –
Corient Private Wealth
88
Corient Private Wealth
Florida
$294K +$283K +10,514 New
PA
89
Profund Advisors
Maryland
$279K +$269K +9,996 New
SGI
90
Summit Global Investments
Utah
$276K – – –
PA
91
Parallel Advisors
California
$267K -$6.33K -235 -2%
Fisher Asset Management
92
Fisher Asset Management
Washington
$266K +$1.16K +43 +0.5%
SBH
93
Segall Bryant & Hamill
Illinois
$262K – – –
Citigroup
94
Citigroup
New York
$257K -$118K -4,370 -32%
SW
95
SVB Wealth
Massachusetts
$252K +$243K +9,010 New
BP
96
Ballentine Partners
Massachusetts
$251K +$242K +8,989 New
YCM
97
Yousif Capital Management
Michigan
$239K +$231K +8,568 New
PP
98
PDS Planning
Ohio
$218K +$210K +7,806 New
M&T Bank
99
M&T Bank
New York
$216K +$209K +7,742 New
Barclays
100
Barclays
United Kingdom
$209K – – –
2 3
4
5 6

SHG Hedge Fund Activity: Q4 2022 in Review

145 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2022, worth a combined $330M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHG positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.31M. The largest seller was Brandes Investment Partners, cutting an estimated $6.5M.

  • 145 institutional investors held Shinhan Financial Group (SHG) as of Q4 2022, up from 132 in Q3 2022.
  • Funds reported $330M of Shinhan Financial Group stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 27 funds opened new Shinhan Financial Group positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q4 2022 was American Century Companies, an estimated $4.31M added.
  • The largest Shinhan Financial Group seller in Q4 2022 was Brandes Investment Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2022.