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Shinhan Financial Group
SHG

163 hedge funds and large institutions have $497M invested in Shinhan Financial Group in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $379M → $497M (+$119M)

4% more funds holding

Funds holding: 157 → 163 (+6)

0.36% more ownership

Funds ownership: 2.77% → 3.14% (+0.36%)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
56
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Lazard Asset Management
Lazard Asset Management
New York
+$4.74M
3
BIP
Brandes Investment Partners
California
+$4.68M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
+$2.08M
5
American Century Companies
American Century Companies
Missouri
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$2.05M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.09M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.05M
4
Millennium Management
Millennium Management
New York
-$992K
5
Renaissance Technologies
Renaissance Technologies
New York
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
76
Quantinno Capital Management
New York
$425K +$30.3K +1,102 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$425K – – –
PP
78
PDS Planning
Ohio
$419K +$5.53K +201 +1%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$416K -$55 -2 -0%
VSQM
80
V-Square Quantitative Management
Illinois
$384K +$343K +12,469 New
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$362K – – –
IAS
82
Insigneo Advisory Services
Florida
$357K +$55 +2 +0%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$356K +$104K +3,772 +48%
SGI
84
Summit Global Investments
Utah
$340K +$36.5K +1,327 +14%
LSV Asset Management
85
LSV Asset Management
Illinois
$336K – – –
SSA
86
Schonfeld Strategic Advisors
New York
$336K -$283K -10,300 -49%
Geode Capital Management
87
Geode Capital Management
Massachusetts
$335K -$36.7K -1,335 -11%
State Street
88
State Street
Massachusetts
$333K -$24.3K -883 -8%
APCM
89
Arbiter Partners Capital Management
New York
$326K – – –
AFG
90
Atomi Financial Group
New York
$326K +$291K +10,578 New
BWP
91
BSW Wealth Partners
Colorado
$325K +$72.7K +2,645 +33%
Renaissance Technologies
92
Renaissance Technologies
New York
$317K -$764K -27,800 -73%
BTI
93
Blue Trust Inc
Georgia
$314K +$23.7K +863 +8%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$312K -$8.28K -301 -3%
AWM
95
Aprio Wealth Management
Georgia
$288K +$25.3K +920 +11%
PA
96
Parallel Advisors
California
$286K -$1.95K -71 -0.8%
SCP
97
Sivia Capital Partners
California
$279K +$249K +9,061 New
GAM
98
Groupama Asset Management
France
$278K +$248K +9,019 New
UCFA
99
United Capital Financial Advisors
Texas
$274K +$245K +8,899 New
Citigroup
100
Citigroup
New York
$274K -$14.7K -535 -6%
2 3
4
5 6

SHG Hedge Fund Activity: Q4 2023 in Review

163 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2023, worth a combined $497M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 16 closed out — a net gain of 7 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $2.05M sold.

  • 163 institutional investors held Shinhan Financial Group (SHG) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $497M of Shinhan Financial Group stock for Q4 2023, up 31% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q4 2023 and 16 closed out, a net change of +7 holders.
  • The largest Shinhan Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest Shinhan Financial Group seller in Q4 2023 was Silvercrest Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2023.