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Shinhan Financial Group
SHG

109 hedge funds and large institutions have $572M invested in Shinhan Financial Group in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

0.13% more ownership

Funds ownership: 2.72% → 2.85% (+0.13%)

5% less capital invested

Capital invested by funds: $599M → $572M (-$27.3M)

2% less funds holding

Funds holding: 111 → 109 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
42
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$8.03M
2
Deutsche Bank
Deutsche Bank
Germany
+$5.36M
3
Bank of America
Bank of America
North Carolina
+$4.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$3.54M
5
BlackRock
BlackRock
New York
+$3.2M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.24M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.86M
5
Goldman Sachs
Goldman Sachs
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2K – – –
LFA
102
Legacy Financial Advisors
Kentucky
$2K – – –
Nomura Holdings
103
Nomura Holdings
Japan
$1.38K +$1.48M +32,704 New
GFP
104
Gryphon Financial Partners
Ohio
$1K – – –
SWM
105
SeaCrest Wealth Management
New York
$1K – – –
CIP
106
Convergence Investment Partners
Florida
$1K +$953 +21 New
ASN
107
Advisory Services Network
Georgia
$1K +$1.36K +30 New
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
– -$10.9M -235,104 Closed
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
– -$2.97M -63,977 Closed
Millennium Management
110
Millennium Management
New York
– -$1.18M -25,402 Closed
Two Sigma Investments
111
Two Sigma Investments
New York
– -$952K -20,508 Closed
CS
112
Candriam SCA
Luxembourg
– -$623K -13,425 Closed
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
– -$405K -8,741 Closed
MWNA
114
Marshall Wace North America
New York
– -$225K -4,858 Closed
IWP
115
Icon Wealth Partners
Texas
– -$91K -1,958 Closed
CMO
116
Covenant Multifamily Offices
Texas
– -$31K -665 Closed
II
117
Inspire Investing
Idaho
– -$27K -587 Closed
WA
118
Winfield Associates
Ohio
– -$7K -145 Closed
PWM
119
Paulson Wealth Management
Illinois
– -$5K -101 Closed
STA
120
Summit Trail Advisors
New York
– -$4K -84 Closed
RPC
121
Rossmore Private Capital
Connecticut
– -$3.71K -80 Closed
Bessemer Group
122
Bessemer Group
New Jersey
– -$3K -62 Closed
DCM
123
Delpha Capital Management
New York
– -$3K -57 Closed
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
– -$2K -40 Closed
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
– -$1K -20 Closed
2 3 4
5
6

SHG Hedge Fund Activity: Q1 2018 in Review

109 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2018, worth a combined $572M — down 4.6% from $599M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SHG and 16 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 42 added.

The largest buyer was Lazard Asset Management, adding an estimated $8.03M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $10.9M sold.

  • 109 institutional investors held Shinhan Financial Group (SHG) as of Q1 2018, down from 111 in Q4 2017.
  • Funds reported $572M of Shinhan Financial Group stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 16 funds opened new Shinhan Financial Group positions in Q1 2018 and 18 closed out, a net change of -2 holders.
  • The largest Shinhan Financial Group buyer in Q1 2018 was Lazard Asset Management, an estimated $8.03M added.
  • The largest Shinhan Financial Group seller in Q1 2018 was Arrowstreet Capital, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.