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Shinhan Financial Group
SHG

111 hedge funds and large institutions have $519M invested in Shinhan Financial Group in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 109 → 111 (+2)

0.01% less ownership

Funds ownership: 2.85% → 2.85% (-0.01%)

9% less capital invested

Capital invested by funds: $572M → $519M (-$52.7M)

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
42
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.32M
2
CS
Credit Suisse
Switzerland
+$3.66M
3
Northern Trust
Northern Trust
Illinois
+$2.94M
4
PPA
Parametric Portfolio Associates
Washington
+$2.58M
5
AG
Aperio Group
California
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.05M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.32M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.84M
4
Deutsche Bank
Deutsche Bank
Germany
-$2.83M
5
H
Hexavest
Quebec, Canada
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
101
Legacy Financial Advisors
Kentucky
$2K – – –
LWM
102
Lenox Wealth Management
Ohio
$2K +$2.22K +52 New
ASN
103
Advisory Services Network
Georgia
$1K – – –
GFP
104
Gryphon Financial Partners
Ohio
$1K – – –
SWM
105
SeaCrest Wealth Management
New York
$1K – – –
JA
106
JOYN Advisors
Georgia
$1K +$640 +15 New
TWA
107
TCI Wealth Advisors
Arizona
$1K +$1.07K +25 New
FRA
108
Front Row Advisors
California
$4 – – –
Renaissance Technologies
109
Renaissance Technologies
New York
– -$2.84M -66,900 Closed
Jane Street
110
Jane Street
New York
– -$1.04M -24,514 Closed
GC
111
Guggenheim Capital
Illinois
– -$217K -5,110 Closed
ARTA
112
A.R.T. Advisors
New York
– -$207K -4,895 Closed
GT
113
Glenmede Trust
Pennsylvania
– -$143K -3,110 Closed
HFP
114
Holistic Financial Partners
Indiana
– -$58K -1,371 Closed
SWP
115
Stratos Wealth Partners
Ohio
– -$20K -476 Closed
WDL
116
Well Done LLC
Michigan
– -$9K -202 Closed
PFO
117
Pathstone Family Office
New Jersey
– -$3K -70 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
– -$2K -42 Closed
CIP
119
Convergence Investment Partners
Florida
– -$1K -21 Closed
CF
120
Centaurus Financial
California
– +$43 +1 New
FGAM
121
Financial Gravity Asset Management
Texas
– +$128 +3 +50%
AC
122
Avestar Capital
New York
– +$1.02K +24 New
1 2 3 4
5

SHG Hedge Fund Activity: Q2 2018 in Review

111 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2018, worth a combined $519M — down 9.2% from $572M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHG positions and 11 closed out — a net gain of 4 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was BlackRock, cutting an estimated $7.05M.

  • 111 institutional investors held Shinhan Financial Group (SHG) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $519M of Shinhan Financial Group stock for Q2 2018, down 9.2% quarter-over-quarter.
  • 15 funds opened new Shinhan Financial Group positions in Q2 2018 and 11 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2018 was Bank of America, an estimated $6.32M added.
  • The largest Shinhan Financial Group seller in Q2 2018 was BlackRock, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2018.