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Shinhan Financial Group
SHG

114 hedge funds and large institutions have $459M invested in Shinhan Financial Group in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $433M → $459M (+$26.1M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.07% less ownership

Funds ownership: 2.61% → 2.54% (-0.07%)

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$3.86M
2
Morgan Stanley
Morgan Stanley
New York
+$3.16M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$2.84M
4
PPA
Parametric Portfolio Associates
Washington
+$2.26M
5
Goldman Sachs
Goldman Sachs
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.87M
2
BlackRock
BlackRock
New York
-$5.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.96M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.14M
5
Invesco
Invesco
Georgia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$5K – – –
HNB
102
Huntington National Bank
Ohio
$4K +$3.37K +91 +9,100%
FRA
103
Front Row Advisors
California
$3K – – –
PCG
104
Private Capital Group
Connecticut
$3K – – –
EW
105
Evoke Wealth
California
$2.06K – – –
AWM
106
Avior Wealth Management
Nebraska
$2K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$2K – – –
TAIM
108
TD Ameritrade Investment Management
Nebraska
$2K – – –
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$2K +$741 +20 +65%
SMFS
110
Squar Milner Financial Services
California
$2K +$2.15K +58 New
FHA
111
First Horizon Advisors
Tennessee
$1K -$592 -16 -29%
ASN
112
Advisory Services Network
Georgia
$1K – – –
NFG
113
Next Financial Group
Texas
$1K – – –
WCG
114
Weaver Consulting Group
California
$1K – – –
CS
115
Credit Suisse
Switzerland
– -$7.87M -224,857 Closed
HC
116
Henshaw Capital
Massachusetts
– -$325K -9,280 Closed
SGA
117
Strategic Global Advisors
California
– -$274K -7,840 Closed
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
– -$213K -6,075 Closed
Barclays
119
Barclays
United Kingdom
– -$88K -2,503 Closed
QT
120
Quantamental Technologies
New York
– -$42K -1,214 Closed
UBS AM
121
UBS AM
Illinois
– -$40.9K -1,170 Closed
BL
122
Balentine LLC
Georgia
– -$18K -524 Closed
EWA
123
Evolution Wealth Advisors
Florida
– -$11K -323 Closed
PW
124
Price Wealth
Texas
– -$1K -33 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
– -$852 -23 Closed
1 2 3 4
5

SHG Hedge Fund Activity: Q4 2019 in Review

114 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2019, worth a combined $459M — up 6% from $433M a quarter earlier.

Fund positioning in SHG was balanced in Q4 2019: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 33 trimmed.

The largest buyer was Aperio Group, adding an estimated $3.86M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.87M sold.

  • 114 institutional investors held Shinhan Financial Group (SHG) as of Q4 2019, down from 116 in Q3 2019.
  • Funds reported $459M of Shinhan Financial Group stock for Q4 2019, up 6% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q4 2019 and 12 closed out, a net change of 0 holders.
  • The largest Shinhan Financial Group buyer in Q4 2019 was Aperio Group, an estimated $3.86M added.
  • The largest Shinhan Financial Group seller in Q4 2019 was Credit Suisse, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2019.