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Shinhan Financial Group
SHG

111 hedge funds and large institutions have $276M invested in Shinhan Financial Group in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0.09% less ownership

Funds ownership: 2.54% → 2.45% (-0.09%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 114 → 111 (-3)

40% less capital invested

Capital invested by funds: $459M → $276M (-$183M)

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
40
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.96M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.86M
3
Morgan Stanley
Morgan Stanley
New York
+$1.71M
4
BlackRock
BlackRock
New York
+$1.42M
5
Goldman Sachs
Goldman Sachs
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.55M
2
Lazard Asset Management
Lazard Asset Management
New York
-$2.22M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.02M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.95M
5
Sanders Capital
Sanders Capital
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
101
TD Ameritrade Investment Management
Nebraska
$1K -$503 -17 -34%
SPIA
102
Steward Partners Investment Advisory
New York
$1K -$30 -1 -1%
AWM
103
Avior Wealth Management
Nebraska
$1K – – –
AP
104
Arlington Partners
Alabama
$1K +$858 +29 New
ME
105
McIlrath & Eck
Washington
$1K +$1.09K +37 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
– -$1.95M -51,093 Closed
Geode Capital Management
107
Geode Capital Management
Massachusetts
– -$971K -25,531 Closed
GT
108
Greenleaf Trust
Michigan
– -$768K -20,164 Closed
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
– -$557K -18,837 -100%
PA
110
Profund Advisors
Maryland
– -$544K -14,281 Closed
BSAM
111
Blue Square Asset Management
New York
– -$432K -11,348 Closed
DTL
112
Dynamic Technology Lab
Singapore
– -$369K -9,682 Closed
Stifel Financial
113
Stifel Financial
Missouri
– -$328K -8,667 Closed
CCP
114
Corient Capital Partners
California
– -$310K -8,137 Closed
CSS
115
Cubist Systematic Strategies
Connecticut
– -$294K -7,723 Closed
PAG
116
Private Advisor Group
New Jersey
– -$253K -6,665 Closed
M&T Bank
117
M&T Bank
New York
– -$245K -6,442 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– -$228K -5,984 Closed
UCFA
119
United Capital Financial Advisors
Texas
– -$202K -5,295 Closed
Deutsche Bank
120
Deutsche Bank
Germany
– -$190K -5,000 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$158K -4,151 Closed
QCMC
122
Quantum Capital Management (California)
California
– -$122K -3,206 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$66K -1,742 Closed
HNB
124
Huntington National Bank
Ohio
– -$2.69K -91 -99%
SMFS
125
Squar Milner Financial Services
California
– -$2K -58 Closed
2 3 4
5
6

SHG Hedge Fund Activity: Q1 2020 in Review

111 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2020, worth a combined $276M — down 40% from $459M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SHG and 19 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 40 added.

The largest buyer was Wellington Management Group, adding an estimated $1.96M. The largest seller was Northern Trust, cutting an estimated $6.55M.

  • 111 institutional investors held Shinhan Financial Group (SHG) as of Q1 2020, down from 114 in Q4 2019.
  • Funds reported $276M of Shinhan Financial Group stock for Q1 2020, down 40% quarter-over-quarter.
  • 19 funds opened new Shinhan Financial Group positions in Q1 2020 and 20 closed out, a net change of -1 holder.
  • The largest Shinhan Financial Group buyer in Q1 2020 was Wellington Management Group, an estimated $1.96M added.
  • The largest Shinhan Financial Group seller in Q1 2020 was Northern Trust, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2020.