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Shinhan Financial Group
SHG

107 hedge funds and large institutions have $332M invested in Shinhan Financial Group in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $326M → $332M (+$6.08M)

0.19% more ownership

Funds ownership: 2.84% → 3.03% (+0.19%)

1% less funds holding

Funds holding: 108 → 107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$11.5M
2
CGH
Crossmark Global Holdings
Texas
+$7.44M
3
Northern Trust
Northern Trust
Illinois
+$5.65M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.95M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.58M
2
PPA
Parametric Portfolio Associates
Washington
-$3.77M
3
Morgan Stanley
Morgan Stanley
New York
-$2.17M
4
BIP
Brandes Investment Partners
California
-$1.78M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
101
TD Ameritrade Investment Management
Nebraska
$2K – – –
AssetMark Inc
102
AssetMark Inc
California
$2K +$302 +12 +13%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$2K +$2.54K +101 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.46K +58 New
KOCAA
105
Knights of Columbus Asset Advisors
Connecticut
– -$759K -31,538 Closed
RJA
106
Raymond James & Associates
Florida
– -$744K -30,915 Closed
AIM
107
Aigen Investment Management
New York
– -$351K -14,568 Closed
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
– -$330K -13,704 Closed
DTL
109
Dynamic Technology Lab
Singapore
– -$276K -11,490 Closed
MWNA
110
Marshall Wace North America
New York
– -$254K -10,547 Closed
OAM
111
Oppenheimer Asset Management
New York
– -$215K -8,918 Closed
BL
112
Balentine LLC
Georgia
– -$85K -3,549 Closed
ACA
113
Atlas Capital Advisors
Wyoming
– -$75K -3,118 Closed
KPW
114
Kore Private Wealth
New York
– -$29K -1,221 Closed
CAN
115
Cetera Advisor Networks
California
– -$2K -100 Closed
AWM
116
Avior Wealth Management
Nebraska
– -$1K -68 Closed
PAG
117
Private Advisor Group
New Jersey
– -$1K -60 Closed
HCP
118
Hexagon Capital Partners
Arkansas
– +$780 +31 New
1 2 3 4
5

SHG Hedge Fund Activity: Q3 2020 in Review

107 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2020, worth a combined $332M — up 1.9% from $326M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHG positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $11.5M. The largest seller was Vanguard Group, cutting an estimated $5.58M.

  • 107 institutional investors held Shinhan Financial Group (SHG) as of Q3 2020, down from 108 in Q2 2020.
  • Funds reported $332M of Shinhan Financial Group stock for Q3 2020, up 1.9% quarter-over-quarter.
  • 15 funds opened new Shinhan Financial Group positions in Q3 2020 and 14 closed out, a net change of +1 holder.
  • The largest Shinhan Financial Group buyer in Q3 2020 was Pzena Investment Management, an estimated $11.5M added.
  • The largest Shinhan Financial Group seller in Q3 2020 was Vanguard Group, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.