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Shinhan Financial Group

134 hedge funds and large institutions have $379M invested in Shinhan Financial Group in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

0.03% less ownership

Funds ownership: 2.61%2.59% (-0.03%)

5% less funds holding

Funds holding: 141134 (-7)

16% less capital invested

Capital invested by funds: $451M → $379M (-$71.9M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
134
Holders Change
-7
Holders Change %
-4.96%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
54
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
101
Mondrian Investment Partners
United Kingdom
$105K
Bessemer Group
102
Bessemer Group
New Jersey
$102K -$1.62K -50 -1%
AssetMark Inc
103
AssetMark Inc
California
$98K +$22K +678 +25%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$63K +$35.6K +1,095 +97%
BWP
105
Baldwin Wealth Partners
Massachusetts
$62K -$2.44K -75 -3%
JWA
106
JFS Wealth Advisors
Pennsylvania
$45K -$6.24K -192 -11%
JWM
107
Janiczek Wealth Management
Colorado
$28K +$14.1K +435 +77%
GWS
108
Glassman Wealth Services
Virginia
$24K -$4.48K -138 -14%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$23K +$9.62K +296 +57%
FPS
110
Fieldpoint Private Securities
Connecticut
$18K -$35.6K -1,095 -63%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$13.3K -$12.6K -388 -46%
GRP
112
Global Retirement Partners
California
$10K -$455 -14 -4%
PB
113
Pinnacle Bancorp
Nebraska
$10K
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$8K
BIA
115
Bell Investment Advisors
California
$8K +$8.71K +268 New
AF
116
Allworth Financial
California
$8K +$9K +277 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$8K +$9.03K +278 New
EBA
118
Eagle Bay Advisors
New York
$6.85K +$7.8K +240 New
SC
119
Schubert & Co
Texas
$6K +$6.79K +209 New
FRA
120
Front Row Advisors
California
$5K -$292 -9 -5%
EW
121
Evoke Wealth
California
$5K
UB
122
UMB Bank
Missouri
$5K
PTC
123
Private Trust Company
Ohio
$5K +$5.95K +183 New
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$4K
PCG
125
Private Capital Group
Connecticut
$3K

SHG Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2022, worth a combined $379M — down 16% from $451M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SHG and 12 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 54 added.

The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Bank of America, cutting an estimated $2.81M.

  • 134 institutional investors held Shinhan Financial Group (SHG) as of Q2 2022, down from 141 in Q1 2022.
  • Funds reported $379M of Shinhan Financial Group stock for Q2 2022, down 16% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q2 2022 and 17 closed out, a net change of -5 holders.
  • The largest Shinhan Financial Group buyer in Q2 2022 was Morgan Stanley, an estimated $39M added.
  • The largest Shinhan Financial Group seller in Q2 2022 was Bank of America, an estimated $2.81M sold.

Based on aggregated 13F filings for Q2 2022.