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Shinhan Financial Group

145 hedge funds and large institutions have $330M invested in Shinhan Financial Group in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

10% more funds holding

Funds holding: 132145 (+13)

9% more capital invested

Capital invested by funds: $303M → $330M (+$26.6M)

0.07% more ownership

Funds ownership: 2.58%2.64% (+0.07%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$199K -$53.3K -1,979 -22%
AssetMark Inc
102
AssetMark Inc
California
$170K +$40.9K +1,519 +33%
ACA
103
Atlas Capital Advisors
Wyoming
$130K +$38.6K +1,434 +45%
EWA
104
EverSource Wealth Advisors
Alabama
$112K -$32.8K -1,217 -23%
LC
105
Lindbrook Capital
California
$108K +$2.15K +80 +2%
Bessemer Group
106
Bessemer Group
New Jersey
$99K -$3.77K -140 -4%
MS
107
Mizuho Securities
Japan
$97.8K
ACM
108
Aquatic Capital Management
Illinois
$78K +$64.6K +2,400 +600%
Osaic Holdings
109
Osaic Holdings
Arizona
$61.2K -$59.5K -2,209 -50%
BWP
110
Baldwin Wealth Partners
Massachusetts
$60.9K
MIP
111
Mondrian Investment Partners
United Kingdom
$54K -$114K -4,248 -69%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$47K +$7.06K +262 +18%
Dimensional Fund Advisors
113
Dimensional Fund Advisors
Texas
$46K +$30.1K +1,118 +0.1%
GWS
114
Glassman Wealth Services
Virginia
$35.2K +$5.66K +210 +20%
AF
115
Allworth Financial
California
$29.5K +$17.5K +650 +160%
TRCT
116
Tower Research Capital (TRC)
New York
$29K +$16.8K +622 +146%
JWM
117
Janiczek Wealth Management
Colorado
$25.6K +$16.7K +621 +376%
JWA
118
JFS Wealth Advisors
Pennsylvania
$18.2K -$34.3K -1,275 -66%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$18.2K -$37.4K -1,388 -68%
Federated Hermes
120
Federated Hermes
Pennsylvania
$15.9K +$15.4K +571 New
BIA
121
Bell Investment Advisors
California
$15.8K -$1.05K -39 -6%
First Manhattan
122
First Manhattan
New York
$14.8K +$14.2K +529 New
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$14K +$13.5K +503 New
PB
124
Pinnacle Bancorp
Nebraska
$13K
GRP
125
Global Retirement Partners
California
$12.1K -$1.7K -63 -13%

SHG Hedge Fund Activity: Q4 2022 in Review

145 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2022, worth a combined $330M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHG positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.31M. The largest seller was Brandes Investment Partners, cutting an estimated $6.5M.

  • 145 institutional investors held Shinhan Financial Group (SHG) as of Q4 2022, up from 132 in Q3 2022.
  • Funds reported $330M of Shinhan Financial Group stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 27 funds opened new Shinhan Financial Group positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q4 2022 was American Century Companies, an estimated $4.31M added.
  • The largest Shinhan Financial Group seller in Q4 2022 was Brandes Investment Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2022.