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Shinhan Financial Group

140 hedge funds and large institutions have $382M invested in Shinhan Financial Group in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 136140 (+4)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $378M → $382M (+$4.06M)

0.04% more ownership

Funds ownership: 2.78%2.83% (+0.04%)

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Atlas Capital Advisors
Wyoming
$141K
BTI
102
Blue Trust Inc
Georgia
$106K -$551K -20,699 -84%
LC
103
Lindbrook Capital
California
$104K +$2.29K +86 +2%
Bessemer Group
104
Bessemer Group
New Jersey
$96K +$3.19K +120 +3%
AssetMark Inc
105
AssetMark Inc
California
$81.2K -$60.3K -2,267 -42%
EWA
106
EverSource Wealth Advisors
Alabama
$80.6K -$25K -940 -23%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$76K +$18.8K +706 +32%
BWP
108
Baldwin Wealth Partners
Massachusetts
$54.2K -$1.38K -52 -2%
Osaic Holdings
109
Osaic Holdings
Arizona
$52.1K -$11.4K -427 -18%
ACM
110
Aquatic Capital Management
Illinois
$42K +$42.6K +1,600 New
GWS
111
Glassman Wealth Services
Virginia
$34.5K +$1.22K +46 +4%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$32.9K +$5K +188 +17%
JWM
113
Janiczek Wealth Management
Colorado
$28.4K +$9.34K +351 +47%
AF
114
Allworth Financial
California
$28K -$4.34K -163 -13%
TRCT
115
Tower Research Capital (TRC)
New York
$16.1K +$14.5K +545 +768%
Federated Hermes
116
Federated Hermes
Pennsylvania
$14.9K
JWA
117
JFS Wealth Advisors
Pennsylvania
$14.8K -$745 -28 -5%
PB
118
Pinnacle Bancorp
Nebraska
$11.7K
GRP
119
Global Retirement Partners
California
$10.8K
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$10K -$2.71K -102 -21%
BIA
121
Bell Investment Advisors
California
$9.72K +$240 +9 +2%
EBA
122
Eagle Bay Advisors
New York
$6.25K
AAP
123
Arax Advisory Partners
Colorado
$4.59K +$772 +29 +20%
MA
124
Montag & Associates
Georgia
$4.51K +$1.06K +40 +30%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$4.46K

SHG Hedge Fund Activity: Q2 2023 in Review

140 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2023, worth a combined $382M — up 1.1% from $378M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHG positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.3M. The largest seller was Goldman Sachs, cutting an estimated $10.1M.

  • 140 institutional investors held Shinhan Financial Group (SHG) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $382M of Shinhan Financial Group stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 14 funds opened new Shinhan Financial Group positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2023 was Lazard Asset Management, an estimated $22.3M added.
  • The largest Shinhan Financial Group seller in Q2 2023 was Goldman Sachs, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.