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Shinhan Financial Group
SHG

127 hedge funds and large institutions have $463M invested in Shinhan Financial Group in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

13% more funds holding

Funds holding: 112 → 127 (+15)

0.08% less ownership

Funds ownership: 2.84% → 2.76% (-0.08%)

14% less capital invested

Capital invested by funds: $541M → $463M (-$78M)

30% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 43

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
30
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$12.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$12M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.39M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.88M
5
Morgan Stanley
Morgan Stanley
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$15.2M
2
BlackRock
BlackRock
New York
-$9.14M
3
Lazard Asset Management
Lazard Asset Management
New York
-$8.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.89M
5
Goldman Sachs
Goldman Sachs
New York
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
126
Credit Suisse
Switzerland
– -$15.2M -379,421 Closed
AR
127
Advisory Research
Illinois
– -$1.44M -35,897 Closed
Ameriprise
128
Ameriprise
Minnesota
– -$458K -11,421 Closed
Federated Hermes
129
Federated Hermes
Pennsylvania
– -$387K -9,641 Closed
RJFSA
130
Raymond James Financial Services Advisors
Florida
– -$332K -8,261 Closed
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
– -$282K -7,038 Closed
Cerity Partners
132
Cerity Partners
New York
– -$213K -5,316 Closed
M&T Bank
133
M&T Bank
New York
– -$204K -5,096 Closed
TC
134
Trust Company
Kansas
– -$13K -321 Closed
IA
135
IFP Advisors
Florida
– -$12K -303 Closed
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
– -$12K -293 Closed
CAL
137
Capital Advisors Ltd
Ohio
– -$11K -280 Closed
LIA
138
LS Investment Advisors
Michigan
– -$8K -200 Closed
SPIA
139
Steward Partners Investment Advisory
New York
– -$3K -75 Closed
AC
140
Avestar Capital
New York
– -$2K -52 Closed
ZB
141
Zions Bancorporation
Utah
– -$2K -47 Closed
FGC
142
Financial Gravity Companies
Texas
– +$340 +9 New
2 3 4 5
6

SHG Hedge Fund Activity: Q4 2018 in Review

127 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2018, worth a combined $463M — down 14% from $541M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SHG positions and 17 closed out — a net gain of 16 holders — while 30 added to existing stakes and 43 trimmed.

The largest buyer was Charles Schwab, adding an estimated $12.5M. The largest seller was Credit Suisse, exiting entirely with an estimated $15.2M sold.

  • 127 institutional investors held Shinhan Financial Group (SHG) as of Q4 2018, up from 112 in Q3 2018.
  • Funds reported $463M of Shinhan Financial Group stock for Q4 2018, down 14% quarter-over-quarter.
  • 33 funds opened new Shinhan Financial Group positions in Q4 2018 and 17 closed out, a net change of +16 holders.
  • The largest Shinhan Financial Group buyer in Q4 2018 was Charles Schwab, an estimated $12.5M added.
  • The largest Shinhan Financial Group seller in Q4 2018 was Credit Suisse, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2018.