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Shinhan Financial Group
SHG

123 hedge funds and large institutions have $516M invested in Shinhan Financial Group in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $498M → $516M (+$17.6M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0.03% less ownership

Funds ownership: 2.83% → 2.8% (-0.03%)

1% less funds holding

Funds holding: 124 → 123 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$16.1M
2
AG
Aperio Group
California
+$4.37M
3
Morgan Stanley
Morgan Stanley
New York
+$3.81M
4
PPA
Parametric Portfolio Associates
Washington
+$2.99M
5
Northern Trust
Northern Trust
Illinois
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$17.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$6.24M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.54M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.04M
5
BlackRock
BlackRock
New York
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
– -$240K -6,467 Closed
H
127
Hexavest
Quebec, Canada
– -$73K -1,974 Closed
IWP
128
Icon Wealth Partners
Texas
– -$72K -1,948 Closed
MNBTD
129
Moody National Bank Trust Division
Texas
– -$63K -1,700 Closed
MWNA
130
Marshall Wace North America
New York
– -$61K -1,634 Closed
LFA
131
Legacy Financial Advisors
Kentucky
– -$56K -1,498 Closed
AIA
132
Alera Investment Advisors
Illinois
– -$35K -936 Closed
CMO
133
Covenant Multifamily Offices
Texas
– -$25K -665 Closed
TRCT
134
Tower Research Capital (TRC)
New York
– -$21K -561 Closed
FHB
135
First Hawaiian Bank
Hawaii
– -$21K -553 Closed
CAM
136
Cresset Asset Management
Illinois
– -$18K -494 Closed
RFC
137
Regions Financial Corp
Alabama
– -$17K -464 Closed
WCM
138
WealthBridge Capital Management
Ohio
– -$5K -136 Closed
WAM
139
Wealthspire Advisors (Maryland)
Maryland
– -$4K -111 Closed
FCA
140
FinTrust Capital Advisors
South Carolina
– -$1K -25 Closed
SWM
141
SeaCrest Wealth Management
New York
– -$1K -15 Closed
FGAM
142
Financial Gravity Asset Management
Texas
– -$39 -1 -25%
2 3 4 5
6

SHG Hedge Fund Activity: Q2 2019 in Review

123 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2019, worth a combined $516M — up 3.5% from $498M a quarter earlier.

Fund positioning in SHG was balanced in Q2 2019: 19 funds opened new positions, 19 closed out, 47 added to existing stakes and 33 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $16.1M. The largest seller was Charles Schwab, exiting entirely with an estimated $17.7M sold.

  • 123 institutional investors held Shinhan Financial Group (SHG) as of Q2 2019, down from 124 in Q1 2019.
  • Funds reported $516M of Shinhan Financial Group stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 19 funds opened new Shinhan Financial Group positions in Q2 2019 and 19 closed out, a net change of 0 holders.
  • The largest Shinhan Financial Group buyer in Q2 2019 was Credit Suisse, an estimated $16.1M added.
  • The largest Shinhan Financial Group seller in Q2 2019 was Charles Schwab, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2019.