Shinhan Financial Group
SHG
116 hedge funds and large institutions have $433M invested in Shinhan Financial Group in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 23 closing their positions.
0.19% less ownership
Funds ownership: 2.8% → 2.61% (-0.19%)
6% less funds holding
Funds holding: 123 → 116 (-7)
16% less capital invested
Capital invested by funds: $516M → $433M (-$82.9M)
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
43% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.93M |
| 2 |
Morgan Stanley
New York
|
+$1.58M |
| 3 |
Pzena Investment Management
New York
|
+$933K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$528K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.02M |
| 3 |
Lazard Asset Management
New York
|
-$3.76M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
-$3.71M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$3.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Aviva
London,
United Kingdom
| – | -$213K | -5,480 | Closed |
|
127
Asset Management One
Tokyo,
Japan
| – | -$67K | -1,711 | Closed |
|
128
Capital World Investors
Los Angeles,
California
| – | -$21K | -551 | Closed |
|
|
PCP
129
Proficio Capital Partners
Newton,
Massachusetts
| – | -$16K | -405 | Closed |
|
|
HNB
130
Huntington National Bank
Columbus,
Ohio
| – | -$9.83K | -277 | -100% |
|
131
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -230 | Closed |
|
|
YWP
132
YorkBridge Wealth Partners
New York
| – | -$8K | -209 | Closed |
|
|
W
133
WealthStone
Columbus,
Ohio
| – | -$5.52K | -142 | Closed |
|
|
RIA
134
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3K | -75 | Closed |
|
|
AC
135
Avestar Capital
New York
| – | -$2K | -58 | Closed |
|
|
APA
136
American Portfolios Advisors
Holbrook,
New York
| – | -$933 | -24 | Closed |
|
|
NFG
137
Next Financial Group
Houston,
Texas
| – | -$213 | -6 | -30% |
|
138
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$461 | +13 | New |
|
SHG Hedge Fund Activity: Q3 2019 in Review
116 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2019, worth a combined $433M — down 16% from $516M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SHG and 16 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 28 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.93M. The largest seller was Credit Suisse, cutting an estimated $6.8M.
- 116 institutional investors held Shinhan Financial Group (SHG) as of Q3 2019, down from 123 in Q2 2019.
- Funds reported $433M of Shinhan Financial Group stock for Q3 2019, down 16% quarter-over-quarter.
- 16 funds opened new Shinhan Financial Group positions in Q3 2019 and 23 closed out, a net change of -7 holders.
- The largest Shinhan Financial Group buyer in Q3 2019 was JP Morgan Chase, an estimated $1.93M added.
- The largest Shinhan Financial Group seller in Q3 2019 was Credit Suisse, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2019.