We are live on ! Find out more
SHG icon

Shinhan Financial Group
SHG

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: 132 → 145 (+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
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$4.31M
2
Goldman Sachs
Goldman Sachs
New York
+$4.2M
3
BlackRock
BlackRock
New York
+$3.81M
4
Pzena Investment Management
Pzena Investment Management
New York
+$3.7M
5
Morgan Stanley
Morgan Stanley
New York
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$6.5M
2
Marshall Wace
Marshall Wace
United Kingdom
-$2.54M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.87M
4
CCM
Cullen Capital Management
New York
-$1.87M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
126
Eagle Bay Advisors
New York
$6.7K – – –
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$4.78K +$4.61K +171 New
AAP
128
Arax Advisory Partners
Colorado
$4.11K +$3.96K +147 New
MA
129
Montag & Associates
Georgia
$3.71K +$3.58K +133 New
TJHA
130
Thomas J. Herzfeld Advisors
Florida
$3.69K – – –
ASN
131
Advisory Services Network
Georgia
$3.38K +$3.26K +121 New
RWML
132
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.04K – – –
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$2K -$161K -5,962 -99%
SWM
134
Spire Wealth Management
Virginia
$2K – – –
TAIM
135
TD Ameritrade Investment Management
Nebraska
$2K – – –
UB
136
UMB Bank
Missouri
$2K – – –
IA
137
IFP Advisors
Florida
$2K +$1.1K +41 New
FA
138
Fiduciary Alliance
South Carolina
$1.98K +$1.91K +71 New
NA
139
NewEdge Advisors
Louisiana
$1.51K +$1.45K +54 New
MPCL
140
My Personal CFO LLC
Washington
$1.48K +$1.43K +53 New
SC
141
Schubert & Co
Texas
$1.2K -$5.63K -209 -83%
FMP
142
Financial Management Professionals
Texas
$1K -$1.24K -46 -57%
HCP
143
Hexagon Capital Partners
Arkansas
$866 – – –
MHR
144
Matthew Hamilton Rosenberg
$251 +$242 +9 New
HNB
145
Huntington National Bank
Ohio
$28 – – –
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
– -$386K -16,774 Closed
Nomura Holdings
147
Nomura Holdings
Japan
– -$253K -11,000 Closed
BA
148
Bridgewater Advisors
New York
– -$231K -10,028 Closed
LPL Financial
149
LPL Financial
California
– -$204K -8,883 Closed
Amundi
150
Amundi
France
– -$185K -7,500 Closed
3 4 5
6
7

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.