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Shinhan Financial Group
SHG

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: 136 → 140 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$22.3M
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$4.12M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
American Century Companies
American Century Companies
Missouri
+$1.43M
5
BIP
Brandes Investment Partners
California
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.51M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.25M
5
Nomura Holdings
Nomura Holdings
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
126
Key Financial Inc
Pennsylvania
$3.88K +$3.96K +149 New
WWP
127
WR Wealth Planners
Missouri
$2.66K – – –
TJHA
128
Thomas J. Herzfeld Advisors
Florida
$2.58K – – –
SWM
129
Spire Wealth Management
Virginia
$2.08K – – –
RWML
130
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.9K – – –
HI
131
Harbour Investments
Wisconsin
$1.85K +$1.89K +71 New
UB
132
UMB Bank
Missouri
$1.59K – – –
GI
133
Gradient Investments
Minnesota
$1.41K +$1.44K +54 New
AWM
134
Abound Wealth Management
Tennessee
$1.38K +$1.41K +53 New
FMP
135
Financial Management Professionals
Texas
$1K – – –
HCP
136
Hexagon Capital Partners
Arkansas
$808 – – –
MHR
137
Matthew Hamilton Rosenberg
$235 – – –
HNB
138
Huntington National Bank
Ohio
$26 – – –
Comerica Bank
139
Comerica Bank
Texas
$24 +$76.8K +2,885 New
Nomura Holdings
140
Nomura Holdings
Japan
– -$1.21M -44,945 Closed
WFI
141
West Family Investments
California
– -$361K -13,398 Closed
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
– -$311K -11,528 Closed
Millennium Management
143
Millennium Management
New York
– -$282K -10,451 Closed
SBH
144
Segall Bryant & Hamill
Illinois
– -$253K -9,400 Closed
BL
145
Balentine LLC
Georgia
– -$202K -7,504 Closed
First Manhattan
146
First Manhattan
New York
– -$14.3K -529 Closed
SSC
147
Syverson Strege & Co
Iowa
– -$9.7K -360 Closed
SC
148
Schubert & Co
Texas
– -$3.66K -136 Closed
ASN
149
Advisory Services Network
Georgia
– -$3.26K -121 Closed
TAIM
150
TD Ameritrade Investment Management
Nebraska
– -$1.12K -42 -70%
2 3 4 5
6

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.