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Shinhan Financial Group

194 hedge funds and large institutions have $689M invested in Shinhan Financial Group in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $169K | Put options by funds: $38K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

19% more capital invested

Capital invested by funds: $578M → $689M (+$111M)

7% more funds holding

Funds holding: 181194 (+13)

0.06% more ownership

Funds ownership: 3.27%3.33% (+0.06%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
75
Reduced
62
Closed
16
Calls
$169K
Puts
$38K
Net Calls
+$131K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
126
Cable Hill Partners
Oregon
$263K -$44K -1,074 -15%
AI
127
Atria Investments
North Carolina
$258K -$114K -2,782 -31%
EWA
128
EverSource Wealth Advisors
Alabama
$246K -$63.8K -1,559 -21%
BWP
129
BSW Wealth Partners
Colorado
$246K -$84.3K -2,058 -26%
Two Sigma Investments
130
Two Sigma Investments
New York
$240K -$399K -9,754 -63%
GT
131
Glenmede Trust
Pennsylvania
$237K +$229K +5,603 New
M&T Bank
132
M&T Bank
New York
$237K +$229K +5,590 New
SCM
133
Sterling Capital Management
North Carolina
$218K +$211K +5,149 New
CP
134
Canopy Partners
Ohio
$218K +$210K +5,140 New
DWM
135
Drive Wealth Management
Utah
$218K +$210K +5,137 New
FAFN
136
First Affirmative Financial Network
Colorado
$206K +$199K +4,872 New
Verition Fund Management
137
Verition Fund Management
Connecticut
$202K +$195K +4,771 New
LC
138
Lindbrook Capital
California
$190K -$28.6K -699 -13%
JP Morgan Chase
139
JP Morgan Chase
New York
$188K -$36.9K -902 -17%
UBS Group
140
UBS Group
Switzerland
$160K -$1.31M -32,030 -89%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$160K +$2.74K +67 +2%
Bessemer Group
142
Bessemer Group
New Jersey
$151K
AWM
143
Avior Wealth Management
Nebraska
$146K -$8.27K -202 -6%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$131K
Allspring Global Investments
145
Allspring Global Investments
North Carolina
$130K +$32.3K +789 +34%
MIP
146
Mondrian Investment Partners
United Kingdom
$130K -$29.4K -717 -19%
WPW
147
Waldron Private Wealth
Pennsylvania
$126K +$122K +2,971 New
GI
148
GAMMA Investing
California
$84.2K +$25.4K +621 +45%
GM
149
GeoWealth Management
Illinois
$83.9K +$81.1K +1,981 New
SOW
150
State of Wyoming
Wyoming
$77.9K +$9.79K +239 +15%

SHG Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2024, worth a combined $689M — up 19% from $578M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHG positions and 16 closed out — a net gain of 15 holders — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $12.5M. The largest seller was Orbis Allan Gray, cutting an estimated $10.4M.

  • 194 institutional investors held Shinhan Financial Group (SHG) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $689M of Shinhan Financial Group stock for Q3 2024, up 19% quarter-over-quarter.
  • 31 funds opened new Shinhan Financial Group positions in Q3 2024 and 16 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q3 2024 was Causeway Capital Management, an estimated $12.5M added.
  • The largest Shinhan Financial Group seller in Q3 2024 was Orbis Allan Gray, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.