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Shinhan Financial Group

209 hedge funds and large institutions have $631M invested in Shinhan Financial Group in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

8% more funds holding

Funds holding: 194209 (+15)

0.48% more ownership

Funds ownership: 3.33%3.81% (+0.48%)

9% less capital invested

Capital invested by funds: $689M → $631M (-$58.6M)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

59% less call options, than puts

Call options by funds: $135K | Put options by funds: $328K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
65
Reduced
81
Closed
21
Calls
$135K
Puts
$328K
Net Calls
-$193K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$282K +$13.6K +351 +4%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$281K -$2.55K -66 -0.8%
UCFA
128
United Capital Financial Advisors
Texas
$277K -$15.9K -411 -5%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$274K +$17.1K +442 +6%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$273K -$2.4K -62 -0.7%
AWM
131
Ariadne Wealth Management
California
$267K
ACA
132
Atlas Capital Advisors
Wyoming
$251K -$109K -2,820 -27%
AWA
133
Aaron Wealth Advisors
Illinois
$251K +$11.2K +289 +4%
SW
134
SVB Wealth
Massachusetts
$246K +$290K +7,486 New
EGM
135
Engineers Gate Manager
New York
$241K +$283K +7,321 New
AAM
136
Augustine Asset Management
Florida
$229K
AGC
137
Aspen Grove Capital
Colorado
$221K +$1.78K +46 +0.7%
JG
138
Jain Global
New York
$216K +$254K +6,576 New
CIM
139
Confluence Investment Management
Missouri
$211K -$15.3K -396 -6%
TC
140
TownSquare Capital
Utah
$209K -$15K -387 -6%
WFI
141
West Family Investments
California
$207K -$66K -1,707 -21%
IC
142
IEQ Capital
California
$206K -$37.6K -972 -13%
M&T Bank
143
M&T Bank
New York
$205K +$25.3K +655 +12%
MML Investors Services
144
MML Investors Services
Massachusetts
$205K +$241K +6,225 New
CHP
145
Cable Hill Partners
Oregon
$203K -$1.31K -34 -0.5%
SCM
146
Sterling Capital Management
North Carolina
$183K +$16.1K +415 +8%
EWA
147
EverSource Wealth Advisors
Alabama
$179K -$14.2K -366 -6%
LC
148
Lindbrook Capital
California
$138K -$10.8K -279 -6%
IUHSA
149
Itau Unibanco Holding S.A.
Brazil
$125K +$147K +3,799 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$122K -$1.9K -49 -1%

SHG Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2024, worth a combined $631M — down 8.5% from $689M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SHG positions and 21 closed out — a net gain of 17 holders — while 65 added to existing stakes and 81 trimmed.

The largest buyer was Northern Trust, adding an estimated $39.9M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $12.2M sold.

  • 209 institutional investors held Shinhan Financial Group (SHG) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $631M of Shinhan Financial Group stock for Q4 2024, down 8.5% quarter-over-quarter.
  • 38 funds opened new Shinhan Financial Group positions in Q4 2024 and 21 closed out, a net change of +17 holders.
  • The largest Shinhan Financial Group buyer in Q4 2024 was Northern Trust, an estimated $39.9M added.
  • The largest Shinhan Financial Group seller in Q4 2024 was Orbis Allan Gray, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.