Shinhan Financial Group
156 hedge funds and large institutions have $379M invested in Shinhan Financial Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
30% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 44
12% more funds holding
Funds holding: 139 → 156 (+17)
0.05% less ownership
Funds ownership: 2.83% → 2.77% (-0.05%)
1% less capital invested
Capital invested by funds: $382M → $379M (-$3.17M)
33% less call options, than puts
Call options by funds: $16K | Put options by funds: $24K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.54M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.53M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$1.44M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$22.1M |
| 2 |
BlackRock
New York
|
-$4.62M |
| 3 |
Neuberger Berman Group
New York
|
-$710K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$710K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$656K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
151
Gradient Investments
Arden Hills,
Minnesota
| $1.43K | – | – | – |
|
|
AWM
152
Abound Wealth Management
Franklin,
Tennessee
| $1.4K | – | – | – |
|
|
FHA
153
First Horizon Advisors
Memphis,
Tennessee
| $980 | +$992 | +37 | New |
|
|
HCP
154
Hexagon Capital Partners
Rogers,
Arkansas
| $821 | – | – | – |
|
|
NA
155
NewEdge Advisors
New Orleans,
Louisiana
| $609 | +$617 | +23 | New |
|
|
MHR
156
Matthew Hamilton Rosenberg
| $238 | – | – | – |
|
|
VIA
157
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$894K | -34,411 | Closed |
|
158
Comerica Bank
Dallas,
Texas
| – | -$24 | -2,885 | Closed |
|
|
ACM
159
Aquatic Capital Management
Chicago,
Illinois
| – | -$42K | -1,600 | Closed |
|
|
CSPIA
160
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$4.46K | -171 | Closed |
|
SHG Hedge Fund Activity: Q3 2023 in Review
156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2023, worth a combined $379M — down 0.83% from $382M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SHG positions and 5 closed out — a net gain of 18 holders — while 57 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.54M. The largest seller was Lazard Asset Management, cutting an estimated $22.1M.
- 156 institutional investors held Shinhan Financial Group (SHG) as of Q3 2023, up from 139 in Q2 2023.
- Funds reported $379M of Shinhan Financial Group stock for Q3 2023, down 0.83% quarter-over-quarter.
- 23 funds opened new Shinhan Financial Group positions in Q3 2023 and 5 closed out, a net change of +18 holders.
- The largest Shinhan Financial Group buyer in Q3 2023 was Morgan Stanley, an estimated $3.54M added.
- The largest Shinhan Financial Group seller in Q3 2023 was Lazard Asset Management, an estimated $22.1M sold.
Based on aggregated 13F filings for Q3 2023.