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Shinhan Financial Group
SHG

163 hedge funds and large institutions have $497M invested in Shinhan Financial Group in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

31% more capital invested

Capital invested by funds: $379M → $497M (+$119M)

4% more funds holding

Funds holding: 157 → 163 (+6)

0.36% more ownership

Funds ownership: 2.77% → 3.14% (+0.36%)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
56
Reduced
60
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
Lazard Asset Management
Lazard Asset Management
New York
+$4.74M
3
BIP
Brandes Investment Partners
California
+$4.68M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
+$2.08M
5
American Century Companies
American Century Companies
Missouri
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$2.05M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.09M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.05M
4
Millennium Management
Millennium Management
New York
-$992K
5
Renaissance Technologies
Renaissance Technologies
New York
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
151
Advisory Services Network
Georgia
$3.88K +$3.46K +126 New
RWML
152
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.25K – – –
SWM
153
Spire Wealth Management
Virginia
$2.23K – – –
CA
154
Clearstead Advisors
Ohio
$2.19K +$1.95K +71 New
HI
155
Harbour Investments
Wisconsin
$2.19K – – –
UB
156
UMB Bank
Missouri
$1.88K – – –
PS
157
Principal Securities
Iowa
$1.69K +$1.51K +55 New
GI
158
Gradient Investments
Minnesota
$1.66K – – –
AWM
159
Abound Wealth Management
Tennessee
$1.51K -$110 -4 -8%
FMP
160
Financial Management Professionals
Texas
$1K -$27.9K -1,015 -97%
HCP
161
Hexagon Capital Partners
Arkansas
$955 – – –
BBHC
162
Brown Brothers Harriman & Co
New York
$893 +$797 +29 New
HNB
163
Huntington National Bank
Ohio
$770 -$962 -35 -58%
SAM
164
Silvercrest Asset Management
New York
– -$2.05M -77,440 Closed
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
– -$1.09M -41,297 Closed
Millennium Management
166
Millennium Management
New York
– -$992K -37,443 Closed
Citadel Advisors
167
Citadel Advisors
Florida
– -$324K -12,227 Closed
Marshall Wace
168
Marshall Wace
United Kingdom
– -$307K -11,584 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
– -$287K -10,842 Closed
CCIA
170
Campbell & Co Investment Adviser
Maryland
– -$280K -10,583 Closed
CHP
171
Cable Hill Partners
Oregon
– -$248K -9,363 Closed
Fisher Asset Management
172
Fisher Asset Management
Washington
– -$236K -8,904 Closed
SGA
173
Strategic Global Advisors
California
– -$226K -8,530 Closed
BWP
174
Baldwin Wealth Partners
Massachusetts
– -$55.1K -2,081 Closed
QT
175
Quantbot Technologies
New York
– -$52.9K -1,997 Closed
4 5 6
7
8

SHG Hedge Fund Activity: Q4 2023 in Review

163 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2023, worth a combined $497M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 16 closed out — a net gain of 7 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $2.05M sold.

  • 163 institutional investors held Shinhan Financial Group (SHG) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $497M of Shinhan Financial Group stock for Q4 2023, up 31% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q4 2023 and 16 closed out, a net change of +7 holders.
  • The largest Shinhan Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $33.4M added.
  • The largest Shinhan Financial Group seller in Q4 2023 was Silvercrest Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2023.