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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
MCM
201
MAI Capital Management
Ohio
$1.15K +$1.35K +35 New
NC
202
NewSquare Capital
Pennsylvania
$1.12K +$1.31K +34 New
FMP
203
Financial Management Professionals
Texas
$1.08K -$77 -2 -6%
AWM
204
Abound Wealth Management
Tennessee
$987 -$232 -6 -17%
CWC
205
Carolinas Wealth Consulting
North Carolina
$740
VHAM
206
Van Hulzen Asset Management
California
$527 +$619 +16 New
NS
207
NBC Securities
Alabama
$210 -$247K -6,388 -100%
T
208
Transce3nd
Texas
$164 +$193 +5 New
SS
209
SBI Securities
Japan
$99 +$116 +3 New
OAG
210
Orbis Allan Gray
Bermuda
-$12.2M -287,697 Closed
CAM
211
Cresset Asset Management
Illinois
-$941K -22,213 Closed
FTDI
212
First Trust Direct Indexing
Massachusetts
-$932K -21,997 Closed
ERSOT
213
Employees Retirement System of Texas
Texas
-$657K -15,505 Closed
PWPS
214
Pinnacle Wealth Planning Services
Ohio
-$636K -14,998 Closed
CC
215
Centiva Capital
New York
-$409K -9,654 Closed
AI
216
Atria Investments
North Carolina
-$258K -6,092 Closed
BWP
217
BSW Wealth Partners
Colorado
-$246K -5,801 Closed
GT
218
Glenmede Trust
Pennsylvania
-$237K -5,603 Closed
CP
219
Canopy Partners
Ohio
-$218K -5,140 Closed
DWM
220
Drive Wealth Management
Utah
-$218K -5,137 Closed
FAFN
221
First Affirmative Financial Network
Colorado
-$206K -4,872 Closed
Allspring Global Investments
222
Allspring Global Investments
North Carolina
-$130K -3,079 Closed
WPW
223
Waldron Private Wealth
Pennsylvania
-$126K -2,971 Closed
GM
224
GeoWealth Management
Illinois
-$83.9K -1,981 Closed
FWA
225
FSC Wealth Advisors
New York
-$76.2K -1,799 Closed

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.