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Shinhan Financial Group

81 hedge funds and large institutions have $498M invested in Shinhan Financial Group in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

8% more funds holding

Funds holding: 7581 (+6)

6% more capital invested

Capital invested by funds: $470M → $498M (+$27.7M)

0.19% less ownership

Funds ownership: 2.45%2.25% (-0.19%)

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$161M -$670K -15,670 -0.4%
Lazard Asset Management
2
Lazard Asset Management
New York
$70.5M -$7.51M -175,629 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.3M +$4.66M +108,821 +9%
First Trust Advisors
4
First Trust Advisors
Illinois
$19.3M -$140K -3,283 -0.8%
TAM
5
Todd Asset Management
Kentucky
$14.7M +$95.5K +2,232 +0.7%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M
NCM
7
Newgate Capital Management
Connecticut
$12.7M -$1.45M -33,856 -11%
AG
8
Aperio Group
California
$9.18M -$6.36M -148,781 Closed
UBS AM
9
UBS AM
Illinois
$8.78M -$77K -1,800 -0.9%
MAA
10
Managed Account Advisors
New Jersey
$8.54M +$625K +14,604 +8%
BIP
11
Brandes Investment Partners
California
$8.02M +$116K +2,719 +2%
Wells Fargo
12
Wells Fargo
California
$7.55M +$106K +2,469 +2%
CS
13
Credit Suisse
Switzerland
$7.36M -$449K -10,493 -6%
Invesco
14
Invesco
Georgia
$6.31M -$356K -8,324 -6%
Northern Trust
15
Northern Trust
Illinois
$6.31M +$1.14M +26,752 +24%
Sanders Capital
16
Sanders Capital
Florida
$6.17M +$1.55M +36,200 +37%
Franklin Resources
17
Franklin Resources
California
$4.98M +$2.21M +51,664 +90%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.83M -$245K -5,735 -5%
Goldman Sachs
19
Goldman Sachs
New York
$3.81M +$604K +14,125 +20%
Pzena Investment Management
20
Pzena Investment Management
New York
$3.79M +$3.55M +83,025 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$3.75M +$3.36M +78,529 +2,255%
CAM
22
Capstone Asset Management
Texas
$3.65M -$155K -3,620 -4%
PPA
23
Parametric Portfolio Associates
Washington
$3.52M +$559K +13,067 +20%
Charles Schwab
24
Charles Schwab
California
$3.28M +$343K +8,024 +13%
FGP
25
Foyston, Gordon, & Payne
Ontario, Canada
$2.85M -$15K -351 -0.6%

SHG Hedge Fund Activity: Q4 2013 in Review

81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2013, worth a combined $498M — up 5.9% from $470M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHG positions and 6 closed out — a net gain of 6 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.66M. The largest seller was ING Group, exiting entirely with an estimated $40.6M sold.

  • 81 institutional investors held Shinhan Financial Group (SHG) as of Q4 2013, up from 75 in Q3 2013.
  • Funds reported $498M of Shinhan Financial Group stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest Shinhan Financial Group buyer in Q4 2013 was Vanguard Group, an estimated $4.66M added.
  • The largest Shinhan Financial Group seller in Q4 2013 was ING Group, an estimated $40.6M sold.

Based on aggregated 13F filings for Q4 2013.