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Shinhan Financial Group

77 hedge funds and large institutions have $439M invested in Shinhan Financial Group in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 7677 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

4% more capital invested

Capital invested by funds: $421M → $439M (+$17.8M)

0% less ownership

Funds ownership: 2.02%2.02% (-0%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M -$606K -13,569 -0.4%
Lazard Asset Management
2
Lazard Asset Management
New York
$66.2M +$2.38M +53,248 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$64.8M +$1.08M +24,239 +2%
AG
4
Aperio Group
California
$11.8M +$1.24M +27,821 +12%
CS
5
Credit Suisse
Switzerland
$9.29M +$2.69M +60,237 +42%
BIP
6
Brandes Investment Partners
California
$8.7M +$637K +14,259 +8%
Northern Trust
7
Northern Trust
Illinois
$8.51M +$746K +16,701 +10%
MAA
8
Managed Account Advisors
New Jersey
$6.96M -$32.9K -736 -0.5%
Sanders Capital
9
Sanders Capital
Florida
$6.87M +$652K +14,600 +11%
NCM
10
Newgate Capital Management
Connecticut
$6.45M -$2.32M -51,907 -27%
Wells Fargo
11
Wells Fargo
California
$6.45M +$394K +8,822 +7%
Franklin Resources
12
Franklin Resources
California
$5.67M +$54.1K +1,212 +1%
Invesco
13
Invesco
Georgia
$5.6M -$155K -3,480 -3%
Goldman Sachs
14
Goldman Sachs
New York
$5.04M +$1.24M +27,782 +34%
Pzena Investment Management
15
Pzena Investment Management
New York
$4.73M +$116K +2,600 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$4.62M -$73.8K -1,652 -2%
Charles Schwab
17
Charles Schwab
California
$4.13M +$416K +9,322 +12%
CAM
18
Capstone Asset Management
Texas
$4M +$94.7K +2,120 +2%
TSAM
19
Trinity Street Asset Management
United Kingdom
$3.81M +$3.71M +83,097 New
FGP
20
Foyston, Gordon, & Payne
Ontario, Canada
$3.79M +$734K +16,447 +25%
PPA
21
Parametric Portfolio Associates
Washington
$3.64M -$13.7K -306 -0.4%
OH
22
Orbis Holdings
Bermuda
$3.4M +$1.29M +28,857 +64%
Deutsche Bank
23
Deutsche Bank
Germany
$2.65M +$116K +2,606 +5%
State Street
24
State Street
Massachusetts
$2.37M -$18.5K -415 -0.8%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.02M +$1.97M +44,040 New

SHG Hedge Fund Activity: Q2 2014 in Review

77 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2014, worth a combined $439M — up 4.2% from $421M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHG positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $3.71M. The largest seller was UBS AM, exiting entirely with an estimated $7.64M sold.

  • 77 institutional investors held Shinhan Financial Group (SHG) as of Q2 2014, up from 76 in Q1 2014.
  • Funds reported $439M of Shinhan Financial Group stock for Q2 2014, up 4.2% quarter-over-quarter.
  • 10 funds opened new Shinhan Financial Group positions in Q2 2014 and 9 closed out, a net change of +1 holder.
  • The largest Shinhan Financial Group buyer in Q2 2014 was Trinity Street Asset Management, an estimated $3.71M added.
  • The largest Shinhan Financial Group seller in Q2 2014 was UBS AM, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2014.