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Shinhan Financial Group

85 hedge funds and large institutions have $467M invested in Shinhan Financial Group in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

10% more funds holding

Funds holding: 7785 (+8)

6% more capital invested

Capital invested by funds: $439M → $467M (+$28.3M)

0.15% more ownership

Funds ownership: 2.02%2.17% (+0.15%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$157M -$1.07M -21,987 -0.6%
Lazard Asset Management
2
Lazard Asset Management
New York
$74.7M +$9.68M +199,094 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67M +$3.06M +62,861 +4%
TSAM
4
Trinity Street Asset Management
United Kingdom
$15M +$12.1M +247,900 +298%
AG
5
Aperio Group
California
$12.1M +$460K +9,458 +4%
Bank of America
6
Bank of America
North Carolina
$10.7M +$10.7M +220,697 +1,499%
Northern Trust
7
Northern Trust
Illinois
$9.22M +$837K +17,199 +9%
BIP
8
Brandes Investment Partners
California
$8.86M +$255K +5,240 +3%
Sanders Capital
9
Sanders Capital
Florida
$8.72M +$2.05M +42,126 +28%
CS
10
Credit Suisse
Switzerland
$7.99M -$1.31M -26,899 -13%
MAA
11
Managed Account Advisors
New Jersey
$7.2M +$320K +6,580 +4%
Goldman Sachs
12
Goldman Sachs
New York
$6.04M +$1.11M +22,922 +21%
Wells Fargo
13
Wells Fargo
California
$5.87M -$562K -11,552 -8%
Invesco
14
Invesco
Georgia
$5.45M -$105K -2,163 -2%
Franklin Resources
15
Franklin Resources
California
$4.78M -$904K -18,588 -15%
Charles Schwab
16
Charles Schwab
California
$4.61M +$551K +11,328 +13%
CAM
17
Capstone Asset Management
Texas
$3.76M -$221K -4,540 -5%
PPA
18
Parametric Portfolio Associates
Washington
$3.68M +$82.2K +1,691 +2%
OH
19
Orbis Holdings
Bermuda
$3.37M
Pzena Investment Management
20
Pzena Investment Management
New York
$3.07M -$1.73M -35,475 -34%
FGP
21
Foyston, Gordon, & Payne
Ontario, Canada
$2.82M -$1.01M -20,667 -25%
Deutsche Bank
22
Deutsche Bank
Germany
$2.46M -$173K -3,567 -6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$2.39M +$419K +8,622 +20%
State Street
24
State Street
Massachusetts
$2.18M -$177K -3,640 -7%
Jane Street
25
Jane Street
New York
$2.14M +$953K +19,584 +71%

SHG Hedge Fund Activity: Q3 2014 in Review

85 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2014, worth a combined $467M — up 6.4% from $439M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHG positions and 4 closed out — a net gain of 8 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Trinity Street Asset Management, adding an estimated $12.1M. The largest seller was Newgate Capital Management, cutting an estimated $5.91M.

  • 85 institutional investors held Shinhan Financial Group (SHG) as of Q3 2014, up from 77 in Q2 2014.
  • Funds reported $467M of Shinhan Financial Group stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q3 2014 and 4 closed out, a net change of +8 holders.
  • The largest Shinhan Financial Group buyer in Q3 2014 was Trinity Street Asset Management, an estimated $12.1M added.
  • The largest Shinhan Financial Group seller in Q3 2014 was Newgate Capital Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q3 2014.