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.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
174% more capital inflows, than outflows
Capital inflows: $54.2M | Capital outflows: $19.8M
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
10% more funds holding
Funds holding: 77 → 85 (+8)
0.14% more ownership
Funds ownership: 1.85% → 1.99% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Trinity Street Asset Management
London,
United Kingdom
|
+$12.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
| 3 |
Lazard Asset Management
New York
|
+$9.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.06M |
| 5 |
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$5.91M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.88M |
| 3 |
Pzena Investment Management
New York
|
-$1.73M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
-$1.31M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.07M |
SHG Hedge Fund Activity: Q3 2014 in Review
85 of the 3,455 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.