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Shinhan Financial Group

86 hedge funds and large institutions have $446M invested in Shinhan Financial Group in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 8586 (+1)

0.16% more ownership

Funds ownership: 2.17%2.33% (+0.16%)

5% less capital invested

Capital invested by funds: $467M → $446M (-$21.2M)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$136M -$3.23M -72,714 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$66.8M +$474K +10,693 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.9M +$1.42M +32,098 +2%
TSAM
4
Trinity Street Asset Management
United Kingdom
$23.9M +$11.6M +261,416 +79%
AG
5
Aperio Group
California
$11.2M +$487K +10,981 +4%
Bank of America
6
Bank of America
North Carolina
$9.97M +$503K +11,328 +5%
Northern Trust
7
Northern Trust
Illinois
$8.87M +$745K +16,799 +8%
CS
8
Credit Suisse
Switzerland
$8.8M +$1.87M +42,204 +24%
Sanders Capital
9
Sanders Capital
Florida
$8.01M +$293K +6,600 +3%
TAM
10
Todd Asset Management
Kentucky
$7.51M +$8.25M +185,851 New
Deutsche Bank
11
Deutsche Bank
Germany
$7.23M +$5.55M +124,979 +231%
BIP
12
Brandes Investment Partners
California
$7.23M -$707K -15,926 -8%
TRSOTSOK
13
Teachers Retirement System of the State of Kentucky
Kentucky
$7.07M +$7.77M +175,000 New
Goldman Sachs
14
Goldman Sachs
New York
$5.2M -$181K -4,075 -3%
CAM
15
Capstone Asset Management
Texas
$5.15M +$1.99M +44,850 +54%
Wells Fargo
16
Wells Fargo
California
$4.73M -$529K -11,911 -9%
Charles Schwab
17
Charles Schwab
California
$4.57M +$524K +11,800 +12%
Invesco
18
Invesco
Georgia
$4.42M -$472K -10,627 -9%
MAA
19
Managed Account Advisors
New Jersey
$3.96M -$2.67M -60,230 -38%
Franklin Resources
20
Franklin Resources
California
$3.9M -$376K -8,464 -8%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$3.73M +$3.86M +86,950 +1,579%
PPA
22
Parametric Portfolio Associates
Washington
$3.54M +$297K +6,690 +8%
OH
23
Orbis Holdings
Bermuda
$3.24M +$266K +6,000 +8%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.88M +$833K +18,763 +36%
Pzena Investment Management
25
Pzena Investment Management
New York
$2.82M +$97.6K +2,200 +3%

SHG Hedge Fund Activity: Q4 2014 in Review

86 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2014, worth a combined $446M — down 4.5% from $467M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SHG positions and 14 closed out — a net gain of 3 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Trinity Street Asset Management, adding an estimated $11.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.23M.

  • 86 institutional investors held Shinhan Financial Group (SHG) as of Q4 2014, up from 85 in Q3 2014.
  • Funds reported $446M of Shinhan Financial Group stock for Q4 2014, down 4.5% quarter-over-quarter.
  • 17 funds opened new Shinhan Financial Group positions in Q4 2014 and 14 closed out, a net change of +3 holders.
  • The largest Shinhan Financial Group buyer in Q4 2014 was Trinity Street Asset Management, an estimated $11.6M added.
  • The largest Shinhan Financial Group seller in Q4 2014 was Dimensional Fund Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2014.