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Shinhan Financial Group

86 hedge funds and large institutions have $422M invested in Shinhan Financial Group in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 8586 (+1)

0.04% more ownership

Funds ownership: 2.52%2.56% (+0.04%)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

5% less capital invested

Capital invested by funds: $443M → $422M (-$20.8M)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$109M -$4.39M -127,026 -4%
Lazard Asset Management
2
Lazard Asset Management
New York
$62.8M +$1.86M +53,803 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.9M +$1.65M +47,769 +3%
BIP
4
Brandes Investment Partners
California
$45.3M +$2.4M +69,443 +6%
TSAM
5
Trinity Street Asset Management
United Kingdom
$23.3M +$2.52M +72,800 +12%
Northern Trust
6
Northern Trust
Illinois
$19.1M +$5.52M +159,450 +41%
AG
7
Aperio Group
California
$10.5M +$662K +19,128 +7%
OMC
8
Old Mission Capital
Illinois
$6.95M +$6.91M +199,819 New
Sanders Capital
9
Sanders Capital
Florida
$6.83M -$72.6K -2,100 -1%
PMG
10
Private Management Group
California
$5.52M +$5.48M +158,493 New
CS
11
Credit Suisse
Switzerland
$5.34M -$594K -17,177 -10%
Charles Schwab
12
Charles Schwab
California
$4.86M +$462K +13,348 +11%
Franklin Resources
13
Franklin Resources
California
$3.94M +$3.17M +91,584 +426%
Wells Fargo
14
Wells Fargo
California
$3.92M +$450 +13 +0%
BIT
15
BlackRock Institutional Trust
California
$3.86M +$2.01M +58,047 +110%
Goldman Sachs
16
Goldman Sachs
New York
$3.84M -$320K -9,241 -8%
CAM
17
Capstone Asset Management
Texas
$3.71M -$81.6K -2,359 -2%
Invesco
18
Invesco
Georgia
$3.35M -$232K -6,712 -7%
OH
19
Orbis Holdings
Bermuda
$3.29M
Deutsche Bank
20
Deutsche Bank
Germany
$3.26M -$1.76M -50,992 -35%
AllianceBernstein
21
AllianceBernstein
Tennessee
$3.07M -$2.91K -84 -0.1%
PPA
22
Parametric Portfolio Associates
Washington
$2.75M -$28.1K -811 -1%
Fisher Asset Management
23
Fisher Asset Management
Washington
$2.58M -$336K -9,720 -12%
Morgan Stanley
24
Morgan Stanley
New York
$2.35M -$870K -25,138 -27%
JP Morgan Chase
25
JP Morgan Chase
New York
$2M -$159K -4,592 -7%

SHG Hedge Fund Activity: Q3 2015 in Review

86 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2015, worth a combined $422M — down 4.7% from $443M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHG positions and 13 closed out — a net gain of 2 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.91M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $6.92M sold.

  • 86 institutional investors held Shinhan Financial Group (SHG) as of Q3 2015, up from 85 in Q2 2015.
  • Funds reported $422M of Shinhan Financial Group stock for Q3 2015, down 4.7% quarter-over-quarter.
  • 15 funds opened new Shinhan Financial Group positions in Q3 2015 and 13 closed out, a net change of +2 holders.
  • The largest Shinhan Financial Group buyer in Q3 2015 was Old Mission Capital, an estimated $6.91M added.
  • The largest Shinhan Financial Group seller in Q3 2015 was Arrowstreet Capital, an estimated $6.92M sold.

Based on aggregated 13F filings for Q3 2015.