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Shinhan Financial Group
SHG

97 hedge funds and large institutions have $414M invested in Shinhan Financial Group in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

13% more funds holding

Funds holding: 86 → 97 (+11)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.04% more ownership

Funds ownership: 2.56% → 2.6% (+0.04%)

2% less capital invested

Capital invested by funds: $422M → $414M (-$8.19M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
28
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSAM
Trinity Street Asset Management
United Kingdom
+$5.02M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.98M
3
BIT
BlackRock Institutional Trust
California
+$2.18M
4
WI
WBI Investments
New Jersey
+$1.63M
5
PPA
Parametric Portfolio Associates
Washington
+$1.63M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$6.95M
2
Lazard Asset Management
Lazard Asset Management
New York
-$5.92M
3
BIP
Brandes Investment Partners
California
-$3.06M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.52M
5
CS
Credit Suisse
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$103M -$2.52M -69,092 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.2M +$365K +10,025 +0.6%
Lazard Asset Management
3
Lazard Asset Management
New York
$55.2M -$5.92M -162,492 -9%
BIP
4
Brandes Investment Partners
California
$40.9M -$3.06M -83,898 -6%
TSAM
5
Trinity Street Asset Management
United Kingdom
$27.2M +$5.02M +137,800 +21%
Northern Trust
6
Northern Trust
Illinois
$18.1M -$361K -9,900 -2%
AG
7
Aperio Group
California
$11.3M +$1.27M +34,783 +12%
Sanders Capital
8
Sanders Capital
Florida
$6.34M -$270K -7,400 -4%
PMG
9
Private Management Group
California
$6.15M +$892K +24,471 +15%
BIT
10
BlackRock Institutional Trust
California
$5.74M +$2.18M +59,723 +54%
Charles Schwab
11
Charles Schwab
California
$5.45M +$826K +22,654 +16%
Goldman Sachs
12
Goldman Sachs
New York
$4.18M +$510K +13,999 +13%
PPA
13
Parametric Portfolio Associates
Washington
$4.15M +$1.63M +44,662 +57%
CS
14
Credit Suisse
Switzerland
$4.13M -$1.11M -30,410 -20%
Franklin Resources
15
Franklin Resources
California
$3.61M -$208K -5,719 -5%
Wells Fargo
16
Wells Fargo
California
$3.49M -$322K -8,822 -8%
CAM
17
Capstone Asset Management
Texas
$3.4M -$196K -5,387 -5%
OH
18
Orbis Holdings
Bermuda
$3.18M – – –
Deutsche Bank
19
Deutsche Bank
Germany
$3.14M -$6.96K -191 -0.2%
Invesco
20
Invesco
Georgia
$3.11M -$133K -3,642 -4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.75M +$2.98M +81,879 New
AllianceBernstein
22
AllianceBernstein
Tennessee
$2.73M -$256K -7,027 -8%
Morgan Stanley
23
Morgan Stanley
New York
$2.65M +$413K +11,326 +17%
Fisher Asset Management
24
Fisher Asset Management
Washington
$2.49M +$1.68K +46 +0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.41M +$944K +25,910 +57%
1
2 3 4 5

SHG Hedge Fund Activity: Q4 2015 in Review

97 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2015, worth a combined $414M — down 1.9% from $422M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHG positions and 7 closed out — a net gain of 12 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Trinity Street Asset Management, adding an estimated $5.02M. The largest seller was Old Mission Capital, exiting entirely with an estimated $6.95M sold.

  • 97 institutional investors held Shinhan Financial Group (SHG) as of Q4 2015, up from 86 in Q3 2015.
  • Funds reported $414M of Shinhan Financial Group stock for Q4 2015, down 1.9% quarter-over-quarter.
  • 19 funds opened new Shinhan Financial Group positions in Q4 2015 and 7 closed out, a net change of +12 holders.
  • The largest Shinhan Financial Group buyer in Q4 2015 was Trinity Street Asset Management, an estimated $5.02M added.
  • The largest Shinhan Financial Group seller in Q4 2015 was Old Mission Capital, an estimated $6.95M sold.

Based on aggregated 13F filings for Q4 2015.