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Shinhan Financial Group

98 hedge funds and large institutions have $416M invested in Shinhan Financial Group in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9798 (+1)

0% more capital invested

Capital invested by funds: $414M → $416M (+$2.05M)

0.11% less ownership

Funds ownership: 2.6%2.49% (-0.11%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
27
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$105M -$3.15M -96,321 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$55.1M -$2.58M -79,097 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.3M -$4.24M -129,707 -8%
BIP
4
Brandes Investment Partners
California
$44.4M +$1.4M +42,842 +4%
Northern Trust
5
Northern Trust
Illinois
$19.1M +$90.8K +2,782 +0.5%
TSAM
6
Trinity Street Asset Management
United Kingdom
$16.8M -$10.8M -330,105 -41%
AG
7
Aperio Group
California
$10.3M -$1.41M -43,186 -13%
Sanders Capital
8
Sanders Capital
Florida
$6.76M +$104K +3,200 +2%
Charles Schwab
9
Charles Schwab
California
$6.26M +$510K +15,604 +10%
BIT
10
BlackRock Institutional Trust
California
$5.88M -$127K -3,899 -2%
PMG
11
Private Management Group
California
$5.77M -$623K -19,067 -10%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.38M +$2.31M +70,773 +86%
PPA
13
Parametric Portfolio Associates
Washington
$4.83M +$441K +13,512 +11%
CS
14
Credit Suisse
Switzerland
$4.22M -$98.3K -3,010 -2%
Goldman Sachs
15
Goldman Sachs
New York
$4.18M -$188K -5,769 -5%
Franklin Resources
16
Franklin Resources
California
$3.92M +$126K +3,873 +4%
Wells Fargo
17
Wells Fargo
California
$3.69M +$27.5K +841 +0.8%
CAM
18
Capstone Asset Management
Texas
$3.56M -$5.39K -165 -0.2%
OAG
19
Orbis Allan Gray
Bermuda
$3.33M +$3.09M +94,545 New
Invesco
20
Invesco
Georgia
$3.06M -$182K -5,569 -6%
Morgan Stanley
21
Morgan Stanley
New York
$3.03M +$239K +7,312 +9%
Bank of America
22
Bank of America
North Carolina
$2.91M +$1.16M +35,431 +75%
AllianceBernstein
23
AllianceBernstein
Tennessee
$2.86M -$490 -15 -0%
Fisher Asset Management
24
Fisher Asset Management
Washington
$2.63M -$60K -1,836 -2%
GH
25
GAM Holding
Switzerland
$2.46M +$1.18M +36,030 +106%

SHG Hedge Fund Activity: Q1 2016 in Review

98 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2016, worth a combined $416M — up 0.49% from $414M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHG positions and 11 closed out — a net gain of 2 holders — while 27 added to existing stakes and 34 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.31M. The largest seller was Trinity Street Asset Management, cutting an estimated $10.8M.

  • 98 institutional investors held Shinhan Financial Group (SHG) as of Q1 2016, up from 97 in Q4 2015.
  • Funds reported $416M of Shinhan Financial Group stock for Q1 2016, up 0.49% quarter-over-quarter.
  • 13 funds opened new Shinhan Financial Group positions in Q1 2016 and 11 closed out, a net change of +2 holders.
  • The largest Shinhan Financial Group buyer in Q1 2016 was Arrowstreet Capital, an estimated $2.31M added.
  • The largest Shinhan Financial Group seller in Q1 2016 was Trinity Street Asset Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2016.