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Shinhan Financial Group

99 hedge funds and large institutions have $381M invested in Shinhan Financial Group in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 32 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: 9899 (+1)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

0.04% less ownership

Funds ownership: 2.49%2.45% (-0.04%)

8% less capital invested

Capital invested by funds: $416M → $381M (-$35M)

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
32
Reduced
32
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
$94M -$3.54M -103,293 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$51M -$202K -5,900 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.6M -$1.09M -31,670 -2%
BIP
4
Brandes Investment Partners
California
$40.1M -$1.31M -38,051 -3%
Northern Trust
5
Northern Trust
Illinois
$18.5M +$742K +21,606 +4%
AG
6
Aperio Group
California
$9.45M -$150K -4,366 -1%
BIT
7
BlackRock Institutional Trust
California
$8.21M +$2.88M +84,059 +50%
Charles Schwab
8
Charles Schwab
California
$6.51M +$719K +20,962 +12%
Sanders Capital
9
Sanders Capital
Florida
$6.24M -$44.6K -1,300 -0.7%
PMG
10
Private Management Group
California
$6.04M +$703K +20,481 +12%
Morgan Stanley
11
Morgan Stanley
New York
$5.45M +$2.76M +80,392 +93%
OAG
12
Orbis Allan Gray
Bermuda
$5.11M +$2.12M +61,673 +65%
CS
13
Credit Suisse
Switzerland
$4.39M +$486K +14,165 +12%
Goldman Sachs
14
Goldman Sachs
New York
$3.96M +$76.3K +2,222 +2%
PPA
15
Parametric Portfolio Associates
Washington
$3.92M -$596K -17,354 -13%
Bank of America
16
Bank of America
North Carolina
$3.89M +$1.24M +36,261 +44%
Deutsche Bank
17
Deutsche Bank
Germany
$3.73M +$2.04M +59,492 +109%
Franklin Resources
18
Franklin Resources
California
$3.5M -$146K -4,252 -4%
Wells Fargo
19
Wells Fargo
California
$3.38M -$52.9K -1,542 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.67M +$1.32M +38,581 +90%
AllianceBernstein
21
AllianceBernstein
Tennessee
$2.66M -$172 -5 -0%
GH
22
GAM Holding
Switzerland
$2.65M +$378K +11,000 +16%
Invesco
23
Invesco
Georgia
$2.63M -$231K -6,719 -8%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.53M +$516K +15,033 +24%
Fisher Asset Management
25
Fisher Asset Management
Washington
$2.36M

SHG Hedge Fund Activity: Q2 2016 in Review

99 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2016, worth a combined $381M — down 8.4% from $416M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SHG positions and 11 closed out — a net gain of 2 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $2.88M. The largest seller was Trinity Street Asset Management, exiting entirely with an estimated $16.8M sold.

  • 99 institutional investors held Shinhan Financial Group (SHG) as of Q2 2016, up from 98 in Q1 2016.
  • Funds reported $381M of Shinhan Financial Group stock for Q2 2016, down 8.4% quarter-over-quarter.
  • 13 funds opened new Shinhan Financial Group positions in Q2 2016 and 11 closed out, a net change of +2 holders.
  • The largest Shinhan Financial Group buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $2.88M added.
  • The largest Shinhan Financial Group seller in Q2 2016 was Trinity Street Asset Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2016.