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Shinhan Financial Group

95 hedge funds and large institutions have $414M invested in Shinhan Financial Group in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $381M → $414M (+$32.7M)

0.06% less ownership

Funds ownership: 2.45%2.39% (-0.06%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

4% less funds holding

Funds holding: 9995 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
30
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
$102M -$2.48M -69,775 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$56.4M -$397K -11,160 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.2M +$1.08M +30,350 +2%
BIP
4
Brandes Investment Partners
California
$44.1M -$460K -12,924 -1%
Northern Trust
5
Northern Trust
Illinois
$22.3M +$1.67M +46,932 +8%
AG
6
Aperio Group
California
$10.9M +$338K +9,514 +3%
BIT
7
BlackRock Institutional Trust
California
$10M +$881K +24,777 +10%
Charles Schwab
8
Charles Schwab
California
$7.75M +$491K +13,818 +7%
OAG
9
Orbis Allan Gray
Bermuda
$7.62M +$1.88M +52,852 +34%
Sanders Capital
10
Sanders Capital
Florida
$6.92M -$24.9K -700 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$6.71M +$628K +17,666 +11%
PMG
12
Private Management Group
California
$6.54M -$176K -4,946 -3%
Bank of America
13
Bank of America
North Carolina
$4.45M +$116K +3,267 +3%
Goldman Sachs
14
Goldman Sachs
New York
$4.3M -$100K -2,825 -2%
PPA
15
Parametric Portfolio Associates
Washington
$4.29M -$79.8K -2,244 -2%
Franklin Resources
16
Franklin Resources
California
$3.67M -$225K -6,321 -6%
Wells Fargo
17
Wells Fargo
California
$3.54M -$216K -6,060 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.21M +$819K +23,017 +35%
CGH
19
Crossmark Global Holdings
Texas
$3.16M +$2.53M +71,253 New
Deutsche Bank
20
Deutsche Bank
Germany
$3.07M -$1.06M -29,834 -26%
Invesco
21
Invesco
Georgia
$2.98M +$54.9K +1,545 +2%
OMC
22
Old Mission Capital
Illinois
$2.66M +$1.57M +44,261 +153%
Fisher Asset Management
23
Fisher Asset Management
Washington
$2.6M -$28.8K -809 -1%
GH
24
GAM Holding
Switzerland
$2.52M -$422K -11,857 -15%
CAM
25
Capstone Asset Management
Texas
$2.51M -$28.8K -810 -1%

SHG Hedge Fund Activity: Q3 2016 in Review

95 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2016, worth a combined $414M — up 8.6% from $381M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SHG and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 29 added.

The largest buyer was Orbis Allan Gray, adding an estimated $1.88M. The largest seller was Credit Suisse, exiting entirely with an estimated $4.39M sold.

  • 95 institutional investors held Shinhan Financial Group (SHG) as of Q3 2016, down from 99 in Q2 2016.
  • Funds reported $414M of Shinhan Financial Group stock for Q3 2016, up 8.6% quarter-over-quarter.
  • 9 funds opened new Shinhan Financial Group positions in Q3 2016 and 11 closed out, a net change of -2 holders.
  • The largest Shinhan Financial Group buyer in Q3 2016 was Orbis Allan Gray, an estimated $1.88M added.
  • The largest Shinhan Financial Group seller in Q3 2016 was Credit Suisse, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2016.