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Shinhan Financial Group

98 hedge funds and large institutions have $447M invested in Shinhan Financial Group in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $414M → $447M (+$33.4M)

3% more funds holding

Funds holding: 9598 (+3)

0.11% more ownership

Funds ownership: 2.39%2.5% (+0.11%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
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
$103M -$2.42M -63,588 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$57.6M -$691K -18,133 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M -$794K -20,824 -1%
BIP
4
Brandes Investment Partners
California
$43.3M -$2.31M -60,625 -5%
Northern Trust
5
Northern Trust
Illinois
$30.5M +$7.6M +199,458 +33%
BIT
6
BlackRock Institutional Trust
California
$10.1M -$267K -6,993 -3%
AG
7
Aperio Group
California
$9.59M -$1.65M -43,246 -15%
Morgan Stanley
8
Morgan Stanley
New York
$9.37M +$2.47M +64,755 +35%
Charles Schwab
9
Charles Schwab
California
$8.81M +$813K +21,338 +10%
OAG
10
Orbis Allan Gray
Bermuda
$7.87M
Sanders Capital
11
Sanders Capital
Florida
$7.57M +$418K +10,968 +6%
Bank of America
12
Bank of America
North Carolina
$7.41M +$2.85M +74,679 +61%
PPA
13
Parametric Portfolio Associates
Washington
$6.93M +$2.54M +66,655 +57%
Allianz Asset Management
14
Allianz Asset Management
Germany
$6.76M +$6.84M +179,483 New
CS
15
Credit Suisse
Switzerland
$6.67M +$6.75M +177,129 New
PMG
16
Private Management Group
California
$5.81M -$960K -25,170 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.09M +$1.79M +47,018 +53%
AP
18
Antipodes Partners
Australia
$4.73M +$4.82M +126,375 New
Goldman Sachs
19
Goldman Sachs
New York
$4.71M +$269K +7,052 +6%
Wells Fargo
20
Wells Fargo
California
$3.75M +$98.4K +2,582 +3%
Franklin Resources
21
Franklin Resources
California
$3.41M -$386K -10,125 -10%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$3.13M +$2.35M +61,764 +287%
Invesco
23
Invesco
Georgia
$3.11M +$31.1K +815 +1%
Fisher Asset Management
24
Fisher Asset Management
Washington
$2.68M -$7.66K -201 -0.3%
Deutsche Bank
25
Deutsche Bank
Germany
$2.65M -$522K -13,685 -16%

SHG Hedge Fund Activity: Q4 2016 in Review

98 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2016, worth a combined $447M — up 8.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SHG positions and 11 closed out — a net gain of 5 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $7.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.66M sold.

  • 98 institutional investors held Shinhan Financial Group (SHG) as of Q4 2016, up from 95 in Q3 2016.
  • Funds reported $447M of Shinhan Financial Group stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 16 funds opened new Shinhan Financial Group positions in Q4 2016 and 11 closed out, a net change of +5 holders.
  • The largest Shinhan Financial Group buyer in Q4 2016 was Northern Trust, an estimated $7.6M added.
  • The largest Shinhan Financial Group seller in Q4 2016 was Old Mission Capital, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2016.