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Shinhan Financial Group

111 hedge funds and large institutions have $599M invested in Shinhan Financial Group in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

26% more funds holding

Funds holding: 88111 (+23)

11% more capital invested

Capital invested by funds: $538M → $599M (+$61.1M)

0.16% more ownership

Funds ownership: 2.56%2.72% (+0.16%)

Holders
111
Holders Change
+23
Holders Change %
+26.14%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
38
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$126M +$751K +16,754 +0.6%
Lazard Asset Management
2
Lazard Asset Management
New York
$82.7M +$2.74M +61,039 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69M -$485K -10,809 -0.7%
Northern Trust
4
Northern Trust
Illinois
$62.4M +$2.36M +52,706 +4%
BIP
5
Brandes Investment Partners
California
$29M -$827K -18,432 -3%
BlackRock
6
BlackRock
New York
$20.1M +$6.07M +135,386 +45%
AG
7
Aperio Group
California
$20.1M +$1.96M +43,635 +11%
PPA
8
Parametric Portfolio Associates
Washington
$19.7M +$2.5M +55,810 +15%
Charles Schwab
9
Charles Schwab
California
$17.2M +$1.37M +30,550 +9%
Morgan Stanley
10
Morgan Stanley
New York
$15.5M +$1.25M +27,793 +9%
CS
11
Credit Suisse
Switzerland
$12.3M +$11.8M +264,176 New
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$10.9M -$270K -6,025 -2%
Sanders Capital
13
Sanders Capital
Florida
$10.5M +$543K +12,100 +6%
Goldman Sachs
14
Goldman Sachs
New York
$9.64M +$2.02M +45,117 +28%
Nomura Asset Management
15
Nomura Asset Management
Japan
$9.57M -$565K -12,600 -6%
Bank of America
16
Bank of America
North Carolina
$6.63M -$2.59M -57,663 -29%
Wells Fargo
17
Wells Fargo
California
$5.67M +$297K +6,620 +6%
Invesco
18
Invesco
Georgia
$4.92M +$240K +5,360 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.67M -$1.3M -28,898 -22%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$4.49M +$17.2K +384 +0.4%
Pzena Investment Management
21
Pzena Investment Management
New York
$4.34M +$705K +15,724 +20%
Franklin Resources
22
Franklin Resources
California
$3.8M -$226K -5,039 -6%
CGH
23
Crossmark Global Holdings
Texas
$3.17M -$136K -3,022 -4%
TWI
24
Thomas White International
Illinois
$3.13M +$3.03M +67,523 New
Fisher Asset Management
25
Fisher Asset Management
Washington
$3.1M -$71.3K -1,589 -2%

SHG Hedge Fund Activity: Q4 2017 in Review

111 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2017, worth a combined $599M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHG positions and 6 closed out — a net gain of 23 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $11.8M. The largest seller was Bank of America, cutting an estimated $2.59M.

  • 111 institutional investors held Shinhan Financial Group (SHG) as of Q4 2017, up from 88 in Q3 2017.
  • Funds reported $599M of Shinhan Financial Group stock for Q4 2017, up 11% quarter-over-quarter.
  • 29 funds opened new Shinhan Financial Group positions in Q4 2017 and 6 closed out, a net change of +23 holders.
  • The largest Shinhan Financial Group buyer in Q4 2017 was Credit Suisse, an estimated $11.8M added.
  • The largest Shinhan Financial Group seller in Q4 2017 was Bank of America, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2017.