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Shinhan Financial Group

111 hedge funds and large institutions have $519M invested in Shinhan Financial Group in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 109111 (+2)

0.01% less ownership

Funds ownership: 2.85%2.85% (-0.01%)

9% less capital invested

Capital invested by funds: $572M → $519M (-$52.7M)

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
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 -$3.32M -77,862 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$76.2M +$856K +20,064 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.8M +$245K +5,736 +0.4%
Northern Trust
4
Northern Trust
Illinois
$55.3M +$2.94M +68,827 +5%
BIP
5
Brandes Investment Partners
California
$23.1M -$781K -18,308 -3%
PPA
6
Parametric Portfolio Associates
Washington
$19.5M +$2.58M +60,480 +14%
AG
7
Aperio Group
California
$18.2M +$1.7M +39,801 +9%
Charles Schwab
8
Charles Schwab
California
$16.7M +$1.15M +26,956 +7%
CS
9
Credit Suisse
Switzerland
$14.9M +$3.66M +85,823 +28%
Bank of America
10
Bank of America
North Carolina
$14.7M +$6.32M +148,014 +63%
Morgan Stanley
11
Morgan Stanley
New York
$14.2M +$592K +13,867 +4%
BlackRock
12
BlackRock
New York
$13M -$7.05M -165,208 -33%
Sanders Capital
13
Sanders Capital
Florida
$8.58M -$34.1K -800 -0.4%
Nomura Asset Management
14
Nomura Asset Management
Japan
$8.06M -$371K -8,700 -4%
Goldman Sachs
15
Goldman Sachs
New York
$7.05M +$455K +10,670 +6%
Wells Fargo
16
Wells Fargo
California
$5.59M -$1.6M -37,537 -21%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.93M +$964K +22,600 +21%
Invesco
18
Invesco
Georgia
$4.28M +$104K +2,435 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.98M +$49.7K +1,164 +1%
ClearBridge Investments
20
ClearBridge Investments
New York
$3.56M +$626K +14,678 +19%
Franklin Resources
21
Franklin Resources
California
$3.23M +$155K +3,635 +5%
Pzena Investment Management
22
Pzena Investment Management
New York
$3.2M +$92K +2,156 +3%
Deutsche Bank
23
Deutsche Bank
Germany
$3.15M -$2.83M -66,410 -45%
TWI
24
Thomas White International
Illinois
$3.07M +$227K +5,330 +7%
Citigroup
25
Citigroup
New York
$2.48M +$10.6K +248 +0.4%

SHG Hedge Fund Activity: Q2 2018 in Review

111 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2018, worth a combined $519M — down 9.2% from $572M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SHG positions and 11 closed out — a net gain of 4 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was BlackRock, cutting an estimated $7.05M.

  • 111 institutional investors held Shinhan Financial Group (SHG) as of Q2 2018, up from 109 in Q1 2018.
  • Funds reported $519M of Shinhan Financial Group stock for Q2 2018, down 9.2% quarter-over-quarter.
  • 15 funds opened new Shinhan Financial Group positions in Q2 2018 and 11 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2018 was Bank of America, an estimated $6.32M added.
  • The largest Shinhan Financial Group seller in Q2 2018 was BlackRock, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2018.