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Shinhan Financial Group

112 hedge funds and large institutions have $541M invested in Shinhan Financial Group in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

4% more capital invested

Capital invested by funds: $519M → $541M (+$21.9M)

1% more funds holding

Funds holding: 111112 (+1)

0% less ownership

Funds ownership: 2.85%2.84% (-0%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
35
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$104M -$2.62M -67,790 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$79.8M +$373K +9,651 +0.5%
Northern Trust
3
Northern Trust
Illinois
$58.8M +$1.05M +27,145 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57.1M -$1.06M -27,466 -2%
BIP
5
Brandes Investment Partners
California
$23M -$1.03M -26,673 -4%
PPA
6
Parametric Portfolio Associates
Washington
$20.5M +$135K +3,504 +0.7%
AG
7
Aperio Group
California
$20M +$1.02M +26,319 +6%
BlackRock
8
BlackRock
New York
$18.5M +$4.76M +123,425 +36%
Charles Schwab
9
Charles Schwab
California
$18.2M +$724K +18,768 +4%
Bank of America
10
Bank of America
North Carolina
$15.3M -$93.7K -2,428 -0.6%
CS
11
Credit Suisse
Switzerland
$15.2M -$326K -8,456 -2%
Morgan Stanley
12
Morgan Stanley
New York
$14.6M -$183K -4,751 -1%
Sanders Capital
13
Sanders Capital
Florida
$11.6M +$2.54M +65,900 +30%
Goldman Sachs
14
Goldman Sachs
New York
$8.8M +$1.4M +36,158 +20%
Nomura Asset Management
15
Nomura Asset Management
Japan
$7.57M -$811K -21,000 -10%
Pzena Investment Management
16
Pzena Investment Management
New York
$5.85M +$2.42M +62,600 +75%
Wells Fargo
17
Wells Fargo
California
$4.72M -$1.06M -27,553 -19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.34M +$159K +4,122 +4%
Invesco
19
Invesco
Georgia
$3.97M -$470K -12,185 -11%
Franklin Resources
20
Franklin Resources
California
$3.34M -$32.2K -834 -1%
ClearBridge Investments
21
ClearBridge Investments
New York
$3.28M -$419K -10,866 -12%
TWI
22
Thomas White International
Illinois
$3.2M +$1.16K +30 +0%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$2.63M +$239K +6,190 +10%
CGH
24
Crossmark Global Holdings
Texas
$2.41M +$243K +6,306 +12%
Deutsche Bank
25
Deutsche Bank
Germany
$2.32M -$925K -23,950 -29%

SHG Hedge Fund Activity: Q3 2018 in Review

112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2018, worth a combined $541M — up 4.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SHG positions and 19 closed out — a net gain of 1 holder — while 35 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $4.76M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $3.59M.

  • 112 institutional investors held Shinhan Financial Group (SHG) as of Q3 2018, up from 111 in Q2 2018.
  • Funds reported $541M of Shinhan Financial Group stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 20 funds opened new Shinhan Financial Group positions in Q3 2018 and 19 closed out, a net change of +1 holder.
  • The largest Shinhan Financial Group buyer in Q3 2018 was BlackRock, an estimated $4.76M added.
  • The largest Shinhan Financial Group seller in Q3 2018 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $3.59M sold.

Based on aggregated 13F filings for Q3 2018.