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Shinhan Financial Group

114 hedge funds and large institutions have $459M invested in Shinhan Financial Group in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $433M → $459M (+$26.1M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.07% less ownership

Funds ownership: 2.61%2.54% (-0.07%)

2% less funds holding

Funds holding: 116114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$88.6M -$2.96M -79,996 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$62M -$1.48M -39,963 -2%
Northern Trust
3
Northern Trust
Illinois
$58.7M -$665K -17,970 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.3M -$1.95M -52,607 -4%
PPA
5
Parametric Portfolio Associates
Washington
$28.3M +$2.26M +60,966 +9%
Morgan Stanley
6
Morgan Stanley
New York
$28.1M +$3.16M +85,210 +13%
AG
7
Aperio Group
California
$25.2M +$3.86M +104,146 +19%
BIP
8
Brandes Investment Partners
California
$17.7M -$1.15M -31,074 -6%
Bank of America
9
Bank of America
North Carolina
$16.2M -$1.25M -33,743 -7%
Sanders Capital
10
Sanders Capital
Florida
$7.5M -$148K -4,000 -2%
Pzena Investment Management
11
Pzena Investment Management
New York
$6.62M -$29.5K -797 -0.5%
Goldman Sachs
12
Goldman Sachs
New York
$5.06M +$1.72M +46,329 +54%
BlackRock
13
BlackRock
New York
$4.41M -$5.25M -141,833 -55%
Wells Fargo
14
Wells Fargo
California
$4.25M -$551K -14,883 -12%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$3.36M +$132K +3,571 +4%
TWI
16
Thomas White International
Illinois
$3.31M -$89K -2,404 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$2.93M -$110K -2,960 -4%
Allianz Asset Management
18
Allianz Asset Management
Germany
$2.92M +$2.84M +76,687 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.42M +$291K +7,851 +14%
AGA
20
Altrinsic Global Advisors
Connecticut
$2.28M +$451K +12,192 +26%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.13M +$1.3M +35,223 +169%
CGH
22
Crossmark Global Holdings
Texas
$1.99M -$7.41K -200 -0.4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.95M +$288K +7,773 +18%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.73M +$93.4K +2,523 +6%
Nomura Asset Management
25
Nomura Asset Management
Japan
$1.7M -$359K -9,700 -18%

SHG Hedge Fund Activity: Q4 2019 in Review

114 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2019, worth a combined $459M — up 6% from $433M a quarter earlier.

Fund positioning in SHG was balanced in Q4 2019: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 33 trimmed.

The largest buyer was Aperio Group, adding an estimated $3.86M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.87M sold.

  • 114 institutional investors held Shinhan Financial Group (SHG) as of Q4 2019, down from 116 in Q3 2019.
  • Funds reported $459M of Shinhan Financial Group stock for Q4 2019, up 6% quarter-over-quarter.
  • 12 funds opened new Shinhan Financial Group positions in Q4 2019 and 12 closed out, a net change of 0 holders.
  • The largest Shinhan Financial Group buyer in Q4 2019 was Aperio Group, an estimated $3.86M added.
  • The largest Shinhan Financial Group seller in Q4 2019 was Credit Suisse, an estimated $7.87M sold.

Based on aggregated 13F filings for Q4 2019.