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Shinhan Financial Group

131 hedge funds and large institutions have $460M invested in Shinhan Financial Group in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

14% more funds holding

Funds holding: 115131 (+16)

13% more capital invested

Capital invested by funds: $405M → $460M (+$54.7M)

0.02% more ownership

Funds ownership: 2.64%2.66% (+0.02%)

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
55
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$67.1M -$1.89M -62,403 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$64.7M -$1.51M -49,858 -3%
BlackRock
3
BlackRock
New York
$46.5M +$17.8M +586,636 +73%
Lazard Asset Management
4
Lazard Asset Management
New York
$46M -$1.21M -39,914 -3%
PPA
5
Parametric Portfolio Associates
Washington
$28.4M +$3.17M +104,637 +14%
Vanguard Group
6
Vanguard Group
Pennsylvania
$25.5M +$479K +15,817 +2%
Pzena Investment Management
7
Pzena Investment Management
New York
$23M +$1.63M +53,919 +9%
Bank of America
8
Bank of America
North Carolina
$16.8M +$1.89M +62,314 +14%
Morgan Stanley
9
Morgan Stanley
New York
$14.2M -$1.7M -56,176 -12%
BIP
10
Brandes Investment Partners
California
$10.8M -$103K -3,398 -1%
CGH
11
Crossmark Global Holdings
Texas
$10.8M -$779K -25,715 -7%
CCM
12
Cullen Capital Management
New York
$7.48M +$6.75M +222,948 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$6.43M +$791K +26,124 +16%
TWI
14
Thomas White International
Illinois
$6.27M +$635K +20,953 +13%
Wells Fargo
15
Wells Fargo
California
$5.12M +$597K +19,697 +15%
Goldman Sachs
16
Goldman Sachs
New York
$4.74M -$427K -14,084 -9%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.62M -$669K -22,086 -14%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$4.41M +$3.17M +104,503 +387%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.69M +$1.6M +52,683 +92%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$3.55M +$1.61M +53,126 +100%
Sanders Capital
21
Sanders Capital
Florida
$3.38M +$167K +5,500 +6%
ClearBridge Investments
22
ClearBridge Investments
New York
$3.24M +$608K +20,084 +26%
Franklin Resources
23
Franklin Resources
California
$3.22M +$597K +19,712 +26%
Marshall Wace
24
Marshall Wace
United Kingdom
$2.6M +$2.35M +77,539 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$2.54M +$977K +32,259 +74%

SHG Hedge Fund Activity: Q1 2021 in Review

131 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2021, worth a combined $460M — up 13% from $405M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SHG positions and 16 closed out — a net gain of 17 holders — while 55 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was Millennium Management, exiting entirely with an estimated $2.35M sold.

  • 131 institutional investors held Shinhan Financial Group (SHG) as of Q1 2021, up from 115 in Q4 2020.
  • Funds reported $460M of Shinhan Financial Group stock for Q1 2021, up 13% quarter-over-quarter.
  • 33 funds opened new Shinhan Financial Group positions in Q1 2021 and 16 closed out, a net change of +17 holders.
  • The largest Shinhan Financial Group buyer in Q1 2021 was BlackRock, an estimated $17.8M added.
  • The largest Shinhan Financial Group seller in Q1 2021 was Millennium Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2021.