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Shinhan Financial Group

145 hedge funds and large institutions have $330M invested in Shinhan Financial Group in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

10% more funds holding

Funds holding: 132145 (+13)

9% more capital invested

Capital invested by funds: $303M → $330M (+$26.6M)

0.07% more ownership

Funds ownership: 2.58%2.64% (+0.07%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58M +$3.81M +141,464 +7%
Morgan Stanley
2
Morgan Stanley
New York
$45.5M +$2.96M +110,070 +7%
Lazard Asset Management
3
Lazard Asset Management
New York
$29.3M -$1.87M -69,258 -6%
Pzena Investment Management
4
Pzena Investment Management
New York
$24.2M +$3.7M +137,460 +19%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$20.2M +$220K +8,166 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.1M +$507K +18,813 +4%
Bank of America
7
Bank of America
North Carolina
$12.8M -$564K -20,938 -4%
American Century Companies
8
American Century Companies
Missouri
$10.2M +$4.31M +159,888 +78%
Northern Trust
9
Northern Trust
Illinois
$8.91M +$398K +14,785 +5%
Goldman Sachs
10
Goldman Sachs
New York
$8.74M +$4.2M +155,937 +99%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.54M -$1.31M -48,477 -23%
Marshall Wace
12
Marshall Wace
United Kingdom
$4.43M -$2.54M -94,427 -37%
Sanders Capital
13
Sanders Capital
Florida
$4.09M -$75.1K -2,790 -2%
TWI
14
Thomas White International
Illinois
$3.81M -$360K -13,371 -9%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$3.64M -$387K -14,363 -10%
CCM
16
Cullen Capital Management
New York
$3.21M -$1.87M -69,256 -38%
Wells Fargo
17
Wells Fargo
California
$3.14M -$222K -8,257 -7%
EI
18
Ethic Inc
New York
$3.01M +$480K +17,811 +20%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.83M -$1.75M -65,027 -39%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.6M +$79.8K +2,963 +3%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$2.48M -$1.2M -44,685 -34%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.44M -$718K -26,667 -23%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.25M -$78.6K -2,919 -3%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$2.2M +$1.04M +38,737 +96%
US Bancorp
25
US Bancorp
Minnesota
$2.1M -$689K -25,588 -25%

SHG Hedge Fund Activity: Q4 2022 in Review

145 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q4 2022, worth a combined $330M — up 8.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHG positions and 12 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $4.31M. The largest seller was Brandes Investment Partners, cutting an estimated $6.5M.

  • 145 institutional investors held Shinhan Financial Group (SHG) as of Q4 2022, up from 132 in Q3 2022.
  • Funds reported $330M of Shinhan Financial Group stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 27 funds opened new Shinhan Financial Group positions in Q4 2022 and 12 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q4 2022 was American Century Companies, an estimated $4.31M added.
  • The largest Shinhan Financial Group seller in Q4 2022 was Brandes Investment Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2022.