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Shinhan Financial Group

135 hedge funds and large institutions have $378M invested in Shinhan Financial Group in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $330M → $378M (+$48M)

0.14% more ownership

Funds ownership: 2.64%2.78% (+0.14%)

6% less funds holding

Funds holding: 144135 (-9)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.8M -$1.38M -45,296 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.3M -$20.8K -681 -0%
Morgan Stanley
3
Morgan Stanley
New York
$43.2M -$760K -24,885 -2%
Lazard Asset Management
4
Lazard Asset Management
New York
$29M +$884K +28,965 +3%
Pzena Investment Management
5
Pzena Investment Management
New York
$24M +$743K +24,353 +3%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$19.4M -$48.8K -1,599 -0.2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$13.9M -$801K -26,231 -5%
Goldman Sachs
8
Goldman Sachs
New York
$13.8M +$6.08M +199,262 +64%
OAG
9
Orbis Allan Gray
Bermuda
$12.2M +$13.8M +453,241 New
American Century Companies
10
American Century Companies
Missouri
$11.3M +$1.6M +52,500 +14%
Bank of America
11
Bank of America
North Carolina
$10.2M -$2.4M -78,582 -17%
Northern Trust
12
Northern Trust
Illinois
$8.26M -$374K -12,250 -4%
BIP
13
Brandes Investment Partners
California
$7.12M +$7.3M +239,083 +947%
TWI
14
Thomas White International
Illinois
$5.37M +$1.92M +62,868 +46%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$3.83M -$621K -20,361 -13%
Sanders Capital
16
Sanders Capital
Florida
$3.73M -$240K -7,860 -5%
Wells Fargo
17
Wells Fargo
California
$3.17M +$156K +5,117 +5%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$2.81M +$778K +25,488 +32%
EI
19
Ethic Inc
New York
$2.77M -$151K -4,945 -5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$2.7M -$32.2K -1,055 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.56M +$54.1K +1,772 +2%
Cerity Partners
22
Cerity Partners
New York
$2.5M -$67K -2,194 -10%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$2.42M -$1.22M -40,108 -31%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.17M +$6.29M +206,165 +236%
SAM
25
Silvercrest Asset Management
New York
$1.97M +$11.8K +388 +0.5%

SHG Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q1 2023, worth a combined $378M — up 15% from $330M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SHG and 9 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 45 added.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $13.8M. The largest seller was Cullen Capital Management, exiting entirely with an estimated $3.21M sold.

  • 135 institutional investors held Shinhan Financial Group (SHG) as of Q1 2023, down from 144 in Q4 2022.
  • Funds reported $378M of Shinhan Financial Group stock for Q1 2023, up 15% quarter-over-quarter.
  • 9 funds opened new Shinhan Financial Group positions in Q1 2023 and 17 closed out, a net change of -8 holders.
  • The largest Shinhan Financial Group buyer in Q1 2023 was Orbis Allan Gray, an estimated $13.8M added.
  • The largest Shinhan Financial Group seller in Q1 2023 was Cullen Capital Management, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2023.