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Shinhan Financial Group

140 hedge funds and large institutions have $382M invested in Shinhan Financial Group in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 136140 (+4)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $378M → $382M (+$4.06M)

0.04% more ownership

Funds ownership: 2.78%2.83% (+0.04%)

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
49
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.5M -$521K -19,593 -1%
Lazard Asset Management
2
Lazard Asset Management
New York
$49.9M +$22.3M +838,265 +78%
Morgan Stanley
3
Morgan Stanley
New York
$43.3M +$1.52M +56,931 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.8M -$115K -4,318 -0.3%
Pzena Investment Management
5
Pzena Investment Management
New York
$22.3M -$843K -31,682 -4%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$18.8M -$46.4K -1,742 -0.2%
OAG
7
Orbis Allan Gray
Bermuda
$12.4M +$556K +20,906 +5%
American Century Companies
8
American Century Companies
Missouri
$12.3M +$1.43M +53,693 +13%
Vanguard Group
9
Vanguard Group
Pennsylvania
$12.2M -$1.25M -46,865 -9%
Bank of America
10
Bank of America
North Carolina
$9.5M -$415K -15,590 -4%
Northern Trust
11
Northern Trust
Illinois
$8.46M +$478K +17,945 +6%
BIP
12
Brandes Investment Partners
California
$8.2M +$1.34M +50,472 +19%
TWI
13
Thomas White International
Illinois
$4.76M -$446K -16,742 -8%
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$4.04M +$4.12M +154,911 New
Sanders Capital
15
Sanders Capital
Florida
$3.6M -$7.98K -300 -0.2%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$3.5M +$796K +29,906 +29%
Wells Fargo
17
Wells Fargo
California
$3.47M +$411K +15,450 +13%
Goldman Sachs
18
Goldman Sachs
New York
$3.43M -$10.1M -380,815 -74%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.83M +$368K +13,841 +15%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$2.6M -$20.6K -774 -0.8%
EI
21
Ethic Inc
New York
$2.47M -$210K -7,889 -8%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$2.41M +$82.7K +3,108 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.25M -$5.51M -207,146 -71%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.21M -$1.52M -57,224 -40%
SAM
25
Silvercrest Asset Management
New York
$2M +$98.2K +3,690 +5%

SHG Hedge Fund Activity: Q2 2023 in Review

140 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q2 2023, worth a combined $382M — up 1.1% from $378M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SHG positions and 10 closed out — a net gain of 4 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $22.3M. The largest seller was Goldman Sachs, cutting an estimated $10.1M.

  • 140 institutional investors held Shinhan Financial Group (SHG) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $382M of Shinhan Financial Group stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 14 funds opened new Shinhan Financial Group positions in Q2 2023 and 10 closed out, a net change of +4 holders.
  • The largest Shinhan Financial Group buyer in Q2 2023 was Lazard Asset Management, an estimated $22.3M added.
  • The largest Shinhan Financial Group seller in Q2 2023 was Goldman Sachs, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.