We are live on ! Find out more
SHG icon

Shinhan Financial Group

156 hedge funds and large institutions have $379M invested in Shinhan Financial Group in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

12% more funds holding

Funds holding: 139156 (+17)

0.05% less ownership

Funds ownership: 2.83%2.77% (-0.05%)

1% less capital invested

Capital invested by funds: $382M → $379M (-$3.17M)

33% less call options, than puts

Call options by funds: $16K | Put options by funds: $24K

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
57
Reduced
44
Closed
5
Calls
$16K
Puts
$24K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.8M -$4.62M -172,140 -9%
Morgan Stanley
2
Morgan Stanley
New York
$47.5M +$3.54M +132,053 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.9M -$523K -19,511 -1%
Lazard Asset Management
4
Lazard Asset Management
New York
$28.9M -$22.1M -823,477 -43%
Pzena Investment Management
5
Pzena Investment Management
New York
$22.8M +$46.9K +1,750 +0.2%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$19.1M
OAG
7
Orbis Allan Gray
Bermuda
$13.7M +$1.14M +42,626 +9%
American Century Companies
8
American Century Companies
Missouri
$13.6M +$1.17M +43,516 +9%
Vanguard Group
9
Vanguard Group
Pennsylvania
$12.9M +$569K +21,214 +5%
Bank of America
10
Bank of America
North Carolina
$9.01M -$656K -24,456 -7%
BIP
11
Brandes Investment Partners
California
$8.3M -$35K -1,304 -0.4%
Northern Trust
12
Northern Trust
Illinois
$8.04M -$568K -21,176 -7%
RAM
13
Ramirez Asset Management
New York
$4.41M +$4.46M +166,364 New
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$4.19M +$89K +3,320 +2%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$3.94M +$388K +14,474 +11%
Sanders Capital
16
Sanders Capital
Florida
$3.66M
Wells Fargo
17
Wells Fargo
California
$3.55M +$21K +784 +0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.48M +$1.2M +44,895 +52%
Goldman Sachs
19
Goldman Sachs
New York
$3.13M -$360K -13,420 -10%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$3.06M +$429K +15,993 +16%
EI
21
Ethic Inc
New York
$2.8M +$291K +10,861 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.79M -$94K -3,504 -3%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.54M +$1.53M +57,110 +148%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.4M +$152K +5,676 +7%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$2.11M +$161K +6,002 +8%

SHG Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2023, worth a combined $379M — down 0.83% from $382M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHG positions and 5 closed out — a net gain of 18 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.54M. The largest seller was Lazard Asset Management, cutting an estimated $22.1M.

  • 156 institutional investors held Shinhan Financial Group (SHG) as of Q3 2023, up from 139 in Q2 2023.
  • Funds reported $379M of Shinhan Financial Group stock for Q3 2023, down 0.83% quarter-over-quarter.
  • 23 funds opened new Shinhan Financial Group positions in Q3 2023 and 5 closed out, a net change of +18 holders.
  • The largest Shinhan Financial Group buyer in Q3 2023 was Morgan Stanley, an estimated $3.54M added.
  • The largest Shinhan Financial Group seller in Q3 2023 was Lazard Asset Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2023.