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Shinhan Financial Group
SHG

194 hedge funds and large institutions have $689M invested in Shinhan Financial Group in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $169K | Put options by funds: $38K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

19% more capital invested

Capital invested by funds: $578M → $689M (+$111M)

7% more funds holding

Funds holding: 181 → 194 (+13)

0.06% more ownership

Funds ownership: 3.27% → 3.33% (+0.06%)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
75
Reduced
62
Closed
16
Calls
$169K
Puts
$38K
Net Calls
+$131K
Net Calls Change
+$48K

Top Buyers

1
CCM
Causeway Capital Management
California
+$12.5M
2
Northern Trust
Northern Trust
Illinois
+$5.89M
3
American Century Companies
American Century Companies
Missouri
+$3.96M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$3.5M
5
Bank of America
Bank of America
North Carolina
+$2.82M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$10.4M
2
FFM
FengHe Fund Management
Singapore
-$6.48M
3
Morgan Stanley
Morgan Stanley
New York
-$3.16M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.69M
5
SGI
Summit Global Investments
Utah
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$76.4M +$1.16M +28,358 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$66.6M +$207K +5,061 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$62.4M -$3.16M -77,208 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$54.9M +$297K +7,243 +0.6%
Pzena Investment Management
5
Pzena Investment Management
New York
$45.5M -$382K -9,330 -0.9%
American Century Companies
6
American Century Companies
Missouri
$31.5M +$3.96M +96,704 +15%
Bank of America
7
Bank of America
North Carolina
$28.2M +$2.82M +68,769 +12%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.6M +$3.5M +85,539 +21%
BIP
9
Brandes Investment Partners
California
$20.2M -$1.9M -46,495 -9%
Northern Trust
10
Northern Trust
Illinois
$17.5M +$5.89M +143,807 +53%
Vanguard Group
11
Vanguard Group
Pennsylvania
$17.1M -$2.26M -55,082 -12%
CCM
12
Causeway Capital Management
California
$12.9M +$12.5M +304,873 New
OAG
13
Orbis Allan Gray
Bermuda
$12.2M -$10.4M -253,863 -47%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$11.2M -$144K -3,519 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$10.7M -$2.69M -65,632 -21%
RAM
16
Ramirez Asset Management
New York
$8.44M -$5K -122 -0.1%
PC
17
Promethos Capital
Massachusetts
$8.3M – – –
Sanders Capital
18
Sanders Capital
Florida
$8.27M -$66.7K -1,628 -0.8%
ClearBridge Investments
19
ClearBridge Investments
New York
$7.23M +$279K +6,819 +4%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$7.2M -$505K -12,339 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.04M +$1.79M +43,720 +36%
Wells Fargo
22
Wells Fargo
California
$6.62M -$20.4K -499 -0.3%
Marshall Wace
23
Marshall Wace
United Kingdom
$5.5M +$2.57M +62,727 +94%
Goldman Sachs
24
Goldman Sachs
New York
$5.43M -$45.2K -1,103 -0.9%
Creative Planning
25
Creative Planning
Kansas
$5.16M +$877K +21,432 +21%
1
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SHG Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shinhan Financial Group (SHG) for Q3 2024, worth a combined $689M — up 19% from $578M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHG positions and 16 closed out — a net gain of 15 holders — while 75 added to existing stakes and 62 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $12.5M. The largest seller was Orbis Allan Gray, cutting an estimated $10.4M.

  • 194 institutional investors held Shinhan Financial Group (SHG) as of Q3 2024, up from 181 in Q2 2024.
  • Funds reported $689M of Shinhan Financial Group stock for Q3 2024, up 19% quarter-over-quarter.
  • 31 funds opened new Shinhan Financial Group positions in Q3 2024 and 16 closed out, a net change of +15 holders.
  • The largest Shinhan Financial Group buyer in Q3 2024 was Causeway Capital Management, an estimated $12.5M added.
  • The largest Shinhan Financial Group seller in Q3 2024 was Orbis Allan Gray, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.