Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Shinhan Financial Group Co L (SHG)

282 + Investors. Track Smart Money conviction in SHG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — SHG

Based on 282 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SHG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
282 hedge funds hold SHG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

173 buying110 selling
Last quarter: 173 funds were net buyers (41 opened a brand new position + 132 added to an existing one). Only 110 were sellers (82 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 35 → 54 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
144 out of 282 hedge funds have held SHG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 45 → 35 → 54 → 41 new funds/Q
New funds entering each quarter: 45 → 35 → 54 → 41. A growing number of institutions are discovering SHG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 13% 1-2yr ■ 31% new
Entry-cohort mix of 283 holders: 157 (55%) are 2+ year veterans, 37 entered 1–2 years ago, and 89 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
47 of 282 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHG

In 2026 Q1, 173 hedge funds were net buyers of SHG (41 opened a new position, 132 added to an existing one), while 110 reduced or exited (82 trimmed, 28 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in SHG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 282.

Hedge Fund Ownership: SHG

How many hedge funds hold SHG — quarterly history vs. share price
Quarterly hedge fund ownership of SHG vs. share price

Market Analysis: SHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Shinhan Financial Group Co L (SHG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHG has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
SHG
+18.3%
XLF
+8.5%

SHG outperformed XLF by +9.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
SHG
+0.0%
XLF
+0.0%

Since the filing became public, SHG outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SHG
2026 Q2 Stats Unlock in 4 days 282 + Investors

Track Smart Money conviction in SHG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 282 269 4.83%
13F Shares 22M 23M -3.24%
Total Value $1.35B $1.24B 9.28%
New Positions 41 54 -13
Increased Positions 131 125 +6
Closed Positions 28 17 +11
Reduced Positions 82 63 +19
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

282 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHG. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SHG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Family Office LLC 4.40% 87,921 $5.6M
2 Promethos Capital, LLC 3.45% 200,806 $12.7M
3 Arbiter Partners Capital Management LLC 2.24% 67,169 $4.2M
4 Ramirez Asset Management, Inc. 1.83% 277,732 $17.6M
5 W1M Asset Management Ltd 1.14% 1,965,980 $124.3M
6 Dalton Investments, Inc. 0.82% 14,300 $904K
7 Barometer Capital Management INC. 0.50% 28,200 $1.8M
8 JMN Financial LLC 0.42% 8,500 $538K
9 Plan A Wealth LLC 0.41% 15,305 $968K
10 Investment Research Partners LLC 0.32% 14,910 $943K
11 PCM Encore, LLC 0.30% 26,632 $1.7M
12 Legacy Wealth Asset Management, LLC 0.24% 17,602 $1.1M
13 West Family Investments, Inc. 0.23% 12,364 $782K
14 Ariadne Wealth Management, LP 0.19% 6,752 $427K
15 Frank, Rimerman Advisors LLC 0.16% 46,041 $2.9M
16 Lazard Asset Management LLC 0.16% 1,690,596 $106.9M
17 Dynamic Technology Lab Private Ltd 0.16% 11,260 $712K
18 Quadrant Capital Group LLC 0.15% 84,761 $5.4M
19 Mw Advisory, LLC 0.14% 5,622 $356K
20 Pzena Investment Management LLC 0.12% 669,474 $42.3M
21 OneAscent Family Office, LLC 0.12% 3,734 $236K
22 Laird Norton Wetherby Trust Company, LLC 0.11% 91,231 $5.8M
23 Capital Wealth Planning, LLC 0.11% 334,855 $21.2M
24 Canopy Partners, LLC 0.10% 5,483 $347K
25 Voleon Capital Management LP 0.10% 85,773 $5.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Shinhan Financial Group Co L (SHG)

What does the Smart Money Trend signal show for SHG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SHG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHG?

More buyers than sellers — 61% buying: Last quarter: 173 funds were net buyers (41 opened a brand new position + 132 added to an existing one). Only 110 were sellers (82 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHG holders?

Elite ownership — 56% AUM from top-100 funds: 47 of 282 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in SHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHG?

51% of holders stayed for 2+ years: 144 out of 282 hedge funds have held SHG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Shinhan Financial Group Co L (SHG) following the 2026 Q2 hedge fund 13F filings?

As of today, SHG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SHG has gained +18.3% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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