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Woori Financial
WF

39 hedge funds and large institutions have $36.8M invested in Woori Financial in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

25% more capital invested

Capital invested by funds: $29.3M → $36.8M (+$7.42M)

18% more funds holding

Funds holding: 33 → 39 (+6)

0.03% more ownership

Funds ownership: 0.09% → 0.12% (+0.03%)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.09M
2
TAM
Todd Asset Management
Kentucky
+$3.09M
3
Morgan Stanley
Morgan Stanley
New York
+$1.41M
4
AR
Advisory Research
Illinois
+$1.35M
5
PPA
Parametric Portfolio Associates
Washington
+$747K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.21M
2
FIM
Freedom Investment Management
Connecticut
-$221K
3
AG
Aperio Group
California
-$83.9K
4
AIM
Acrospire Investment Management
Illinois
-$32K
5
FPFS
First Personal Financial Services
North Carolina
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$11K -$1.22K -25 -9%
JP Morgan Chase
27
JP Morgan Chase
New York
$11K – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9K +$9.07K +186 New
AssetMark Inc
29
AssetMark Inc
California
$7K – – –
FHA
30
First Horizon Advisors
Tennessee
$7K – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6K +$1.95K +40 +38%
TRCT
32
Tower Research Capital (TRC)
New York
$5K +$4.88K +100 New
HR
33
Howe & Rusling
New York
$4K – – –
LIA
34
LS Investment Advisors
Michigan
$2K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2K – – –
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$1.17K +24 +96%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$1K -$1.46K -30 -56%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1K +$1.02K +21 New
FIM
39
Freedom Investment Management
Connecticut
– -$221K -4,538 Closed
AIM
40
Acrospire Investment Management
Illinois
– -$32K -660 Closed
FPFS
41
First Personal Financial Services
North Carolina
– -$13K -258 Closed
PA
42
Parallel Advisors
California
– +$293 +6 New
1
2

WF Hedge Fund Activity: Q3 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q3 2017, worth a combined $36.8M — up 25% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WF positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Teachers Retirement System of the State of Kentucky, opening a new position worth an estimated $3.09M. The largest seller was Bank of America, cutting an estimated $2.21M.

  • 39 institutional investors held Woori Financial (WF) as of Q3 2017, up from 33 in Q2 2017.
  • Funds reported $36.8M of Woori Financial stock for Q3 2017, up 25% quarter-over-quarter.
  • 10 funds opened new Woori Financial positions in Q3 2017 and 3 closed out, a net change of +7 holders.
  • The largest Woori Financial buyer in Q3 2017 was Teachers Retirement System of the State of Kentucky, an estimated $3.09M added.
  • The largest Woori Financial seller in Q3 2017 was Bank of America, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2017.