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Woori Financial
WF

52 hedge funds and large institutions have $85.3M invested in Woori Financial in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $76M → $85.3M (+$9.26M)

2% more funds holding

Funds holding: 51 → 52 (+1)

0% more ownership

Funds ownership: 0.39% → 0.39% (+0%)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$958K
2
FTDI
First Trust Direct Indexing
Massachusetts
+$775K
3
PPA
Parametric Portfolio Associates
Washington
+$723K
4
GC
Guggenheim Capital
Illinois
+$372K
5
TWI
Thomas White International
Illinois
+$219K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.44M
2
VPIM
Vanguard Personalized Indexing Management
California
-$489K
3
Jane Street
Jane Street
New York
-$395K
4
BDS
Banco de Sabadell
Florida
-$309K
5
Morgan Stanley
Morgan Stanley
New York
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$278K -$155K -5,255 -36%
CAM
27
Cresset Asset Management
Illinois
$278K -$33K -1,120 -11%
Franklin Resources
28
Franklin Resources
California
$237K -$43.1K -1,461 -16%
SGA
29
Strategic Global Advisors
California
$233K – – –
BL
30
Balentine LLC
Georgia
$209K +$204K +6,914 New
PA
31
Parallel Advisors
California
$144K -$6.54K -222 -4%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$127K +$124K +4,200 New
LC
33
Lindbrook Capital
California
$121K – – –
UBS Group
34
UBS Group
Switzerland
$36K -$54.8K -1,860 -61%
Citigroup
35
Citigroup
New York
$34K +$7.02K +238 +28%
FGAM
36
Financial Gravity Asset Management
Texas
$30K -$29 -1 -4%
JWM
37
Janiczek Wealth Management
Colorado
$24K – – –
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$19K -$118 -4 -0.6%
GWS
40
Glassman Wealth Services
Virginia
$14K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$11K +$3.69K +125 +52%
BCA
42
Berman Capital Advisors
Georgia
$9K +$737 +25 +8%
TWA
43
TCI Wealth Advisors
Arizona
$9K +$8.85K +300 New
JP Morgan Chase
44
JP Morgan Chase
New York
$7K – – –
EW
45
Evoke Wealth
California
$5K -$118 -4 -2%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
FPS
47
Fieldpoint Private Securities
Connecticut
$3K – – –
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$3K – – –
AssetMark Inc
49
AssetMark Inc
California
$3K +$59 +2 +2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3K +$3.04K +103 New
1
2
3

WF Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q2 2021, worth a combined $85.3M — up 12% from $76M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WF positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $958K. The largest seller was BlackRock, cutting an estimated $1.44M.

  • 52 institutional investors held Woori Financial (WF) as of Q2 2021, up from 51 in Q1 2021.
  • Funds reported $85.3M of Woori Financial stock for Q2 2021, up 12% quarter-over-quarter.
  • 7 funds opened new Woori Financial positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest Woori Financial buyer in Q2 2021 was LSV Asset Management, an estimated $958K added.
  • The largest Woori Financial seller in Q2 2021 was BlackRock, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2021.