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Woori Financial

61 hedge funds and large institutions have $95.1M invested in Woori Financial in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

17% more funds holding

Funds holding: 5261 (+9)

12% more capital invested

Capital invested by funds: $85.1M → $95.1M (+$10M)

0% less ownership

Funds ownership: 0.4%0.4% (-0%)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
15
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$359K +$3.12K +96 +0.9%
MPM
27
MBB Public Markets
Illinois
$348K +$353K +10,846 New
CG
28
Caprock Group
Idaho
$341K -$488 -15 -0.1%
FIM
29
Freedom Investment Management
Connecticut
$329K +$333K +10,232 New
QCG
30
Quadrant Capital Group
Ohio
$303K -$4.85K -149 -2%
Ameriprise
31
Ameriprise
Minnesota
$286K -$7.52K -231 -3%
SFA
32
Sequoia Financial Advisors
Ohio
$245K +$249K +7,639 New
Franklin Resources
33
Franklin Resources
California
$242K -$15.3K -471 -6%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$210K +$213K +6,547 New
Wells Fargo
35
Wells Fargo
California
$165K +$167K +5,123 New
PA
36
Parallel Advisors
California
$148K -$3.94K -121 -3%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$134K
LC
38
Lindbrook Capital
California
$127K -$1.56K -48 -1%
UBS Group
39
UBS Group
Switzerland
$89K +$47.6K +1,464 +110%
JWM
40
Janiczek Wealth Management
Colorado
$26K
GWS
41
Glassman Wealth Services
Virginia
$25K +$9.54K +293 +59%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$21K -$1.5K -46 -7%
Osaic Holdings
43
Osaic Holdings
Arizona
$21K +$9.31K +286 +78%
UB
44
UMB Bank
Missouri
$19K +$19.5K +598 New
Citigroup
45
Citigroup
New York
$10K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.61K +203 New
EWA
47
EverSource Wealth Advisors
Alabama
$6K +$6.54K +201 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$5K -$1.5K -46 -21%
EW
49
Evoke Wealth
California
$5K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$423 +13 +9%

WF Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2021, worth a combined $95.1M — up 12% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WF positions and 6 closed out — a net gain of 10 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.01M. The largest seller was BlackRock, cutting an estimated $2.47M.

  • 61 institutional investors held Woori Financial (WF) as of Q4 2021, up from 52 in Q3 2021.
  • Funds reported $95.1M of Woori Financial stock for Q4 2021, up 12% quarter-over-quarter.
  • 16 funds opened new Woori Financial positions in Q4 2021 and 6 closed out, a net change of +10 holders.
  • The largest Woori Financial buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.01M added.
  • The largest Woori Financial seller in Q4 2021 was BlackRock, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2021.