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Woori Financial
WF

70 hedge funds and large institutions have $114M invested in Woori Financial in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

20% more capital invested

Capital invested by funds: $95.1M → $114M (+$19.1M)

15% more funds holding

Funds holding: 61 → 70 (+9)

0.02% more ownership

Funds ownership: 0.4% → 0.42% (+0.02%)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
31
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$2.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$673K
3
Marshall Wace
Marshall Wace
United Kingdom
+$541K
4
EI
Ethic Inc
New York
+$476K
5
FCH
Freestone Capital Holdings
Washington
+$417K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$717K
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$684K
3
Cerity Partners
Cerity Partners
New York
-$584K
4
GC
Guggenheim Capital
Illinois
-$548K
5
MPM
MBB Public Markets
Illinois
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Greenleaf Trust
Michigan
$451K -$69.9K -1,935 -14%
Wells Fargo
27
Wells Fargo
California
$437K +$234K +6,467 +126%
FCH
28
Freestone Capital Holdings
Washington
$435K +$417K +11,542 New
SAM
29
Sabadell Asset Management
Spain
$426K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$416K -$5.86K -162 -1%
CG
31
Caprock Group
Idaho
$402K +$2.35K +65 +0.6%
QCG
32
Quadrant Capital Group
Ohio
$390K +$33.2K +919 +10%
CGH
33
Crossmark Global Holdings
Texas
$376K +$362K +10,004 New
RJA
34
Raymond James & Associates
Florida
$363K +$349K +9,647 New
Ameriprise
35
Ameriprise
Minnesota
$322K -$12.7K -352 -4%
Franklin Resources
36
Franklin Resources
California
$288K +$3.47K +96 +1%
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$265K +$18.1K +501 +8%
BL
38
Balentine LLC
Georgia
$246K +$236K +6,536 New
LWAM
39
Legacy Wealth Asset Management
Minnesota
$229K +$219K +6,071 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$214K +$206K +5,694 New
BP
41
Ballentine Partners
Massachusetts
$210K +$201K +5,570 New
PA
42
Parallel Advisors
California
$179K +$4.81K +133 +3%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$158K – – –
LC
44
Lindbrook Capital
California
$143K -$5.71K -158 -4%
UBS Group
45
UBS Group
Switzerland
$119K +$13K +359 +13%
GWS
46
Glassman Wealth Services
Virginia
$31K +$1.41K +39 +5%
JWM
47
Janiczek Wealth Management
Colorado
$30K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$28K +$27.1K +750 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$26K +$759 +21 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$20K +$12.1K +334 +165%
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WF Hedge Fund Activity: Q1 2022 in Review

70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q1 2022, worth a combined $114M — up 20% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WF positions and 7 closed out — a net gain of 10 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $2.85M. The largest seller was BlackRock, cutting an estimated $717K.

  • 70 institutional investors held Woori Financial (WF) as of Q1 2022, up from 61 in Q4 2021.
  • Funds reported $114M of Woori Financial stock for Q1 2022, up 20% quarter-over-quarter.
  • 17 funds opened new Woori Financial positions in Q1 2022 and 7 closed out, a net change of +10 holders.
  • The largest Woori Financial buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $2.85M added.
  • The largest Woori Financial seller in Q1 2022 was BlackRock, an estimated $717K sold.

Based on aggregated 13F filings for Q1 2022.