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Woori Financial

80 hedge funds and large institutions have $124M invested in Woori Financial in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

7% more capital invested

Capital invested by funds: $116M → $124M (+$7.67M)

0% more ownership

Funds ownership: 0.59%0.59% (+0%)

5% less funds holding

Funds holding: 8480 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$595K +$33.2K +1,231 +6%
Cerity Partners
27
Cerity Partners
New York
$564K +$13.5K +500 +2%
SGA
28
Strategic Global Advisors
California
$553K -$54.7K -2,028 -9%
Mariner
29
Mariner
Kansas
$550K +$28.6K +1,060 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$521K -$142K -5,246 -22%
BP
31
Ballentine Partners
Massachusetts
$476K +$98K +3,632 +26%
API
32
Advisor Partners II
California
$472K +$102K +3,774 +28%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$464K +$2.59K +96 +0.6%
HJIM
34
Henry James International Management
New York
$436K +$64.7K +2,399 +18%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$407K +$13.7K +508 +4%
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$400K
CG
37
Caprock Group
Idaho
$366K -$3.7K -137 -1%
CAM
38
Cresset Asset Management
Illinois
$364K -$12.3K -457 -3%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$341K +$93.7K +3,474 +39%
CGH
40
Crossmark Global Holdings
Texas
$324K -$701 -26 -0.2%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$317K +$127K +4,707 +69%
PP
42
PDS Planning
Ohio
$312K +$11.9K +441 +4%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$306K +$64.4K +2,387 +27%
QCM
44
QRG Capital Management
Illinois
$295K +$290K +10,767 New
GT
45
Greenleaf Trust
Michigan
$284K -$4.16K -154 -1%
WFI
46
West Family Investments
California
$282K -$91.3K -3,384 -25%
CHP
47
Cable Hill Partners
Oregon
$281K +$64K +2,374 +30%
MMA
48
Miracle Mile Advisors
California
$281K +$22.9K +848 +9%
QCM
49
Quantinno Capital Management
New York
$273K -$29.1K -1,079 -10%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$265K -$11.2K -415 -4%

WF Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q3 2023, worth a combined $124M — up 6.6% from $116M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WF and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was CWA Asset Management Group, opening a new position worth an estimated $5.23M. The largest seller was BlackRock, cutting an estimated $1.51M.

  • 80 institutional investors held Woori Financial (WF) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $124M of Woori Financial stock for Q3 2023, up 6.6% quarter-over-quarter.
  • 5 funds opened new Woori Financial positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Woori Financial buyer in Q3 2023 was CWA Asset Management Group, an estimated $5.23M added.
  • The largest Woori Financial seller in Q3 2023 was BlackRock, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2023.