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Woori Financial
WF

91 hedge funds and large institutions have $189M invested in Woori Financial in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

161% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 18

53% more capital invested

Capital invested by funds: $124M → $189M (+$65M)

14% more funds holding

Funds holding: 80 → 91 (+11)

0.24% more ownership

Funds ownership: 0.59% → 0.83% (+0.24%)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
47
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39.3M
2
BlackRock
BlackRock
New York
+$5.15M
3
Creative Planning
Creative Planning
Kansas
+$1.05M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$509K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$429K

Top Sellers

Rank Fund Capital Flow
1
CAMG
CWA Asset Management Group
Florida
-$1.07M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$321K
3
CHP
Cable Hill Partners
Oregon
-$281K
4
Goldman Sachs
Goldman Sachs
New York
-$233K
5
GT
Greenleaf Trust
Michigan
-$99.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$766K +$137K +4,773 +23%
Mariner
27
Mariner
Kansas
$742K +$129K +4,468 +22%
Corient Private Wealth
28
Corient Private Wealth
Florida
$710K -$46.9K -1,629 -6%
SFA
29
Sequoia Financial Advisors
Ohio
$703K +$45K +1,565 +7%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$641K +$252K +8,757 +70%
BP
31
Ballentine Partners
Massachusetts
$641K +$111K +3,843 +22%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$589K +$560K +19,482 New
SGA
33
Strategic Global Advisors
California
$555K -$52K -1,808 -9%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$524K +$11.9K +415 +2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$486K +$34.9K +1,213 +8%
HJIM
36
Henry James International Management
New York
$480K – – –
CG
37
Caprock Group
Idaho
$461K +$54.6K +1,899 +14%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$441K -$115 -4 -0%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$428K +$408K +14,181 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$409K +$55.9K +1,943 +17%
SIA
41
Schechter Investment Advisors
Michigan
$408K +$388K +13,504 New
BMSSC
42
B. Metzler seel. Sohn & Co
Germany
$400K +$381K +13,250 New
CAM
43
Cresset Asset Management
Illinois
$397K -$4.34K -151 -1%
QCM
44
QRG Capital Management
Illinois
$389K +$60.1K +2,091 +19%
QCM
45
Quantinno Capital Management
New York
$382K +$77.3K +2,688 +27%
CGH
46
Crossmark Global Holdings
Texas
$351K +$2.19K +76 +0.7%
PP
47
PDS Planning
Ohio
$350K +$5.87K +204 +2%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$338K +$777 +27 +0.2%
SSA
49
Schonfeld Strategic Advisors
New York
$332K +$316K +11,000 New
PA
50
Parallel Advisors
California
$315K +$49.3K +1,713 +20%
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WF Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2023, worth a combined $189M — up 53% from $124M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WF positions and 3 closed out — a net gain of 12 holders — while 47 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.3M. The largest seller was CWA Asset Management Group, cutting an estimated $1.07M.

  • 91 institutional investors held Woori Financial (WF) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $189M of Woori Financial stock for Q4 2023, up 53% quarter-over-quarter.
  • 15 funds opened new Woori Financial positions in Q4 2023 and 3 closed out, a net change of +12 holders.
  • The largest Woori Financial buyer in Q4 2023 was Morgan Stanley, an estimated $39.3M added.
  • The largest Woori Financial seller in Q4 2023 was CWA Asset Management Group, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.