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Woori Financial

74 hedge funds and large institutions have $102M invested in Woori Financial in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

6% more funds holding

Funds holding: 7074 (+4)

0.08% more ownership

Funds ownership: 0.42%0.5% (+0.08%)

10% less capital invested

Capital invested by funds: $114M → $102M (-$12M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
51
Glassman Wealth Services
Virginia
$20K -$3.59K -102 -12%
JWM
52
Janiczek Wealth Management
Colorado
$19K -$4.33K -123 -15%
IA
53
IFP Advisors
Florida
$19K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$19K +$4.75K +135 +25%
BTI
55
Blue Trust Inc
Georgia
$16K +$15K +427 New
UB
56
UMB Bank
Missouri
$13K -$1.44K -41 -8%
Osaic Holdings
57
Osaic Holdings
Arizona
$13K +$1.51K +43 +11%
Citigroup
58
Citigroup
New York
$9K
AssetMark Inc
59
AssetMark Inc
California
$6K +$2.74K +78 +55%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$5K -$5.84K -166 -46%
EW
61
Evoke Wealth
California
$5K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AF
63
Allworth Financial
California
$5K +$5.84K +166 New
BIA
64
Bell Investment Advisors
California
$5K +$6.23K +177 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$4.3K -$5.63K -160 -51%
GRP
66
Global Retirement Partners
California
$4K +$2.67K +76 +141%
JWA
67
JFS Wealth Advisors
Pennsylvania
$3K -$7.95K -226 -66%
FPS
68
Fieldpoint Private Securities
Connecticut
$3K
PCG
69
Private Capital Group
Connecticut
$3K +$3.34K +95 New
SC
70
Schubert & Co
Texas
$3K +$4.04K +115 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.61K +$1.55M +44,060 New
PTC
72
Private Trust Company
Ohio
$1K +$1.34K +38 New
JP Morgan Chase
73
JP Morgan Chase
New York
$1K +$1.41K +40 +800%
AWA
74
Aaron Wealth Advisors
Illinois
-$2.1M -78,973 Closed
FCH
75
Freestone Capital Holdings
Washington
-$435K -11,542 Closed

WF Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q2 2022, worth a combined $102M — down 10% from $114M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WF positions and 13 closed out — a net gain of 6 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.8M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $2.1M sold.

  • 74 institutional investors held Woori Financial (WF) as of Q2 2022, up from 70 in Q1 2022.
  • Funds reported $102M of Woori Financial stock for Q2 2022, down 10% quarter-over-quarter.
  • 19 funds opened new Woori Financial positions in Q2 2022 and 13 closed out, a net change of +6 holders.
  • The largest Woori Financial buyer in Q2 2022 was Morgan Stanley, an estimated $30.8M added.
  • The largest Woori Financial seller in Q2 2022 was Aaron Wealth Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2022.