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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
PA
51
Parallel Advisors
California
$239K +$45.9K +1,703 +24%
Ameriprise
52
Ameriprise
Minnesota
$233K -$13.2K -490 -5%
Goldman Sachs
53
Goldman Sachs
New York
$233K -$17.8K -658 -7%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$206K -$208K -7,725 -51%
EWA
55
EverSource Wealth Advisors
Alabama
$191K +$11K +409 +6%
LC
56
Lindbrook Capital
California
$133K +$2.56K +95 +2%
UBS Group
57
UBS Group
Switzerland
$117K +$48.6K +1,803 +73%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$97.2K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$75K +$620 +23 +0.8%
BTI
60
Blue Trust Inc
Georgia
$74K +$39.5K +1,463 +114%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$31K -$135 -5 -0.4%
GWS
62
Glassman Wealth Services
Virginia
$29.8K -$3.18K -118 -10%
Citigroup
63
Citigroup
New York
$26.6K +$17.7K +657 +209%
Osaic Holdings
64
Osaic Holdings
Arizona
$22K +$10.6K +393 +96%
JP Morgan Chase
65
JP Morgan Chase
New York
$21.1K +$17.9K +662 +625%
JWM
66
Janiczek Wealth Management
Colorado
$20K -$2.51K -93 -11%
AF
67
Allworth Financial
California
$17.6K -$836 -31 -5%
UB
68
UMB Bank
Missouri
$12.8K
JWA
69
JFS Wealth Advisors
Pennsylvania
$8.06K -$81 -3 -1%
BIA
70
Bell Investment Advisors
California
$7.16K -$1.19K -44 -14%
Wells Fargo
71
Wells Fargo
California
$6.66K
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$5.4K +$5.32K +197 New
GRP
73
Global Retirement Partners
California
$5.13K
GI
74
Gradient Investments
Minnesota
$2.3K
SWM
75
Spire Wealth Management
Virginia
$2.19K

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.