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Woori Financial

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: 8091 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
51
West Family Investments
California
$315K +$3.57K +124 +1%
MMA
52
Miracle Mile Advisors
California
$309K
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$297K +$4.89K +170 +2%
SCP
54
Sivia Capital Partners
California
$263K +$251K +8,719 New
BWP
55
BSW Wealth Partners
Colorado
$255K +$243K +8,444 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$251K +$22.2K +773 +10%
EWA
57
EverSource Wealth Advisors
Alabama
$248K +$35.1K +1,221 +18%
Ameriprise
58
Ameriprise
Minnesota
$233K -$23K -801 -9%
GT
59
Greenleaf Trust
Michigan
$209K -$99.3K -3,452 -33%
SCM
60
Shelton Capital Management
Colorado
$207K +$197K +6,857 New
LC
61
Lindbrook Capital
California
$167K +$19.5K +679 +14%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$107K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$106K +$21.9K +763 +28%
BTI
64
Blue Trust Inc
Georgia
$103K +$28.9K +1,005 +37%
Citigroup
65
Citigroup
New York
$66.8K +$35.6K +1,238 +127%
UBS Group
66
UBS Group
Switzerland
$63.7K -$62.4K -2,169 -51%
EC
67
EntryPoint Capital
New York
$34.8K +$33.2K +1,153 New
W
68
WealthCollab
Washington
$34.6K +$32.9K +1,144 New
GI
69
GAMMA Investing
California
$34.1K +$31.7K +1,101 New
GWS
70
Glassman Wealth Services
Virginia
$33.4K +$489 +17 +2%
JWM
71
Janiczek Wealth Management
Colorado
$32.5K +$9.95K +346 +47%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$32K -$1.81K -63 -5%
AF
73
Allworth Financial
California
$20.9K +$1.38K +48 +7%
UB
74
UMB Bank
Missouri
$14.1K
Osaic Holdings
75
Osaic Holdings
Arizona
$13.8K -$9.92K -345 -43%

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.