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.
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: 70 → 74 (+4)
0.08% more ownership
Funds ownership: 0.42% → 0.5% (+0.08%)
10% less capital invested
Capital invested by funds: $114M → $102M (-$12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.8M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$8.59M |
| 3 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$4.27M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$2.41M |
| 5 |
BlackRock
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$2.1M |
| 2 |
TWI
Thomas White International
Chicago,
Illinois
|
-$1.03M |
| 3 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$435K |
| 4 |
SAM
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
-$426K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| – | -$426K | -11,436 | Closed |
|
|
RJA
77
Raymond James & Associates
St Petersburg,
Florida
| – | -$363K | -9,647 | Closed |
|
|
PWPS
78
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$265K | -7,048 | Closed |
|
|
BL
79
Balentine LLC
Atlanta,
Georgia
| – | -$246K | -6,536 | Closed |
|
|
LWAM
80
Legacy Wealth Asset Management
Woodbury,
Minnesota
| – | -$229K | -6,071 | Closed |
|
81
Mercer Global Advisors
Denver,
Colorado
| – | -$214K | -5,694 | Closed |
|
|
BP
82
Ballentine Partners
Waltham,
Massachusetts
| – | -$210K | -5,570 | Closed |
|
|
T
83
TCWP
Beachwood,
Ohio
| – | -$15K | -404 | Closed |
|
|
GWM
84
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -50 | Closed |
|
|
FGAM
85
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$16 | -38 | Closed |
|
|
PFS
86
Prospera Financial Services
Dallas,
Texas
| – | -$1K | -32 | Closed |
|
|
MAM
87
Marquette Asset Management
Minneapolis,
Minnesota
| – | +$35 | +1 | +8% |
|
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.