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.
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: 84 → 80 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$5.23M |
| 2 |
Morgan Stanley
New York
|
+$1.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$354K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$304K |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.51M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$462K |
| 3 |
Renaissance Technologies
New York
|
-$300K |
| 4 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
-$269K |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$229K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $1.86K | +$1.83K | +68 | New |
|
|
AWM
77
Abound Wealth Management
Franklin,
Tennessee
| $1.34K | – | – | – |
|
|
GFL
78
Granite FO LLC
Bedford,
New Hampshire
| $1.18K | – | – | – |
|
|
CAS
79
Coppell Advisory Solutions
Coppell,
Texas
| $551 | +$270 | +10 | +100% |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| $329 | – | – | – |
|
|
VIA
81
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$813K | -30,488 | Closed |
|
|
82
Natixis Advisors
Boston,
Massachusetts
| – | -$462K | -17,161 | Closed |
|
|
83
Renaissance Technologies
New York
| – | -$300K | -11,132 | Closed |
|
|
SIA
84
Schechter Investment Advisors
Birmingham,
Michigan
| – | -$269K | -9,991 | Closed |
|
|
BWP
85
BSW Wealth Partners
Boulder,
Colorado
| – | -$229K | -8,490 | Closed |
|
|
ACM
86
Aquatic Capital Management
Chicago,
Illinois
| – | -$5K | -200 | Closed |
|
|
KFI
87
Key Financial Inc
West Chester,
Pennsylvania
| – | -$4.1K | -152 | Closed |
|
|
CSPIA
88
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$2.83K | -105 | Closed |
|
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.