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Woori Financial
WF

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: 80 → 91 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39.3M
2
BlackRock
BlackRock
New York
+$5.15M
3
Creative Planning
Creative Planning
Kansas
+$1.05M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$509K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$429K

Top Sellers

Rank Fund Capital Flow
1
CAMG
CWA Asset Management Group
Florida
-$1.07M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$321K
3
CHP
Cable Hill Partners
Oregon
-$281K
4
Goldman Sachs
Goldman Sachs
New York
-$233K
5
GT
Greenleaf Trust
Michigan
-$99.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$10.2K -$12.4K -432 -56%
Wells Fargo
77
Wells Fargo
California
$9.76K +$2.3K +80 +33%
JWA
78
JFS Wealth Advisors
Pennsylvania
$9.73K +$805 +28 +10%
AT
79
Arlington Trust
Alabama
$6.62K +$6.3K +219 New
GRP
80
Global Retirement Partners
California
$5.4K – – –
BIA
81
Bell Investment Advisors
California
$4.99K -$2.76K -96 -37%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$4.29K -$1.58K -55 -28%
GI
83
Gradient Investments
Minnesota
$2.54K – – –
SWM
84
Spire Wealth Management
Virginia
$2.32K – – –
AssetMark Inc
85
AssetMark Inc
California
$2.06K – – –
ASN
86
Advisory Services Network
Georgia
$1.78K +$1.7K +59 New
GFL
87
Granite FO LLC
New Hampshire
$1.3K – – –
AWM
88
Abound Wealth Management
Tennessee
$1.27K -$201 -7 -14%
PS
89
Principal Securities
Iowa
$544 +$518 +18 New
CAS
90
Coppell Advisory Solutions
Texas
$302 -$288 -10 -50%
FFA
91
Farther Finance Advisors
California
$272 +$259 +9 New
CHP
92
Cable Hill Partners
Oregon
– -$281K -10,241 Closed
Goldman Sachs
93
Goldman Sachs
New York
– -$233K -8,499 Closed
IA
94
IFP Advisors
Florida
– -$329 -12 Closed
1 2 3
4

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.