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Woori Financial

26 hedge funds and large institutions have $12.9M invested in Woori Financial in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more capital invested

Capital invested by funds: $6.1M → $12.9M (+$6.83M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more funds holding

Funds holding: 2426 (+2)

0.02% more ownership

Funds ownership: 0.04%0.06% (+0.02%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.35M +$4.78M +168,869 +15,255%
PPA
2
Parametric Portfolio Associates
Washington
$3.86M +$38.3K +1,351 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$974K
Morgan Stanley
4
Morgan Stanley
New York
$803K +$249K +8,779 +52%
AG
5
Aperio Group
California
$424K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$321K
AI
7
Analytic Investors
California
$258K -$28.8K -1,016 -11%
WAM
8
World Asset Management
Michigan
$242K +$218K +7,687 New
GC
9
Guggenheim Capital
Illinois
$236K -$119K -4,200 -36%
RBC
10
Ronald Blue & Co
Georgia
$209K -$46.8K -1,653 -20%
AP
11
Advisors Preferred
Maryland
$124K +$112K +3,937 New
Citigroup
12
Citigroup
New York
$26K +$7.91K +279 +54%
PMAM
13
Picton Mahoney Asset Management
Ontario, Canada
$25K +$22.7K +800 New
JP Morgan Chase
14
JP Morgan Chase
New York
$19K -$1.93K -68 -10%
FPFS
15
First Personal Financial Services
North Carolina
$17K +$15.2K +538 New
IA
16
IFP Advisors
Florida
$11K +$9.49K +335 New
AIM
17
Acrospire Investment Management
Illinois
$6K -$2.83K -100 -33%
FHA
18
First Horizon Advisors
Tennessee
$5K +$4.28K +151 New
UBS Group
19
UBS Group
Switzerland
$3K -$22.7K -800 -90%
HR
20
Howe & Rusling
New York
$3K
FNBT
21
FineMark National Bank & Trust
Florida
$2K -$255 -9 -11%
LIA
22
LS Investment Advisors
Michigan
$2K
MFS
23
MSI Financial Services
Massachusetts
$2K
AG
24
Advisor Group
Arizona
$2K +$2.21K +78 New
Wells Fargo
25
Wells Fargo
California
$1K -$85.1K -3,005 -99%

WF Hedge Fund Activity: Q3 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q3 2016, worth a combined $12.9M — up 112% from $6.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WF positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $4.78M. The largest seller was Eagle Global Advisors, exiting entirely with an estimated $253K sold.

  • 26 institutional investors held Woori Financial (WF) as of Q3 2016, up from 24 in Q2 2016.
  • Funds reported $12.9M of Woori Financial stock for Q3 2016, up 112% quarter-over-quarter.
  • 7 funds opened new Woori Financial positions in Q3 2016 and 4 closed out, a net change of +3 holders.
  • The largest Woori Financial buyer in Q3 2016 was Bank of America, an estimated $4.78M added.
  • The largest Woori Financial seller in Q3 2016 was Eagle Global Advisors, an estimated $253K sold.

Based on aggregated 13F filings for Q3 2016.