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Woori Financial

26 hedge funds and large institutions have $12.3M invested in Woori Financial in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 2626 (0)

0% less ownership

Funds ownership: 0.06%0.06% (-0%)

5% less capital invested

Capital invested by funds: $12.9M → $12.3M (-$594K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$4.53M +$604K +18,705 +15%
Bank of America
2
Bank of America
North Carolina
$4.41M -$1.04M -32,283 -19%
Morgan Stanley
3
Morgan Stanley
New York
$1.1M +$287K +8,884 +35%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$984K -$7.75K -240 -0.8%
AG
5
Aperio Group
California
$425K -$6.36K -197 -1%
WAM
6
World Asset Management
Michigan
$227K -$19.4K -601 -8%
Comerica Bank
7
Comerica Bank
Texas
$211K +$210K +6,504 New
GC
8
Guggenheim Capital
Illinois
$205K -$35.5K -1,100 -15%
Deutsche Bank
9
Deutsche Bank
Germany
$65K +$65.8K +2,037 New
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$54K +$54.9K +1,702 New
PMAM
11
Picton Mahoney Asset Management
Ontario, Canada
$38K +$12.9K +400 +50%
AIM
12
Acrospire Investment Management
Illinois
$17K +$10.9K +337 +169%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$13K +$13.5K +419 New
IA
14
IFP Advisors
Florida
$10K -$1.03K -32 -10%
FPFS
15
First Personal Financial Services
North Carolina
$8K -$9.04K -280 -52%
JP Morgan Chase
16
JP Morgan Chase
New York
$7K -$12.8K -396 -63%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6K +$6.23K +193 New
FHA
18
First Horizon Advisors
Tennessee
$5K
AG
19
Advisor Group
Arizona
$4K +$2.32K +72 +92%
HR
20
Howe & Rusling
New York
$3K
UBS Group
21
UBS Group
Switzerland
$3K
FNBT
22
FineMark National Bank & Trust
Florida
$2K
LIA
23
LS Investment Advisors
Michigan
$2K
MFS
24
MSI Financial Services
Massachusetts
$2K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K

WF Hedge Fund Activity: Q4 2016 in Review

26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2016, worth a combined $12.3M — down 4.6% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WF positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $604K. The largest seller was Bank of America, cutting an estimated $1.04M.

  • 26 institutional investors held Woori Financial (WF) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $12.3M of Woori Financial stock for Q4 2016, down 4.6% quarter-over-quarter.
  • 5 funds opened new Woori Financial positions in Q4 2016 and 4 closed out, a net change of +1 holder.
  • The largest Woori Financial buyer in Q4 2016 was Parametric Portfolio Associates, an estimated $604K added.
  • The largest Woori Financial seller in Q4 2016 was Bank of America, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2016.