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Woori Financial

44 hedge funds and large institutions have $49.8M invested in Woori Financial in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $41.5M → $49.8M (+$8.27M)

0.02% more ownership

Funds ownership: 0.15%0.17% (+0.02%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 4544 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$16.8M +$2.5M +57,350 +18%
Northern Trust
2
Northern Trust
Illinois
$6.41M +$374K +8,591 +6%
AG
3
Aperio Group
California
$6.05M +$1.22M +28,087 +26%
Morgan Stanley
4
Morgan Stanley
New York
$4.38M -$338K -7,777 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.15M +$330K +7,575 +18%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.06M +$344K +7,896 +20%
Citigroup
7
Citigroup
New York
$1.79M +$1.67M +38,332 +1,638%
Bank of America
8
Bank of America
North Carolina
$1.78M +$34.8K +800 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.48M
AssetMark Inc
10
AssetMark Inc
California
$1.38M +$87.6K +2,013 +7%
Invesco
11
Invesco
Georgia
$1.23M +$31K +713 +3%
Deutsche Bank
12
Deutsche Bank
Germany
$641K -$253K -5,812 -29%
LNWWM
13
Laird Norton Wetherby Wealth Management
California
$466K +$173K +3,971 +60%
BDS
14
Banco de Sabadell
Florida
$442K
CGH
15
Crossmark Global Holdings
Texas
$389K -$3.92K -90 -1%
UBS Group
16
UBS Group
Switzerland
$298K -$96.3K -2,212 -25%
CIM
17
Confluence Investment Management
Missouri
$297K +$294K +6,764 New
PA
18
Profund Advisors
Maryland
$289K -$78.6K -1,806 -22%
Comerica Bank
19
Comerica Bank
Texas
$280K +$435 +10 +0.2%
KWA
20
KCS Wealth Advisory
California
$268K -$15.8K -364 -6%
PMAM
21
Picton Mahoney Asset Management
Ontario, Canada
$264K +$122K +2,800 +88%
S
22
SignatureFD
Georgia
$179K +$51.5K +1,184 +41%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$132K -$8.22K -189 -6%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$99K +$97.9K +2,249 New
US Bancorp
25
US Bancorp
Minnesota
$61K -$33.8K -777 -36%

WF Hedge Fund Activity: Q2 2018 in Review

44 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q2 2018, worth a combined $49.8M — up 20% from $41.5M a quarter earlier.

Fund positioning in WF was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 20 added to existing stakes and 11 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $338K.

  • 44 institutional investors held Woori Financial (WF) as of Q2 2018, down from 45 in Q1 2018.
  • Funds reported $49.8M of Woori Financial stock for Q2 2018, up 20% quarter-over-quarter.
  • 4 funds opened new Woori Financial positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest Woori Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $2.5M added.
  • The largest Woori Financial seller in Q2 2018 was Morgan Stanley, an estimated $338K sold.

Based on aggregated 13F filings for Q2 2018.