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Woori Financial

47 hedge funds and large institutions have $56.5M invested in Woori Financial in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $49.8M → $56.5M (+$6.69M)

7% more funds holding

Funds holding: 4447 (+3)

0.02% more ownership

Funds ownership: 0.17%0.18% (+0.02%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$19M +$1.65M +37,306 +10%
AG
2
Aperio Group
California
$7.92M +$1.64M +37,120 +27%
Northern Trust
3
Northern Trust
Illinois
$6.74M +$129K +2,906 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.8M +$280K +6,326 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.35M +$128K +2,902 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.27M +$731K +16,522 +49%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M -$104K -2,340 -5%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$1.8M +$1.65M +37,370 +1,662%
Bank of America
9
Bank of America
North Carolina
$1.67M -$164K -3,713 -9%
AssetMark Inc
10
AssetMark Inc
California
$1.46M +$33.6K +760 +2%
Invesco
11
Invesco
Georgia
$1.02M -$239K -5,409 -19%
Deutsche Bank
12
Deutsche Bank
Germany
$661K
LNWWM
13
Laird Norton Wetherby Wealth Management
California
$574K +$92.3K +2,085 +20%
BDS
14
Banco de Sabadell
Florida
$461K
Wells Fargo
15
Wells Fargo
California
$417K +$399K +9,023 +4,799%
CGH
16
Crossmark Global Holdings
Texas
$397K -$3.98K -90 -1%
CIM
17
Confluence Investment Management
Missouri
$318K +$11.5K +260 +4%
Comerica Bank
18
Comerica Bank
Texas
$281K +$16.4K +370 +6%
UBS Group
19
UBS Group
Switzerland
$273K -$33.4K -755 -11%
KWA
20
KCS Wealth Advisory
California
$236K -$40K -903 -15%
JP Morgan Chase
21
JP Morgan Chase
New York
$230K +$213K +4,822 +2,061%
S
22
SignatureFD
Georgia
$216K +$30.1K +680 +17%
PA
23
Profund Advisors
Maryland
$215K -$81.2K -1,834 -28%
Stifel Financial
24
Stifel Financial
Missouri
$207K +$205K +4,639 New
PMAM
25
Picton Mahoney Asset Management
Ontario, Canada
$204K -$66.4K -1,500 -25%

WF Hedge Fund Activity: Q3 2018 in Review

47 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q3 2018, worth a combined $56.5M — up 13% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WF positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was O'Shaughnessy Asset Management, adding an estimated $1.65M. The largest seller was Citigroup, cutting an estimated $1.61M.

  • 47 institutional investors held Woori Financial (WF) as of Q3 2018, up from 44 in Q2 2018.
  • Funds reported $56.5M of Woori Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 6 funds opened new Woori Financial positions in Q3 2018 and 3 closed out, a net change of +3 holders.
  • The largest Woori Financial buyer in Q3 2018 was O'Shaughnessy Asset Management, an estimated $1.65M added.
  • The largest Woori Financial seller in Q3 2018 was Citigroup, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2018.