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Woori Financial

52 hedge funds and large institutions have $53.3M invested in Woori Financial in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

11% more funds holding

Funds holding: 4752 (+5)

0% more ownership

Funds ownership: 0.18%0.19% (+0%)

6% less capital invested

Capital invested by funds: $56.5M → $53.3M (-$3.23M)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$18.7M +$1.1M +25,623 +6%
AG
2
Aperio Group
California
$8.59M +$1.25M +29,182 +17%
Morgan Stanley
3
Morgan Stanley
New York
$4.72M +$269K +6,265 +6%
Charles Schwab
4
Charles Schwab
California
$4.46M +$4.54M +105,813 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.36M +$167K +3,882 +7%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.81M -$58.4K -1,360 -3%
OSAM
7
O'Shaughnessy Asset Management
Connecticut
$1.58M -$91.9K -2,141 -5%
Bank of America
8
Bank of America
North Carolina
$1.53M -$21.8K -508 -1%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.34M +$1.37M +31,931 New
AssetMark Inc
10
AssetMark Inc
California
$1.03M -$326K -7,592 -24%
Invesco
11
Invesco
Georgia
$889K -$58.5K -1,363 -6%
Northern Trust
12
Northern Trust
Illinois
$666K -$5.7M -132,814 -89%
Wells Fargo
13
Wells Fargo
California
$505K +$119K +2,781 +30%
LNWWM
14
Laird Norton Wetherby Wealth Management
California
$476K -$58.6K -1,366 -11%
JP Morgan Chase
15
JP Morgan Chase
New York
$450K +$242K +5,635 +111%
BDS
16
Banco de Sabadell
Florida
$438K
QCG
17
Quadrant Capital Group
Ohio
$338K +$344K +8,017 +7,032%
CGH
18
Crossmark Global Holdings
Texas
$334K -$35.2K -820 -9%
S
19
SignatureFD
Georgia
$299K +$101K +2,347 +49%
CIM
20
Confluence Investment Management
Missouri
$296K
UBS Group
21
UBS Group
Switzerland
$268K +$13.6K +316 +5%
Comerica Bank
22
Comerica Bank
Texas
$252K +$3.35K +78 +1%
SGA
23
Strategic Global Advisors
California
$231K +$235K +5,480 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$221K +$225K +5,248 New
KWA
25
KCS Wealth Advisory
California
$215K -$4.38K -102 -2%

WF Hedge Fund Activity: Q4 2018 in Review

52 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2018, worth a combined $53.3M — down 5.7% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WF positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $4.54M. The largest seller was Northern Trust, cutting an estimated $5.7M.

  • 52 institutional investors held Woori Financial (WF) as of Q4 2018, up from 47 in Q3 2018.
  • Funds reported $53.3M of Woori Financial stock for Q4 2018, down 5.7% quarter-over-quarter.
  • 14 funds opened new Woori Financial positions in Q4 2018 and 9 closed out, a net change of +5 holders.
  • The largest Woori Financial buyer in Q4 2018 was Charles Schwab, an estimated $4.54M added.
  • The largest Woori Financial seller in Q4 2018 was Northern Trust, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2018.