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Woori Financial

40 hedge funds and large institutions have $59.9M invested in Woori Financial in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $58.2M → $59.9M (+$1.67M)

0.02% more ownership

Funds ownership: 0.26%0.27% (+0.02%)

22% less funds holding

Funds holding: 5140 (-11)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
40
Holders Change
-11
Holders Change %
-21.57%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
9
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$21.6M +$3.69M +120,581 +20%
AG
2
Aperio Group
California
$11.5M +$989K +32,298 +9%
Bank of America
3
Bank of America
North Carolina
$5.04M -$1.32M -43,195 -21%
Northern Trust
4
Northern Trust
Illinois
$3.93M -$46.7K -1,526 -1%
Morgan Stanley
5
Morgan Stanley
New York
$3.56M +$698K +22,792 +24%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$3.42M +$1.17M +38,100 +51%
TWI
7
Thomas White International
Illinois
$2.07M -$16.8K -550 -0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.73M -$384K -12,530 -18%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$1.07M
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$726K -$305K -9,967 -29%
LNWWM
11
Laird Norton Wetherby Wealth Management
California
$690K +$204K +6,655 +41%
UBS Group
12
UBS Group
Switzerland
$654K +$477K +15,585 +259%
Macquarie Group
13
Macquarie Group
Australia
$506K
QCG
14
Quadrant Capital Group
Ohio
$492K -$30.5K -995 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$430K -$122K -3,999 -22%
S
16
SignatureFD
Georgia
$356K +$61.4K +2,005 +21%
Comerica Bank
17
Comerica Bank
Texas
$320K +$17.9K +585 +5%
BDS
18
Banco de Sabadell
Florida
$308K
CIM
19
Confluence Investment Management
Missouri
$261K +$218K +7,106 New
US Bancorp
20
US Bancorp
Minnesota
$254K +$106K +3,476 +70%
Millennium Management
21
Millennium Management
New York
$234K +$237K +7,724 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$175K +$46.4K +1,515 +35%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$113K +$6.31K +206 +6%
Marshall Wace
24
Marshall Wace
United Kingdom
$91K +$17.2K +561 +23%
GT
25
Glenmede Trust
Pennsylvania
$83K +$53.3K +1,740 +169%

WF Hedge Fund Activity: Q4 2019 in Review

40 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2019, worth a combined $59.9M — up 2.9% from $58.2M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WF and 4 opened new positions — a net loss of 11 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.69M. The largest seller was Bank of America, cutting an estimated $1.32M.

  • 40 institutional investors held Woori Financial (WF) as of Q4 2019, down from 51 in Q3 2019.
  • Funds reported $59.9M of Woori Financial stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 4 funds opened new Woori Financial positions in Q4 2019 and 15 closed out, a net change of -11 holders.
  • The largest Woori Financial buyer in Q4 2019 was Parametric Portfolio Associates, an estimated $3.69M added.
  • The largest Woori Financial seller in Q4 2019 was Bank of America, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2019.