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Woori Financial

83 hedge funds and large institutions have $105M invested in Woori Financial in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 8283 (+1)

2% more capital invested

Capital invested by funds: $103M → $105M (+$2.05M)

0.02% more ownership

Funds ownership: 0.51%0.54% (+0.02%)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.1M +$658K +22,980 +2%
Morgan Stanley
2
Morgan Stanley
New York
$29.2M +$706K +24,646 +2%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.9M
Bank of America
4
Bank of America
North Carolina
$4.23M +$257K +8,980 +6%
TWI
5
Thomas White International
Illinois
$2.79M -$121K -4,231 -4%
Cerity Partners
6
Cerity Partners
New York
$2.36M -$62.6K -2,186 -10%
EI
7
Ethic Inc
New York
$2.16M +$168K +5,867 +8%
SEI Investments
8
SEI Investments
Pennsylvania
$1.7M
LNWWM
9
Laird Norton Wetherby Wealth Management
California
$1.61M +$104K +3,614 +6%
Marshall Wace
10
Marshall Wace
United Kingdom
$1.39M -$321K -11,195 -17%
Victory Capital Management
11
Victory Capital Management
Texas
$1.26M +$1.38M +48,013 New
VPIM
12
Vanguard Personalized Indexing Management
California
$1.07M +$10.1K +352 +0.9%
ACM
13
Ativo Capital Management
Illinois
$983K -$14K -488 -1%
S
14
SignatureFD
Georgia
$971K -$9.68K -338 -0.9%
FTDI
15
First Trust Direct Indexing
Massachusetts
$963K -$67.9K -2,369 -6%
US Bancorp
16
US Bancorp
Minnesota
$895K -$11.5K -401 -1%
Creative Planning
17
Creative Planning
Kansas
$781K +$178K +6,229 +27%
QCG
18
Quadrant Capital Group
Ohio
$766K +$90.5K +3,158 +12%
SGA
19
Strategic Global Advisors
California
$650K +$80.2K +2,798 +13%
Northern Trust
20
Northern Trust
Illinois
$601K -$12.3K -430 -2%
VIA
21
Vident Investment Advisory
Georgia
$580K +$246K +8,580 +64%
GC
22
Guggenheim Capital
Illinois
$563K +$613K +21,417 New
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$537K -$68.7K -2,399 -11%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$530K +$324K +11,303 +128%
SFA
25
Sequoia Financial Advisors
Ohio
$517K +$7.96K +278 +1%

WF Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q1 2023, worth a combined $105M — up 2% from $103M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WF positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $1.38M. The largest seller was Envestnet Asset Management, cutting an estimated $473K.

  • 83 institutional investors held Woori Financial (WF) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $105M of Woori Financial stock for Q1 2023, up 2% quarter-over-quarter.
  • 11 funds opened new Woori Financial positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Woori Financial buyer in Q1 2023 was Victory Capital Management, an estimated $1.38M added.
  • The largest Woori Financial seller in Q1 2023 was Envestnet Asset Management, an estimated $473K sold.

Based on aggregated 13F filings for Q1 2023.