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Woori Financial

80 hedge funds and large institutions have $124M invested in Woori Financial in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

7% more capital invested

Capital invested by funds: $116M → $124M (+$7.67M)

0% more ownership

Funds ownership: 0.59%0.59% (+0%)

5% less funds holding

Funds holding: 8480 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.1M -$1.51M -56,050 -4%
Morgan Stanley
2
Morgan Stanley
New York
$33.7M +$1.12M +41,374 +3%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.16M
CAMG
4
CWA Asset Management Group
Florida
$5.31M +$5.23M +193,760 New
Bank of America
5
Bank of America
North Carolina
$4.06M +$354K +13,112 +10%
EI
6
Ethic Inc
New York
$2.7M +$134K +4,984 +5%
OSAM
7
O'Shaughnessy Asset Management
Connecticut
$1.84M +$143K +5,312 +9%
SEI Investments
8
SEI Investments
Pennsylvania
$1.77M
LNWWM
9
Laird Norton Wetherby Wealth Management
California
$1.67M -$94.7K -3,509 -5%
RhumbLine Advisers
10
RhumbLine Advisers
Massachusetts
$1.54M +$198K +7,331 +15%
VPIM
11
Vanguard Personalized Indexing Management
California
$1.31M -$201K -7,441 -14%
GC
12
Guggenheim Capital
Illinois
$1.3M +$304K +11,284 +31%
VA
13
Vident Advisory
Georgia
$1.24M +$1.22M +45,064 New
S
14
SignatureFD
Georgia
$1.1M +$37.2K +1,379 +4%
Creative Planning
15
Creative Planning
Kansas
$1.1M -$137K -5,079 -11%
Victory Capital Management
16
Victory Capital Management
Texas
$1.1M
FTDI
17
First Trust Direct Indexing
Massachusetts
$1.04M +$124K +4,599 +14%
ACM
18
Ativo Capital Management
Illinois
$957K -$10.8K -400 -1%
QCG
19
Quadrant Capital Group
Ohio
$938K -$76.6K -2,839 -8%
RWM
20
Ritholtz Wealth Management
New York
$755K +$19.5K +723 +3%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$751K +$147K +5,443 +25%
Invesco
22
Invesco
Georgia
$721K +$138K +5,110 +24%
Northern Trust
23
Northern Trust
Illinois
$689K -$8.5K -315 -1%
Corient Private Wealth
24
Corient Private Wealth
Florida
$688K +$40.3K +1,495 +6%
US Bancorp
25
US Bancorp
Minnesota
$634K -$154K -5,691 -20%

WF Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q3 2023, worth a combined $124M — up 6.6% from $116M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WF and 5 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was CWA Asset Management Group, opening a new position worth an estimated $5.23M. The largest seller was BlackRock, cutting an estimated $1.51M.

  • 80 institutional investors held Woori Financial (WF) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $124M of Woori Financial stock for Q3 2023, up 6.6% quarter-over-quarter.
  • 5 funds opened new Woori Financial positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Woori Financial buyer in Q3 2023 was CWA Asset Management Group, an estimated $5.23M added.
  • The largest Woori Financial seller in Q3 2023 was BlackRock, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2023.