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Woori Financial
WF

91 hedge funds and large institutions have $189M invested in Woori Financial in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

161% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 18

53% more capital invested

Capital invested by funds: $124M → $189M (+$65M)

14% more funds holding

Funds holding: 80 → 91 (+11)

0.24% more ownership

Funds ownership: 0.59% → 0.83% (+0.24%)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
47
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39.3M
2
BlackRock
BlackRock
New York
+$5.15M
3
Creative Planning
Creative Planning
Kansas
+$1.05M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$509K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$429K

Top Sellers

Rank Fund Capital Flow
1
CAMG
CWA Asset Management Group
Florida
-$1.07M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$321K
3
CHP
Cable Hill Partners
Oregon
-$281K
4
Goldman Sachs
Goldman Sachs
New York
-$233K
5
GT
Greenleaf Trust
Michigan
-$99.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.4M +$39.3M +1,365,384 +111%
BlackRock
2
BlackRock
New York
$48.5M +$5.15M +179,126 +13%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.45M -$321K -11,165 -5%
CAMG
4
CWA Asset Management Group
Florida
$4.73M -$1.07M -37,081 -19%
Bank of America
5
Bank of America
North Carolina
$4.54M +$57.8K +2,010 +1%
EI
6
Ethic Inc
New York
$3.2M +$209K +7,261 +7%
OSAM
7
O'Shaughnessy Asset Management
Connecticut
$2.42M +$365K +12,683 +19%
Creative Planning
8
Creative Planning
Kansas
$2.31M +$1.05M +36,432 +91%
SEI Investments
9
SEI Investments
Pennsylvania
$1.95M – – –
LNWWM
10
Laird Norton Wetherby Wealth Management
California
$1.9M +$54.9K +1,910 +3%
VPIM
11
Vanguard Personalized Indexing Management
California
$1.76M +$305K +10,612 +22%
RhumbLine Advisers
12
RhumbLine Advisers
Massachusetts
$1.72M +$21K +730 +1%
GC
13
Guggenheim Capital
Illinois
$1.61M +$167K +5,814 +12%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.36M +$509K +17,697 +65%
QCG
15
Quadrant Capital Group
Ohio
$1.35M +$300K +10,443 +31%
VA
16
Vident Advisory
Georgia
$1.32M -$42.1K -1,464 -3%
S
17
SignatureFD
Georgia
$1.27M +$48.9K +1,700 +4%
FTDI
18
First Trust Direct Indexing
Massachusetts
$1.26M +$104K +3,614 +10%
Victory Capital Management
19
Victory Capital Management
Texas
$1.21M – – –
RWM
20
Ritholtz Wealth Management
New York
$1.08M +$236K +8,211 +30%
ACM
21
Ativo Capital Management
Illinois
$1.05M -$8.63K -300 -0.9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.03M +$429K +14,921 +79%
Invesco
23
Invesco
Georgia
$934K +$133K +4,611 +18%
US Bancorp
24
US Bancorp
Minnesota
$888K +$180K +6,259 +27%
Northern Trust
25
Northern Trust
Illinois
$770K +$9.46K +329 +1%
1
2 3 4

WF Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Woori Financial (WF) for Q4 2023, worth a combined $189M — up 53% from $124M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WF positions and 3 closed out — a net gain of 12 holders — while 47 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.3M. The largest seller was CWA Asset Management Group, cutting an estimated $1.07M.

  • 91 institutional investors held Woori Financial (WF) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $189M of Woori Financial stock for Q4 2023, up 53% quarter-over-quarter.
  • 15 funds opened new Woori Financial positions in Q4 2023 and 3 closed out, a net change of +12 holders.
  • The largest Woori Financial buyer in Q4 2023 was Morgan Stanley, an estimated $39.3M added.
  • The largest Woori Financial seller in Q4 2023 was CWA Asset Management Group, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.