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Wintrust Financial

297 hedge funds and large institutions have $3.89B invested in Wintrust Financial in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $3.33M

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less funds holding

Funds holding: 298297 (-1)

1% less capital invested

Capital invested by funds: $3.93B → $3.89B (-$38.8M)

1.14% less ownership

Funds ownership: 91.35%90.21% (-1.1%)

18% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 120

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
29
Increased
98
Reduced
120
Closed
29
Calls
$4.54M
Puts
$3.33M
Net Calls
+$1.21M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
226
Pictet Asset Management (UK)
United Kingdom
$268K -$97.8K -1,251 -26%
PHK
227
Point72 Hong Kong
Hong Kong
$260K +$269K +3,441 New
OR
228
Olympiad Research
Connecticut
$252K +$260K +3,333 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$243K +$13K +166 +5%
SCM
230
Shelton Capital Management
Colorado
$242K
GT
231
Greenleaf Trust
Michigan
$242K +$12.2K +156 +5%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$231K -$2.19K -28 -0.9%
IWC
233
Integrated Wealth Concepts
Massachusetts
$230K +$238K +3,042 New
URS
234
Utah Retirement Systems
Utah
$227K +$7.81K +100 +3%
SCA
235
Stonebridge Capital Advisors
Minnesota
$227K +$117K +1,500 +100%
GI
236
Gradient Investments
Minnesota
$223K
MFW
237
Meristem Family Wealth
Minnesota
$223K +$313 +4 +0.1%
HAG
238
HighPoint Advisor Group
Illinois
$217K -$25.4K -325 -10%
VST
239
Van Strum & Towne
California
$217K
VRS
240
Virginia Retirement Systems
Virginia
$204K +$211K +2,700 New
RJT
241
Raymond James Trust
Florida
$203K -$34.1K -436 -14%
Osaic Holdings
242
Osaic Holdings
Arizona
$201K -$988K -12,643 -83%
MAM
243
Meeder Asset Management
Ohio
$177K -$81.1K -1,038 -31%
PCG
244
Private Capital Group
Connecticut
$150K -$4.69K -60 -3%
S
245
SignatureFD
Georgia
$139K +$234 +3 +0.2%
Macquarie Group
246
Macquarie Group
Australia
$133K
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$130K -$2.58K -33 -2%
TFGT
248
TS Financial Group (TSFG)
Illinois
$118K
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
$99K +$42K +537 +70%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$96K +$83.1K +1,064 +517%

WTFC Hedge Fund Activity: Q2 2021 in Review

297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2021, worth a combined $3.89B — down 0.99% from $3.93B a quarter earlier.

Fund positioning in WTFC was balanced in Q2 2021: 29 funds opened new positions, 29 closed out, 98 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $26.8M. The largest seller was Fidelity Investments, cutting an estimated $54.3M.

  • 297 institutional investors held Wintrust Financial (WTFC) as of Q2 2021, down from 298 in Q1 2021.
  • Funds reported $3.89B of Wintrust Financial stock for Q2 2021, down 0.99% quarter-over-quarter.
  • 29 funds opened new Wintrust Financial positions in Q2 2021 and 29 closed out, a net change of 0 holders.
  • The largest Wintrust Financial buyer in Q2 2021 was Citadel Advisors, an estimated $26.8M added.
  • The largest Wintrust Financial seller in Q2 2021 was Fidelity Investments, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2021.