Wintrust Financial
WTFC
348 hedge funds and large institutions have $4.31B invested in Wintrust Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.
525% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $476K
4% more capital invested
Capital invested by funds: $4.14B → $4.31B (+$172M)
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
0.08% more ownership
Funds ownership: 93.2% → 93.28% (+0.08%)
1% less funds holding
Funds holding: 350 → 348 (-2)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
26% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.8M |
| 2 |
Millennium Management
New York
|
+$36.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$21.2M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$20.1M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$21M |
| 2 |
GC
Gillson Capital
Chicago,
Illinois
|
-$18.4M |
| 3 |
BlackRock
New York
|
-$17.8M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$13.4M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$13M |
WTFC Hedge Fund Activity: Q3 2023 in Review
348 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2023, worth a combined $4.31B — up 4.1% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WTFC positions and 31 closed out — a net gain of 1 holder — while 109 added to existing stakes and 148 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $37.8M. The largest seller was State Street, cutting an estimated $21M.
- 348 institutional investors held Wintrust Financial (WTFC) as of Q3 2023, down from 350 in Q2 2023.
- Funds reported $4.31B of Wintrust Financial stock for Q3 2023, up 4.1% quarter-over-quarter.
- 32 funds opened new Wintrust Financial positions in Q3 2023 and 31 closed out, a net change of +1 holder.
- The largest Wintrust Financial buyer in Q3 2023 was Fidelity Investments, an estimated $37.8M added.
- The largest Wintrust Financial seller in Q3 2023 was State Street, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2023.