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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
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$93K +$4.14K +53 +5%
HI
252
Harbour Investments
Wisconsin
$87K +$78.1K +1,000 +654%
EVM
253
Eaton Vance Management
Massachusetts
$82K +$84K +1,075 +21,500%
AF
254
Advisornet Financial
Minnesota
$76K
TCOV
255
Trust Company of Vermont
Vermont
$76K
DFCM
256
Dark Forest Capital Management
Puerto Rico
$70K +$72.7K +930 New
GRP
257
Global Retirement Partners
California
$56K +$391 +5 +0.7%
SC
258
Steph & Co
Wisconsin
$49K
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$47K +$18.2K +233 +61%
LC
260
Lindbrook Capital
California
$35K
QCG
261
Quadrant Capital Group
Ohio
$33K
HFM
262
Harvest Fund Management
China
$31K
OSNBOA
263
Old Second National Bank of Aurora
Illinois
$30K
PA
264
Parallel Advisors
California
$28K
PMFA
265
Plante Moran Financial Advisors
Michigan
$28K
ST
266
Sageworth Trust
Pennsylvania
$23K +$23.4K +300 New
HNB
267
Huntington National Bank
Ohio
$22K -$3.75K -48 -14%
CMBA
268
C.M. Bidwell & Associates
Hawaii
$22K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$18K +$2.34K +30 +15%
BCA
270
Berman Capital Advisors
Georgia
$17K +$1.41K +18 +9%
ETC
271
Exchange Traded Concepts
Oklahoma
$16K +$16.5K +211 New
TPCW
272
TD Private Client Wealth
New York
$12.6K +$11.3K +145 +659%
HCP
273
Hexagon Capital Partners
Arkansas
$12K
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$10K -$2.34K -30 -19%
FHC
275
First Horizon Corporation
Tennessee
$10K

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.