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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
GAM
276
Gemmer Asset Management
California
$10K
BFEC
277
Benjamin F. Edwards & Company
Missouri
$8K
AIG
278
American International Group
New York
$7.66K -$138K -1,769 -2%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$7K
APA
280
American Portfolios Advisors
New York
$5.82K
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
SIS
282
Sound Income Strategies
Florida
$4K
RFA
283
Reilly Financial Advisors
California
$3K -$78 -1 -2%
WT
284
Whittier Trust
California
$3K
CFGS
285
Concourse Financial Group Securities
Alabama
$3K +$391 +5 +14%
FHA
286
First Horizon Advisors
Tennessee
$3K +$1.72K +22 +81%
Nisa Investment Advisors
287
Nisa Investment Advisors
Missouri
$2.6K -$422K -5,400 -14%
CTC
288
Central Trust Company
Missouri
$2K -$3.91K -50 -63%
VCM
289
Versant Capital Management
Arizona
$2K -$469 -6 -16%
WT
290
Washington Trust
Rhode Island
$2K -$78 -1 -4%
IA
291
IFP Advisors
Florida
$2K
SFO
292
Standard Family Office
South Dakota
$2K
FPS
293
Fieldpoint Private Securities
Connecticut
$1K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$1K
FMP
295
Financial Management Professionals
Texas
$1K +$703 +9 New
SB
296
Strategic Blueprint
Georgia
$1K +$860 +11 New
BBHC
297
Brown Brothers Harriman & Co
New York
$8
Arrowstreet Capital
298
Arrowstreet Capital
Massachusetts
-$3.68M -48,508 Closed
SCM
299
SG Capital Management
Illinois
-$2.62M -34,552 Closed
FC
300
Full18 Capital
Connecticut
-$1.76M -29,279 Closed

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.