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Wintrust Financial
WTFC

309 hedge funds and large institutions have $4.22B invested in Wintrust Financial in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

42% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.71M

9% more funds holding

Funds holding: 283 → 309 (+26)

5% more capital invested

Capital invested by funds: $4.02B → $4.22B (+$192M)

3% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.02% less ownership

Funds ownership: 92.57% → 91.56% (-1%)

Holders
309
Holders Change
+26
Holders Change %
+9.19%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
113
Reduced
110
Closed
25
Calls
$2.43M
Puts
$1.71M
Net Calls
+$714K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$19.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$19M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M
4
O
OppenheimerFunds
New York
+$16.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$45.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20.1M
3
NFA
Nationwide Fund Advisors
Ohio
-$16.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.14K +39 New
HR
302
Howe & Rusling
New York
$2K – – –
WWMSC
303
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
Walleye Trading
306
Walleye Trading
New York
$600 +$587K +7,287 New
PCG
307
Private Capital Group
Connecticut
$65 +$20.9K +260 New
NFA
308
Nationwide Fund Advisors
Ohio
– -$16.1M -205,999 Closed
PCM
309
Peregrine Capital Management
Minnesota
– -$10.1M -128,696 Closed
Two Sigma Investments
310
Two Sigma Investments
New York
– -$4.87M -62,199 Closed
PAM
311
Paradigm Asset Management
New York
– -$2.24M -28,600 Closed
AIM
312
Assured Investment Management
New York
– -$1.44M -18,400 Closed
CM
313
Crestline Management
Texas
– -$1.02M -13,000 Closed
WCA
314
Waratah Capital Advisors
Ontario, Canada
– -$850K -10,852 Closed
N
315
Natixis
France
– -$509K -6,498 Closed
NI
316
Numeric Investors
Massachusetts
– -$501K -6,400 Closed
Verition Fund Management
317
Verition Fund Management
Connecticut
– -$469K -5,985 Closed
PV
318
Private Vista
Illinois
– -$429K -5,477 Closed
Simplex Trading
319
Simplex Trading
Illinois
– -$373K -4,629 -100%
RQS
320
Ramsey Quantitative Systems
Kentucky
– -$354K -4,519 Closed
BIG
321
Bellwether Investment Group
Tennessee
– -$279K -3,566 Closed
EA
322
Emerald Advisers
Pennsylvania
– -$272K -3,470 Closed
VF
323
Virtu Financial
New York
– -$212K -2,705 Closed
TSS
324
Two Sigma Securities
New York
– -$208K -2,658 Closed
PG
325
PEAK6 Group
Illinois
– -$210K -2,604 Closed
10 11 12
13
14

WTFC Hedge Fund Activity: Q4 2017 in Review

309 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2017, worth a combined $4.22B — up 4.8% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WTFC positions and 25 closed out — a net gain of 26 holders — while 113 added to existing stakes and 110 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $45.7M.

  • 309 institutional investors held Wintrust Financial (WTFC) as of Q4 2017, up from 283 in Q3 2017.
  • Funds reported $4.22B of Wintrust Financial stock for Q4 2017, up 4.8% quarter-over-quarter.
  • 51 funds opened new Wintrust Financial positions in Q4 2017 and 25 closed out, a net change of +26 holders.
  • The largest Wintrust Financial buyer in Q4 2017 was VOYA Investment Management, an estimated $19.3M added.
  • The largest Wintrust Financial seller in Q4 2017 was Invesco, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2017.