Wintrust Financial
WTFC
323 hedge funds and large institutions have $3.35B invested in Wintrust Financial in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 58 closing their positions.
1.41% more ownership
Funds ownership: 88.9% → 90.31% (+1.4%)
7% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $1.66M
5% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 58
0% more funds holding
Funds holding: 323 → 323 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 120
21% less capital invested
Capital invested by funds: $4.25B → $3.35B (-$908M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$47.4M |
| 2 |
Citigroup
New York
|
+$42.7M |
| 3 |
Millennium Management
New York
|
+$39.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.4M |
| 5 |
Renaissance Technologies
New York
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$77.4M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$21.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$21.6M |
| 4 |
CCI
Columbus Circle Investors
|
-$20.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.3M |
WTFC Hedge Fund Activity: Q4 2018 in Review
323 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2018, worth a combined $3.35B — down 21% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new WTFC positions and 58 closed out — a net gain of 3 holders — while 107 added to existing stakes and 120 trimmed.
The largest buyer was AJO LP, adding an estimated $47.4M. The largest seller was Azora Capital LP, exiting entirely with an estimated $77.4M sold.
- 323 institutional investors held Wintrust Financial (WTFC) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $3.35B of Wintrust Financial stock for Q4 2018, down 21% quarter-over-quarter.
- 61 funds opened new Wintrust Financial positions in Q4 2018 and 58 closed out, a net change of +3 holders.
- The largest Wintrust Financial buyer in Q4 2018 was AJO LP, an estimated $47.4M added.
- The largest Wintrust Financial seller in Q4 2018 was Azora Capital LP, an estimated $77.4M sold.
Based on aggregated 13F filings for Q4 2018.