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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
Creative Planning
301
Creative Planning
Kansas
-$1.61M -21,219 Closed
AIC
302
Aurora Investment Counsel
Georgia
-$1.15M -15,151 Closed
DA
303
Duality Advisers
Florida
-$958K -12,642 Closed
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
-$957K -12,631 Closed
CC
305
Centiva Capital
New York
-$904K -11,927 Closed
SM
306
Sciencast Management
New Jersey
-$794K -10,571 Closed
TPMI
307
Tilden Park Management I
New York
-$711K -9,378 Closed
VIA
308
Vident Investment Advisory
Georgia
-$687K -9,064 Closed
CWM
309
CIBC World Markets
New York
-$463K -6,109 Closed
VF
310
Virtu Financial
New York
-$451K -5,956 Closed
XT
311
XTX Topco
Cayman Islands
-$439K -5,785 Closed
WI
312
Wintrust Investments
Illinois
-$399K -5,259 Closed
RWM
313
Ritholtz Wealth Management
New York
-$379K -5,000 Closed
EGM
314
Engineers Gate Manager
New York
-$367K -4,839 Closed
TI
315
Trexquant Investment
Connecticut
-$364K -4,805 Closed
Verition Fund Management
316
Verition Fund Management
Connecticut
-$305K -4,019 Closed
PAMP
317
Polar Asset Management Partners
Ontario, Canada
-$276K -3,647 Closed
BAM
318
Blueshift Asset Management
New Jersey
-$206K -2,713 Closed
BMSSC
319
B. Metzler seel. Sohn & Co
Germany
-$198K -2,606 Closed
FC
320
FORA Capital
Florida
-$132K -1,740 Closed
APP
321
Alpha Paradigm Partners
Illinois
-$93K -1,224 Closed
SFS
322
Sowell Financial Services
Arkansas
-$53K -678 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$23K -297 Closed
GWM
324
Geneos Wealth Management
Colorado
-$2K -31 Closed
CG
325
Cutler Group
California
-$1K -22 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.