Wintrust Financial
WTFC
305 hedge funds and large institutions have $3.39B invested in Wintrust Financial in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 50 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 101
1% more capital invested
Capital invested by funds: $3.35B → $3.39B (+$46.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.22% less ownership
Funds ownership: 90.31% → 90.09% (-0.22%)
5% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.47M
6% less funds holding
Funds holding: 323 → 305 (-18)
32% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$26.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.6M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$14.8M |
| 5 |
IP
Interval Partners
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$50.8M |
| 2 |
Millennium Management
New York
|
-$33.8M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$19.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$18.3M |
| 5 |
O
OppenheimerFunds
New York
|
-$16.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
351
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -32 | Closed |
|
352
AssetMark Inc
Concord,
California
| – | -$2K | -23 | Closed |
|
|
SFSIG
353
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$1K | -14 | Closed |
|
|
PFBT
354
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$429 | +6 | New |
|
WTFC Hedge Fund Activity: Q1 2019 in Review
305 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2019, worth a combined $3.39B — up 1.4% from $3.35B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of WTFC and 34 opened new positions — a net loss of 16 holders — while 101 trimmed existing stakes and 127 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $26.4M. The largest seller was Citigroup, cutting an estimated $50.8M.
- 305 institutional investors held Wintrust Financial (WTFC) as of Q1 2019, down from 323 in Q4 2018.
- Funds reported $3.39B of Wintrust Financial stock for Q1 2019, up 1.4% quarter-over-quarter.
- 34 funds opened new Wintrust Financial positions in Q1 2019 and 50 closed out, a net change of -16 holders.
- The largest Wintrust Financial buyer in Q1 2019 was Massachusetts Financial Services, an estimated $26.4M added.
- The largest Wintrust Financial seller in Q1 2019 was Citigroup, an estimated $50.8M sold.
Based on aggregated 13F filings for Q1 2019.