Wintrust Financial
WTFC
332 hedge funds and large institutions have $4.68B invested in Wintrust Financial in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 25 closing their positions.
284% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $345K
120% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 25
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $4.11B → $4.68B (+$564M)
9% more funds holding
Funds holding: 305 → 332 (+27)
0.65% more ownership
Funds ownership: 89.79% → 90.44% (+0.65%)
33% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$152M |
| 2 |
Holocene Advisors
New York
|
+$37.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.2M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$32.1M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$31.4M |
| 3 |
JP Morgan Chase
New York
|
-$30.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -125 | Closed |
|
|
KIG
352
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$1K | -17 | Closed |
|
|
CT
353
Cambridge Trust
Cambridge,
Massachusetts
| – | +$89 | +1 | New |
|
|
KFP
354
KB Financial Partners
Princeton,
New Jersey
| – | +$178 | +2 | New |
|
|
CAL
355
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$268 | +3 | New |
|
WTFC Hedge Fund Activity: Q4 2021 in Review
332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2021, worth a combined $4.68B — up 14% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WTFC positions and 25 closed out — a net gain of 30 holders — while 88 added to existing stakes and 132 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $152M. The largest seller was Bank of Montreal, cutting an estimated $32.1M.
- 332 institutional investors held Wintrust Financial (WTFC) as of Q4 2021, up from 305 in Q3 2021.
- Funds reported $4.68B of Wintrust Financial stock for Q4 2021, up 14% quarter-over-quarter.
- 55 funds opened new Wintrust Financial positions in Q4 2021 and 25 closed out, a net change of +30 holders.
- The largest Wintrust Financial buyer in Q4 2021 was Victory Capital Management, an estimated $152M added.
- The largest Wintrust Financial seller in Q4 2021 was Bank of Montreal, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2021.