Wintrust Financial
WTFC
388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.
106% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $1.31M
13% more capital invested
Capital invested by funds: $5.42B → $6.11B (+$687M)
0.01% more ownership
Funds ownership: 95.44% → 95.45% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
2% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 49
6% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 145
2% less funds holding
Funds holding: 394 → 388 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$45.3M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$42.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 4 |
Millennium Management
New York
|
+$19.9M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$22.8M |
| 2 |
Jennison Associates
New York
|
-$21.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$17.1M |
| 4 |
Morgan Stanley
New York
|
-$13.4M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$13.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
426
Gradient Investments
Arden Hills,
Minnesota
| – | -$220K | -2,377 | Closed |
|
|
PCA
427
PL Capital Advisors
Naples,
Florida
| – | -$172K | -1,855 | Closed |
|
|
ASN
428
Advisory Services Network
Atlanta,
Georgia
| – | -$138K | -1,483 | Closed |
|
|
KI
429
Kapitalo Investimentos
Sao Paulo,
Brazil
| – | -$59.8K | -645 | Closed |
|
|
MSWM
430
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$45.8K | -494 | Closed |
|
|
PAS
431
Point72 Asia (Singapore)
Singapore
| – | -$38K | -409 | Closed |
|
|
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$24.8K | -267 | Closed |
|
433
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| – | -$21.5K | -232 | Closed |
|
|
LF
434
Lee Financial
Dallas,
Texas
| – | -$15.3K | -165 | Closed |
|
|
CSS
435
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$8.53K | -92 | Closed |
|
|
MIM
436
Macroview Investment Management
Bethesda,
Maryland
| – | -$7.51K | -81 | Closed |
|
|
GWS
437
Glassman Wealth Services
Vienna,
Virginia
| – | -$742 | -8 | Closed |
|
WTFC Hedge Fund Activity: Q1 2024 in Review
388 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2024, worth a combined $6.11B — up 13% from $5.42B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of WTFC and 48 opened new positions — a net loss of 1 holder — while 145 trimmed existing stakes and 137 added.
The largest buyer was Principal Financial Group, adding an estimated $45.3M. The largest seller was Premier Fund Managers, cutting an estimated $22.8M.
- 388 institutional investors held Wintrust Financial (WTFC) as of Q1 2024, down from 394 in Q4 2023.
- Funds reported $6.11B of Wintrust Financial stock for Q1 2024, up 13% quarter-over-quarter.
- 48 funds opened new Wintrust Financial positions in Q1 2024 and 49 closed out, a net change of -1 holder.
- The largest Wintrust Financial buyer in Q1 2024 was Principal Financial Group, an estimated $45.3M added.
- The largest Wintrust Financial seller in Q1 2024 was Premier Fund Managers, an estimated $22.8M sold.
Based on aggregated 13F filings for Q1 2024.