Wintrust Financial
WTFC
416 hedge funds and large institutions have $6.6B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 114 reducing their positions, and 38 closing their positions.
693% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $375K
64% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 114
53% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 38
15% more capital invested
Capital invested by funds: $5.72B → $6.6B (+$880M)
5% more funds holding
Funds holding: 396 → 416 (+20)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.6% less ownership
Funds ownership: 94.19% → 91.6% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.2M |
| 3 |
ClearBridge Investments
New York
|
+$38.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$38M |
| 5 |
BlackRock
New York
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$32.4M |
| 2 |
JP Morgan Chase
New York
|
-$29.9M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$14.8M |
| 4 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
-$10.9M |
| 5 |
Morgan Stanley
New York
|
-$9.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Cohen & Steers
New York
| – | -$2K | -25 | Closed |
|
|
LIA
452
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$1.28K | -13 | Closed |
|
|
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1.08K | -11 | Closed |
|
|
IC
454
Innealta Capital
Austin,
Texas
| – | -$99 | -1 | Closed |
|
WTFC Hedge Fund Activity: Q3 2024 in Review
416 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2024, worth a combined $6.6B — up 15% from $5.72B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WTFC positions and 38 closed out — a net gain of 20 holders — while 187 added to existing stakes and 114 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $66.4M. The largest seller was Victory Capital Management, cutting an estimated $32.4M.
- 416 institutional investors held Wintrust Financial (WTFC) as of Q3 2024, up from 396 in Q2 2024.
- Funds reported $6.6B of Wintrust Financial stock for Q3 2024, up 15% quarter-over-quarter.
- 58 funds opened new Wintrust Financial positions in Q3 2024 and 38 closed out, a net change of +20 holders.
- The largest Wintrust Financial buyer in Q3 2024 was Fidelity Investments, an estimated $66.4M added.
- The largest Wintrust Financial seller in Q3 2024 was Victory Capital Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q3 2024.