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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
ClearBridge Investments
26
ClearBridge Investments
New York
$34M -$163K -2,087 -0.5%
VLKIM
27
Van Lanschot Kempen Investment Management
Netherlands
$31.4M +$13.1M +168,239 +68%
Charles Schwab
28
Charles Schwab
California
$29.7M +$770K +9,851 +3%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$26.4M +$3.43M +43,954 +14%
RJA
30
Raymond James & Associates
Florida
$25.7M +$2.31M +29,619 +10%
GT
31
Glenmede Trust
Pennsylvania
$25.5M -$910K -11,645 -3%
GACM
32
Global Alpha Capital Management
Quebec, Canada
$24.9M +$2.93M +37,540 +13%
Principal Financial Group
33
Principal Financial Group
Iowa
$23.3M +$4.12M +52,770 +21%
Bank of America
34
Bank of America
North Carolina
$22.5M -$3.05M -39,007 -12%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$20.8M -$104K -1,332 -0.5%
First Trust Advisors
36
First Trust Advisors
Illinois
$20.2M +$7.37M +94,345 +55%
PCM
37
Peregrine Capital Management
Minnesota
$18.6M -$2.02M -25,879 -10%
MPI
38
Mairs & Power Inc
Minnesota
$17.8M -$970K -12,416 -5%
SAM
39
Silvercrest Asset Management
New York
$17.6M -$2.14M -27,446 -11%
Boston Partners
40
Boston Partners
Massachusetts
$16.5M -$128K -1,641 -0.7%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$16.5M -$1.57M -20,148 -8%
Truist Financial
42
Truist Financial
North Carolina
$16.1M -$183K -2,337 -1%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$15.7M +$1.37M +17,530 +9%
Wells Fargo
44
Wells Fargo
California
$15.3M -$729K -9,334 -4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$15.3M +$1.25M +16,050 +9%
FP
46
Foundry Partners
Minnesota
$15.2M -$596K -7,621 -4%
WMSA
47
Weiss Multi-Strategy Advisers
New York
$14.5M +$15M +191,524 New
PPA
48
Parametric Portfolio Associates
Washington
$14.2M -$73.9K -946 -0.5%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$13.9M +$1.6M +20,448 +13%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$13.7M -$29.5K -377 -0.2%

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.