Wintrust Financial
WTFC
350 hedge funds and large institutions have $4.49B invested in Wintrust Financial in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 114 reducing their positions, and 35 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 114
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
20% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 35
2.58% more ownership
Funds ownership: 90.69% → 93.27% (+2.6%)
0% less funds holding
Funds holding: 351 → 350 (-1)
10% less call options, than puts
Call options by funds: $2.9M | Put options by funds: $3.21M
7% less capital invested
Capital invested by funds: $4.83B → $4.49B (-$337M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$61.6M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$45.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$41.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$23.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$23.1M |
| 3 |
Jennison Associates
New York
|
-$21.9M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$14.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.5M |
WTFC Hedge Fund Activity: Q2 2022 in Review
350 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2022, worth a combined $4.49B — down 7% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WTFC positions and 35 closed out — a net gain of 7 holders — while 140 added to existing stakes and 114 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $61.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $23.5M.
- 350 institutional investors held Wintrust Financial (WTFC) as of Q2 2022, down from 351 in Q1 2022.
- Funds reported $4.49B of Wintrust Financial stock for Q2 2022, down 7% quarter-over-quarter.
- 42 funds opened new Wintrust Financial positions in Q2 2022 and 35 closed out, a net change of +7 holders.
- The largest Wintrust Financial buyer in Q2 2022 was Citadel Advisors, an estimated $61.6M added.
- The largest Wintrust Financial seller in Q2 2022 was Massachusetts Financial Services, an estimated $23.5M sold.
Based on aggregated 13F filings for Q2 2022.