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Wintrust Financial
WTFC

278 hedge funds and large institutions have $3.67B invested in Wintrust Financial in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.12M

14% more capital invested

Capital invested by funds: $3.23B → $3.67B (+$445M)

2.04% more ownership

Funds ownership: 88.78% → 90.82% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 297 → 278 (-19)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
278
Holders Change
-19
Holders Change %
-6.4%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
104
Reduced
98
Closed
45
Calls
$1.81M
Puts
$1.12M
Net Calls
+$696K
Net Calls Change
+$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
+$42.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$22.7M
5
Truist Financial
Truist Financial
North Carolina
+$20.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$31M
2
Citadel Advisors
Citadel Advisors
Florida
-$20.2M
3
State Street
State Street
Massachusetts
-$14.5M
4
DIA
Dana Investment Advisors
Wisconsin
-$12.5M
5
TCM
TimesSquare Capital Management
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Channing Capital Management
Illinois
$11.1M +$200 +3 +0%
SCA
52
Stieven Capital Advisors
Missouri
$10.6M +$10M +150,204 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$10.6M +$47.7K +716 +0.5%
MCM
54
Maltese Capital Management
New York
$10.5M +$3.17M +47,497 +47%
AllianceBernstein
55
AllianceBernstein
Tennessee
$10.3M +$244K +3,660 +3%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$10.2M – – –
EC
57
EJF Capital
Virginia
$10.2M +$3.87M +58,082 +68%
PFC
58
Phocas Financial Corp
California
$9.71M +$2.7M +40,468 +42%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$9.54M +$2.25M +33,801 +34%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$9.04M -$2.39M -35,800 -22%
Renaissance Technologies
61
Renaissance Technologies
New York
$9.01M -$7.92M -118,900 -48%
SC
62
Southside Capital
Florida
$8.86M – – –
Lazard Asset Management
63
Lazard Asset Management
New York
$8.36M +$169K +2,540 +2%
PPA
64
Parametric Portfolio Associates
Washington
$8.27M +$322K +4,837 +4%
FCM
65
FJ Capital Management
Virginia
$8.15M +$4.33M +65,000 +130%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$8.07M +$112K +1,682 +1%
CWM
67
CIBC World Markets
New York
$8.02M +$7.54M +113,100 New
AIG
68
American International Group
New York
$7.81M +$92.6K +1,389 +1%
Swiss National Bank
69
Swiss National Bank
Switzerland
$7.69M +$120K +1,800 +2%
Hotchkis & Wiley Capital Management
70
Hotchkis & Wiley Capital Management
California
$7.31M +$4.19M +62,800 +156%
MPAM
71
Monarch Partners Asset Management
Massachusetts
$7.09M +$427K +6,414 +7%
KTA
72
Keeley-Teton Advisors
Illinois
$6.78M -$52.3K -785 -0.8%
MPIA
73
Mountain Pacific Investment Advisers
Idaho
$6.39M -$869K -13,038 -13%
BCM
74
Basswood Capital Management
New York
$6.36M -$5.51M -82,642 -48%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$6.17M -$172K -2,586 -3%
1 2
3
4 5

WTFC Hedge Fund Activity: Q4 2019 in Review

278 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2019, worth a combined $3.67B — up 14% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WTFC and 34 opened new positions — a net loss of 11 holders — while 98 trimmed existing stakes and 104 added.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $42.1M. The largest seller was Millennium Management, cutting an estimated $31M.

  • 278 institutional investors held Wintrust Financial (WTFC) as of Q4 2019, down from 297 in Q3 2019.
  • Funds reported $3.67B of Wintrust Financial stock for Q4 2019, up 14% quarter-over-quarter.
  • 34 funds opened new Wintrust Financial positions in Q4 2019 and 45 closed out, a net change of -11 holders.
  • The largest Wintrust Financial buyer in Q4 2019 was Frontier Capital Management, an estimated $42.1M added.
  • The largest Wintrust Financial seller in Q4 2019 was Millennium Management, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2019.