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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
ZCM
51
Ziegler Capital Management
Illinois
$13.6M -$9.47M -121,150 -66%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$12.5M -$192K -2,458 -1%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$12.3M -$8.12M -103,914 -39%
MAP
54
Moody Aldrich Partners
Massachusetts
$12M -$5.99M -76,642 -33%
Ameriprise
55
Ameriprise
Minnesota
$11.9M -$4.81M -61,556 -28%
AQR Capital Management
56
AQR Capital Management
Connecticut
$11.9M +$3.31M +42,312 +37%
UBS Group
57
UBS Group
Switzerland
$11.8M +$4.67M +59,736 +62%
Barclays
58
Barclays
United Kingdom
$11.7M +$6.2M +79,306 +105%
Prudential Financial
59
Prudential Financial
New Jersey
$11.3M -$1.35M -17,275 -10%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$10.1M -$218K -2,789 -2%
Goldman Sachs
61
Goldman Sachs
New York
$9.8M -$4.62M -59,109 -31%
MFIMFI
62
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.8M -$336K -4,295 -3%
Swiss National Bank
63
Swiss National Bank
Switzerland
$9.47M -$516K -6,600 -5%
FCM
64
FJ Capital Management
Virginia
$9.43M +$9.77M +125,000 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$9.24M -$1.08M -13,845 -10%
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$9.09M +$753K +9,640 +9%
BCM
67
BHZ Capital Management
California
$8.96M -$1.3M -16,609 -12%
Lord, Abbett & Co
68
Lord, Abbett & Co
New Jersey
$8.83M +$9.12M +116,703 New
PAM
69
Panagora Asset Management
Massachusetts
$8.69M -$160K -2,043 -2%
Morgan Stanley
70
Morgan Stanley
New York
$8.46M +$4.59M +58,796 +111%
Grantham, Mayo, Van Otterloo & Co (GMO)
71
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.41M -$867K -11,100 -9%
Axa
72
Axa
France
$8.4M +$633K +8,100 +8%
Renaissance Technologies
73
Renaissance Technologies
New York
$8.29M +$8.56M +109,554 New
Wellington Management Group
74
Wellington Management Group
Massachusetts
$7.69M -$49.2M -629,625 -86%
MCM
75
Maltese Capital Management
New York
$7.56M +$5.86M +75,000 +300%

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.