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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
Legal & General Group
76
Legal & General Group
United Kingdom
$6.08M +$360K +5,396 +7%
SEI Investments
77
SEI Investments
Pennsylvania
$6.05M -$976K -14,646 -15%
Man Group
78
Man Group
United Kingdom
$6.04M +$700K +10,507 +14%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.68M -$272K -4,077 -5%
William Blair Investment Management
80
William Blair Investment Management
Illinois
$5.67M -$492K -7,378 -8%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$5.58M – – –
MOACM
82
Mutual of America Capital Management
New York
$5.46M +$89.7K +1,346 +2%
MFIMFI
83
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.42M -$1.58M -23,780 -24%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$5.29M -$293K -4,403 -6%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$5.27M +$41.7K +626 +0.8%
UBS AM
86
UBS AM
Illinois
$5M +$12.1K +181 +0.3%
WI
87
WBI Investments
New Jersey
$4.86M +$4.57M +68,511 New
BCM
88
BHZ Capital Management
California
$4.79M +$142K +2,125 +3%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$4.73M +$633K +9,506 +17%
CS
90
Credit Suisse
Switzerland
$4.58M +$959K +14,386 +29%
Barclays
91
Barclays
United Kingdom
$4.52M +$1.76M +26,354 +70%
QI
92
QS Investors
New York
$4.51M -$73.3K -1,100 -2%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$4.34M -$1.01M -15,205 -20%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$4.34M -$1.08M -16,158 -21%
CSS
95
Cubist Systematic Strategies
Connecticut
$4.04M -$2.33M -34,974 -38%
ACM
96
Argent Capital Management
Missouri
$3.99M – – –
Morgan Stanley
97
Morgan Stanley
New York
$3.99M +$1.44M +21,643 +63%
EGM
98
Engineers Gate Manager
New York
$3.95M +$543K +8,144 +17%
OC
99
Oppenheimer & Co
New York
$3.89M +$217K +3,249 +6%
CT
100
Chicago Trust
Illinois
$3.86M – – –
2 3
4
5 6

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.