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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.29M -$106K -1,352 -1%
GC
77
Guggenheim Capital
Illinois
$7.15M +$929K +11,883 +14%
KTA
78
Keeley-Teton Advisors
Illinois
$7.13M -$89.8K -1,149 -1%
UBS AM
79
UBS AM
Illinois
$7.12M +$441K +5,642 +6%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$7.08M +$751K +9,612 +11%
CAM
81
Congress Asset Management
Massachusetts
$6.36M +$802K +10,267 +14%
GC
82
Gillson Capital
Illinois
$6.35M +$6.56M +83,972 New
RHCA
83
Rosenthal Henry Capital Advisors
Indiana
$6.24M
WHG
84
Westwood Holdings Group
Texas
$6.21M -$840K -10,748 -12%
Legal & General Group
85
Legal & General Group
United Kingdom
$6.19M -$1.15M -14,697 -15%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$6.08M -$29.1K -372 -0.5%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$5.73M -$3.91M -50,000 -40%
Citigroup
88
Citigroup
New York
$5.67M -$9.43M -120,658 -62%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$5.62M +$4.06K +52 +0.1%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$5.61M +$1.15M +14,761 +25%
SEI Investments
91
SEI Investments
Pennsylvania
$5.53M -$558K -7,146 -9%
ZIM
92
Zacks Investment Management
Illinois
$5.41M -$17K -218 -0.3%
EC
93
EJF Capital
Virginia
$5.37M -$868K -11,113 -14%
HAI
94
Hennessy Advisors Inc
California
$5.29M
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$5.24M -$1.95M -24,920 -26%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$5.13M +$5.3M +67,838 New
CS
97
Credit Suisse
Switzerland
$4.97M -$646K -8,272 -11%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$4.82M -$198K -2,532 -4%
SPIA
99
Steward Partners Investment Advisory
New York
$4.76M -$173K -2,214 -3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.73M -$107K -1,372 -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.