Wintrust Financial
WTFC
323 hedge funds and large institutions have $4.25B invested in Wintrust Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 127 reducing their positions, and 23 closing their positions.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
2% more funds holding
Funds holding: 316 → 323 (+7)
0.3% less ownership
Funds ownership: 89.2% → 88.9% (-0.3%)
3% less capital invested
Capital invested by funds: $4.37B → $4.25B (-$115M)
7% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 127
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
33% less call options, than puts
Call options by funds: $3.36M | Put options by funds: $5.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$85.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$75M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
+$37.3M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$32.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$28.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$28.1M |
| 3 |
Goldman Sachs
New York
|
-$25.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.9M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$16.8M |
WTFC Hedge Fund Activity: Q3 2018 in Review
323 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2018, worth a combined $4.25B — down 2.6% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WTFC positions and 23 closed out — a net gain of 10 holders — while 118 added to existing stakes and 127 trimmed.
The largest buyer was Federated Hermes, adding an estimated $85.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $28.7M.
- 323 institutional investors held Wintrust Financial (WTFC) as of Q3 2018, up from 316 in Q2 2018.
- Funds reported $4.25B of Wintrust Financial stock for Q3 2018, down 2.6% quarter-over-quarter.
- 33 funds opened new Wintrust Financial positions in Q3 2018 and 23 closed out, a net change of +10 holders.
- The largest Wintrust Financial buyer in Q3 2018 was Federated Hermes, an estimated $85.5M added.
- The largest Wintrust Financial seller in Q3 2018 was Massachusetts Financial Services, an estimated $28.7M sold.
Based on aggregated 13F filings for Q3 2018.