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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$3.75M -$83.3K -1,250 -2%
SBH
102
Segall Bryant & Hamill
Illinois
$3.64M -$6.48M -97,285 -65%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$3.52M +$3.31M +49,649 New
SDIC
104
South Dakota Investment Council
South Dakota
$3.47M -$54K -810 -2%
PI
105
Putnam Investments
Massachusetts
$3.45M +$213K +3,200 +7%
SO
106
STRS Ohio
Ohio
$3.44M – – –
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.4M +$255K +3,832 +9%
RIL
108
Rothschild Investment LLC
Illinois
$3.21M +$3.02M +45,335 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$3M -$586K -8,800 -17%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$2.94M -$498K -7,480 -15%
TPSF
111
Texas Permanent School Fund
Texas
$2.77M +$30.2K +453 +1%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.62M +$1.79M +26,872 +267%
Deutsche Bank
113
Deutsche Bank
Germany
$2.46M -$2.34M -35,096 -50%
DIA
114
Dana Investment Advisors
Wisconsin
$2.43M -$12.5M -187,543 -85%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41M – – –
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$2.41M -$373K -5,602 -14%
US Bancorp
117
US Bancorp
Minnesota
$2.36M +$167K +2,501 +8%
MIM
118
MetLife Investment Management
New Jersey
$2.32M -$14.1K -212 -0.6%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$2.3M +$80.6K +1,209 +4%
ASRS
120
Arizona State Retirement System
Arizona
$2.29M -$198K -2,966 -8%
UBS Group
121
UBS Group
Switzerland
$2.25M -$2.25M -33,704 -52%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$2.16M -$484K -7,267 -19%
MSA
123
Mason Street Advisors
Wisconsin
$2.15M +$41.8K +627 +2%
Comerica Bank
124
Comerica Bank
Texas
$2.12M +$4.13K +62 +0.2%
SEC
125
Seven Eight Capital
New York
$1.94M -$1.06M -15,900 -37%
3 4
5
6 7

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.