Wintrust Financial
WTFC
181 hedge funds and large institutions have $1.98B invested in Wintrust Financial in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
4% more funds holding
Funds holding: 174 → 181 (+7)
3% less capital invested
Capital invested by funds: $2.04B → $1.98B (-$63.1M)
19% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 72
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$35.8M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$16.6M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$13.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.86M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$16.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$15.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.68M |
WTFC Hedge Fund Activity: Q3 2014 in Review
181 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2014, worth a combined $1.98B — down 3.1% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new WTFC positions and 13 closed out — a net gain of 8 holders — while 58 added to existing stakes and 72 trimmed.
The largest buyer was Jennison Associates, adding an estimated $35.8M. The largest seller was VOYA Investment Management, cutting an estimated $16.1M.
- 181 institutional investors held Wintrust Financial (WTFC) as of Q3 2014, up from 174 in Q2 2014.
- Funds reported $1.98B of Wintrust Financial stock for Q3 2014, down 3.1% quarter-over-quarter.
- 21 funds opened new Wintrust Financial positions in Q3 2014 and 13 closed out, a net change of +8 holders.
- The largest Wintrust Financial buyer in Q3 2014 was Jennison Associates, an estimated $35.8M added.
- The largest Wintrust Financial seller in Q3 2014 was VOYA Investment Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q3 2014.