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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
Canada Life
126
Canada Life
Manitoba, Canada
$1.94M +$1.83M +27,520 New
PH
127
Pinnacle Holdings
Oklahoma
$1.92M -$44.3K -664 -2%
KOCAA
128
Knights of Columbus Asset Advisors
Connecticut
$1.89M +$1.78M +26,653 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.86M +$1.75M +26,300 New
AC
130
Allstate Corporation
Illinois
$1.81M +$1.7M +25,510 New
William Blair & Company
131
William Blair & Company
Illinois
$1.77M +$479K +7,184 +41%
GC
132
Guggenheim Capital
Illinois
$1.76M -$128K -1,921 -7%
CIC
133
Cornercap Investment Counsel
Georgia
$1.75M -$30.3K -455 -2%
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$1.71M +$1.61M +24,128 New
VC
135
Vestor Capital
Illinois
$1.6M +$10K +150 +0.7%
Citigroup
136
Citigroup
New York
$1.59M -$381K -5,715 -20%
Creative Planning
137
Creative Planning
Kansas
$1.57M +$74.8K +1,122 +5%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$1.55M -$100K -1,505 -6%
RJA
139
Raymond James & Associates
Florida
$1.53M -$727K -10,905 -34%
MSE
140
MUFG Securities EMEA
United Kingdom
$1.49M +$1.4M +21,000 New
Aviva
141
Aviva
United Kingdom
$1.45M – – –
ESBC
142
E.S. Barr & Co
Kentucky
$1.41M – – –
RJFSA
143
Raymond James Financial Services Advisors
Florida
$1.4M -$299K -4,485 -18%
FMBTD
144
First Midwest Bank Trust Division
Illinois
$1.38M -$114K -1,716 -8%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$1.38M -$97.1K -1,457 -7%
JIC
146
Johnson Investment Counsel
Ohio
$1.35M +$229K +3,440 +22%
LSV Asset Management
147
LSV Asset Management
Illinois
$1.27M +$1.19M +17,900 New
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$1.22M -$450K -6,756 -28%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.21M +$253K +3,790 +28%
SOMRS
150
State of Michigan Retirement System
Michigan
$1.19M +$26.7K +400 +2%
4 5
6
7 8

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.