Wintrust Financial
WTFC
174 hedge funds and large institutions have $2.04B invested in Wintrust Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 17 closing their positions.
36% more call options, than puts
Call options by funds: $492K | Put options by funds: $363K
28% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $2.15B → $2.04B (-$107M)
2% less funds holding
Funds holding: 178 → 174 (-4)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$15.2M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$10.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.82M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$24.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.3M |
| 3 |
Jennison Associates
New York
|
-$14.5M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$5.39M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$5.31M |
WTFC Hedge Fund Activity: Q2 2014 in Review
174 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2014, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of WTFC and 13 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 73 added.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $20.8M. The largest seller was Invesco, cutting an estimated $24.7M.
- 174 institutional investors held Wintrust Financial (WTFC) as of Q2 2014, down from 178 in Q1 2014.
- Funds reported $2.04B of Wintrust Financial stock for Q2 2014, down 5% quarter-over-quarter.
- 13 funds opened new Wintrust Financial positions in Q2 2014 and 17 closed out, a net change of -4 holders.
- The largest Wintrust Financial buyer in Q2 2014 was Schroder Investment Management Group, an estimated $20.8M added.
- The largest Wintrust Financial seller in Q2 2014 was Invesco, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2014.