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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
Rafferty Asset Management
151
Rafferty Asset Management
New York
$1.16M +$330K +4,947 +43%
NMIMC
152
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M +$9.13K +137 +0.8%
AIP
153
Ameritas Investment Partners
Nebraska
$1.14M – – –
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$1.13M +$13K +195 +1%
AG
155
Aperio Group
California
$1.11M +$470K +7,057 +82%
LW
156
Linscomb Wealth
Texas
$996K +$936K +14,050 New
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$978K +$13.3K +200 +1%
VRS
158
Virginia Retirement Systems
Virginia
$971K +$213K +3,200 +30%
XK
159
Xact Kapitalforvaltning
Sweden
$966K – – –
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$961K +$7.33K +110 +0.8%
AAM
161
Advisors Asset Management
Colorado
$932K -$213K -3,199 -20%
SVC
162
Strycker View Capital
New York
$922K +$866K +13,000 New
AB
163
Amalgamated Bank
New York
$919K +$90.4K +1,356 +12%
AIC
164
Aurora Investment Counsel
Georgia
$892K -$710K -10,655 -46%
Arrowstreet Capital
165
Arrowstreet Capital
Massachusetts
$865K -$173K -2,600 -18%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$864K -$32.1K -481 -4%
CL
167
CSS LLC
Illinois
$864K – – –
KBC Group
168
KBC Group
Belgium
$846K -$87.4K -1,311 -10%
ProShare Advisors
169
ProShare Advisors
Maryland
$801K +$26.1K +391 +4%
FPC
170
Falcon Point Capital
California
$789K -$2.28M -34,253 -75%
URS
171
Utah Retirement Systems
Utah
$762K +$6.66K +100 +0.9%
MERSOM
172
Municipal Employees' Retirement System of Michigan
Michigan
$746K +$8K +120 +1%
HighTower Advisors
173
HighTower Advisors
Illinois
$738K -$2.27K -34 -0.3%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$714K +$5.66K +85 +0.9%
ARTA
175
A.R.T. Advisors
New York
$702K +$660K +9,900 New
5 6
7
8 9

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.