Wintrust Financial
WTFC
300 hedge funds and large institutions have $4.4B invested in Wintrust Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 126 reducing their positions, and 38 closing their positions.
155% more call options, than puts
Call options by funds: $3.3M | Put options by funds: $1.29M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more capital invested
Capital invested by funds: $4.22B → $4.4B (+$186M)
0.48% less ownership
Funds ownership: 91.56% → 91.08% (-0.48%)
3% less funds holding
Funds holding: 309 → 300 (-9)
21% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 38
22% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$37.2M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$36.3M |
| 4 |
BlackRock
New York
|
+$24.8M |
| 5 |
Lazard Asset Management
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$40.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$33.5M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$26M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$17.7M |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$14.9M |
WTFC Hedge Fund Activity: Q1 2018 in Review
300 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2018, worth a combined $4.4B — up 4.4% from $4.22B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WTFC and 30 opened new positions — a net loss of 8 holders — while 126 trimmed existing stakes and 98 added.
The largest buyer was AllianceBernstein, adding an estimated $42.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $40.7M.
- 300 institutional investors held Wintrust Financial (WTFC) as of Q1 2018, down from 309 in Q4 2017.
- Funds reported $4.4B of Wintrust Financial stock for Q1 2018, up 4.4% quarter-over-quarter.
- 30 funds opened new Wintrust Financial positions in Q1 2018 and 38 closed out, a net change of -8 holders.
- The largest Wintrust Financial buyer in Q1 2018 was AllianceBernstein, an estimated $42.9M added.
- The largest Wintrust Financial seller in Q1 2018 was Dimensional Fund Advisors, an estimated $40.7M sold.
Based on aggregated 13F filings for Q1 2018.