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Wintrust Financial

297 hedge funds and large institutions have $3.89B invested in Wintrust Financial in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $3.33M

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less funds holding

Funds holding: 298297 (-1)

1% less capital invested

Capital invested by funds: $3.93B → $3.89B (-$38.8M)

1.14% less ownership

Funds ownership: 91.35%90.21% (-1.1%)

18% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 120

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
297
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
29
Increased
98
Reduced
120
Closed
29
Calls
$4.54M
Puts
$3.33M
Net Calls
+$1.21M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
201
Crossmark Global Holdings
Texas
$430K -$24.2K -310 -5%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$423K -$1.56K -20 -0.4%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$416K +$396K +5,068 +1,160%
BC
204
Bridgefront Capital
Texas
$415K +$428K +5,481 New
IA
205
IndexIQ Advisors
New York
$404K +$17.6K +225 +4%
SAM
206
Securian Asset Management
Minnesota
$396K -$9.46K -121 -2%
FIM
207
Freedom Investment Management
Connecticut
$394K +$2.58K +33 +0.6%
Mitsubishi UFJ Trust & Banking
208
Mitsubishi UFJ Trust & Banking
Japan
$385K -$24K -307 -6%
FMT
209
First Mercantile Trust
Tennessee
$382K -$8.52K -109 -2%
SWIG
210
Strategic Wealth Investment Group
Kentucky
$378K -$391K -5,000 -50%
CAN
211
Cetera Advisor Networks
California
$364K +$8.6K +110 +2%
IWM
212
IHT Wealth Management
Illinois
$356K +$368K +4,709 New
PFO
213
Pathstone Family Office
New Jersey
$342K +$6.88K +88 +2%
WCM
214
Weld Capital Management
New York
$338K +$349K +4,466 New
CM
215
Capula Management
Cayman Islands
$323K +$335K +4,291 New
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$316K
1CM
217
1492 Capital Management
Wisconsin
$305K
HF
218
HRT Financial
New York
$296K -$6.17K -79 -2%
CFC
219
Coyle Financial Counsel
Illinois
$296K
BC
220
Burney Company
Virginia
$295K -$2.73K -35 -0.9%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$292K +$78.1K +1,000 +35%
MYIA
222
Mount Yale Investment Advisors
Colorado
$291K -$3.36K -43 -1%
CF
223
Centaurus Financial
California
$289K
IWA
224
Inspirion Wealth Advisors
Illinois
$288K
RIL
225
Rothschild Investment LLC
Illinois
$283K

WTFC Hedge Fund Activity: Q2 2021 in Review

297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2021, worth a combined $3.89B — down 0.99% from $3.93B a quarter earlier.

Fund positioning in WTFC was balanced in Q2 2021: 29 funds opened new positions, 29 closed out, 98 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $26.8M. The largest seller was Fidelity Investments, cutting an estimated $54.3M.

  • 297 institutional investors held Wintrust Financial (WTFC) as of Q2 2021, down from 298 in Q1 2021.
  • Funds reported $3.89B of Wintrust Financial stock for Q2 2021, down 0.99% quarter-over-quarter.
  • 29 funds opened new Wintrust Financial positions in Q2 2021 and 29 closed out, a net change of 0 holders.
  • The largest Wintrust Financial buyer in Q2 2021 was Citadel Advisors, an estimated $26.8M added.
  • The largest Wintrust Financial seller in Q2 2021 was Fidelity Investments, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2021.