Wintrust Financial
WTFC
186 hedge funds and large institutions have $2B invested in Wintrust Financial in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more call options, than puts
Call options by funds: $272K | Put options by funds: $213K
16% more capital invested
Capital invested by funds: $1.72B → $2B (+$280M)
8% more funds holding
Funds holding: 173 → 186 (+13)
1% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$31M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$27.4M |
| 3 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$18.2M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$13M |
| 5 |
Millennium Management
New York
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$18.7M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$13.7M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$13.1M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$6.08M |
| 5 |
Renaissance Technologies
New York
|
-$5.75M |
WTFC Hedge Fund Activity: Q4 2013 in Review
186 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2013, worth a combined $2B — up 16% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new WTFC positions and 15 closed out — a net gain of 14 holders — while 69 added to existing stakes and 68 trimmed.
The largest buyer was Invesco, adding an estimated $31M. The largest seller was Basswood Capital Management, cutting an estimated $18.7M.
- 186 institutional investors held Wintrust Financial (WTFC) as of Q4 2013, up from 173 in Q3 2013.
- Funds reported $2B of Wintrust Financial stock for Q4 2013, up 16% quarter-over-quarter.
- 29 funds opened new Wintrust Financial positions in Q4 2013 and 15 closed out, a net change of +14 holders.
- The largest Wintrust Financial buyer in Q4 2013 was Invesco, an estimated $31M added.
- The largest Wintrust Financial seller in Q4 2013 was Basswood Capital Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2013.