Wintrust Financial
WTFC
183 hedge funds and large institutions have $2.05B invested in Wintrust Financial in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 15 closing their positions.
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
4% more capital invested
Capital invested by funds: $1.98B → $2.05B (+$70.6M)
1% more funds holding
Funds holding: 182 → 183 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.91M |
| 3 |
JP Morgan Chase
New York
|
+$6.44M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.87M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$14.8M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$13.9M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$13.3M |
| 4 |
Morgan Stanley
New York
|
-$6.54M |
| 5 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$6.37M |
WTFC Hedge Fund Activity: Q4 2014 in Review
183 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2014, worth a combined $2.05B — up 3.6% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WTFC positions and 15 closed out — a net gain of 5 holders — while 61 added to existing stakes and 71 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Federated Hermes, cutting an estimated $14.8M.
- 183 institutional investors held Wintrust Financial (WTFC) as of Q4 2014, up from 182 in Q3 2014.
- Funds reported $2.05B of Wintrust Financial stock for Q4 2014, up 3.6% quarter-over-quarter.
- 20 funds opened new Wintrust Financial positions in Q4 2014 and 15 closed out, a net change of +5 holders.
- The largest Wintrust Financial buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $14.3M added.
- The largest Wintrust Financial seller in Q4 2014 was Federated Hermes, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2014.