Wintrust Financial
WTFC
190 hedge funds and large institutions have $2.22B invested in Wintrust Financial in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 23 closing their positions.
3,127% more call options, than puts
Call options by funds: $355K | Put options by funds: $11K
1% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 75
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 194 → 190 (-4)
8% less capital invested
Capital invested by funds: $2.42B → $2.22B (-$199M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
+$33.3M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.3M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$14.3M |
| 4 |
Jennison Associates
New York
|
+$12.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$32.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$31.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.3M |
| 4 |
Lazard Asset Management
New York
|
-$13.7M |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$10.2M |
WTFC Hedge Fund Activity: Q4 2015 in Review
190 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2015, worth a combined $2.22B — down 8.2% from $2.42B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WTFC and 21 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 74 added.
The largest buyer was EJF Capital, opening a new position worth an estimated $33.3M. The largest seller was Bank of New York Mellon, cutting an estimated $32.2M.
- 190 institutional investors held Wintrust Financial (WTFC) as of Q4 2015, down from 194 in Q3 2015.
- Funds reported $2.22B of Wintrust Financial stock for Q4 2015, down 8.2% quarter-over-quarter.
- 21 funds opened new Wintrust Financial positions in Q4 2015 and 23 closed out, a net change of -2 holders.
- The largest Wintrust Financial buyer in Q4 2015 was EJF Capital, an estimated $33.3M added.
- The largest Wintrust Financial seller in Q4 2015 was Bank of New York Mellon, an estimated $32.2M sold.
Based on aggregated 13F filings for Q4 2015.