Wintrust Financial
WTFC
219 hedge funds and large institutions have $2.45B invested in Wintrust Financial in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 9 closing their positions.
344% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 9
26% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 69
20% more capital invested
Capital invested by funds: $2.03B → $2.45B (+$413M)
15% more funds holding
Funds holding: 191 → 219 (+28)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
59% less call options, than puts
Call options by funds: $256K | Put options by funds: $632K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$39.7M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$22.9M |
| 3 |
Millennium Management
New York
|
+$21.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.1M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$29.9M |
| 2 |
Goldman Sachs
New York
|
-$12.7M |
| 3 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$12.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$9.25M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$8.46M |
WTFC Hedge Fund Activity: Q2 2016 in Review
219 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2016, worth a combined $2.45B — up 20% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WTFC positions and 9 closed out — a net gain of 31 holders — while 87 added to existing stakes and 69 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $39.7M. The largest seller was Keeley Asset Management, cutting an estimated $29.9M.
- 219 institutional investors held Wintrust Financial (WTFC) as of Q2 2016, up from 191 in Q1 2016.
- Funds reported $2.45B of Wintrust Financial stock for Q2 2016, up 20% quarter-over-quarter.
- 40 funds opened new Wintrust Financial positions in Q2 2016 and 9 closed out, a net change of +31 holders.
- The largest Wintrust Financial buyer in Q2 2016 was Perkins Investment Management, an estimated $39.7M added.
- The largest Wintrust Financial seller in Q2 2016 was Keeley Asset Management, an estimated $29.9M sold.
Based on aggregated 13F filings for Q2 2016.