Wintrust Financial
WTFC
217 hedge funds and large institutions have $2.68B invested in Wintrust Financial in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 24 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 72
10% more capital invested
Capital invested by funds: $2.45B → $2.68B (+$233M)
8% more call options, than puts
Call options by funds: $540K | Put options by funds: $500K
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
1% less funds holding
Funds holding: 219 → 217 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$18M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$16.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$10M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$9.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$29.1M |
| 2 |
Millennium Management
New York
|
-$19.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11.4M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$10.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.61M |
WTFC Hedge Fund Activity: Q3 2016 in Review
217 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2016, worth a combined $2.68B — up 9.5% from $2.45B a quarter earlier.
Fund positioning in WTFC was balanced in Q3 2016: 24 funds opened new positions, 24 closed out, 84 added to existing stakes and 72 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $19.7M. The largest seller was Cambiar Investors, exiting entirely with an estimated $29.1M sold.
- 217 institutional investors held Wintrust Financial (WTFC) as of Q3 2016, down from 219 in Q2 2016.
- Funds reported $2.68B of Wintrust Financial stock for Q3 2016, up 9.5% quarter-over-quarter.
- 24 funds opened new Wintrust Financial positions in Q3 2016 and 24 closed out, a net change of 0 holders.
- The largest Wintrust Financial buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $19.7M added.
- The largest Wintrust Financial seller in Q3 2016 was Cambiar Investors, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2016.