Wintrust Financial
WTFC
260 hedge funds and large institutions have $3.57B invested in Wintrust Financial in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 21 closing their positions.
224% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 21
152% more call options, than puts
Call options by funds: $6.67M | Put options by funds: $2.65M
94.97% more ownership
Funds ownership: 0% → 94.97% (+95%)
34% more capital invested
Capital invested by funds: $2.66B → $3.57B (+$901M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 216 → 260 (+44)
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$34.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$33.1M |
| 3 |
JP Morgan Chase
New York
|
+$23.7M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$16.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$54.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$39.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.7M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$20.6M |
WTFC Hedge Fund Activity: Q4 2016 in Review
260 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2016, worth a combined $3.57B — up 34% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new WTFC positions and 21 closed out — a net gain of 47 holders — while 75 added to existing stakes and 88 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $34.8M. The largest seller was Millennium Management, cutting an estimated $54.9M.
- 260 institutional investors held Wintrust Financial (WTFC) as of Q4 2016, up from 216 in Q3 2016.
- Funds reported $3.57B of Wintrust Financial stock for Q4 2016, up 34% quarter-over-quarter.
- 68 funds opened new Wintrust Financial positions in Q4 2016 and 21 closed out, a net change of +47 holders.
- The largest Wintrust Financial buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $34.8M added.
- The largest Wintrust Financial seller in Q4 2016 was Millennium Management, an estimated $54.9M sold.
Based on aggregated 13F filings for Q4 2016.