Wintrust Financial
WTFC
273 hedge funds and large institutions have $3.5B invested in Wintrust Financial in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 31 closing their positions.
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
47% more call options, than puts
Call options by funds: $6.63M | Put options by funds: $4.52M
16% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 89
5% more funds holding
Funds holding: 261 → 273 (+12)
1.64% more ownership
Funds ownership: 94.97% → 96.61% (+1.6%)
2% less capital invested
Capital invested by funds: $3.57B → $3.5B (-$67M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$437M |
| 2 |
JP Morgan Chase
New York
|
+$75.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$74.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$31.6M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$20.8M |
| 3 |
Jennison Associates
New York
|
-$20.3M |
| 4 |
TA
Teachers Advisors
New York
|
-$16.8M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$14.5M |
WTFC Hedge Fund Activity: Q1 2017 in Review
273 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2017, worth a combined $3.5B — down 1.9% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WTFC positions and 31 closed out — a net gain of 20 holders — while 103 added to existing stakes and 89 trimmed.
The largest buyer was BlackRock, adding an estimated $437M. The largest seller was Massachusetts Financial Services, cutting an estimated $31.6M.
- 273 institutional investors held Wintrust Financial (WTFC) as of Q1 2017, up from 261 in Q4 2016.
- Funds reported $3.5B of Wintrust Financial stock for Q1 2017, down 1.9% quarter-over-quarter.
- 51 funds opened new Wintrust Financial positions in Q1 2017 and 31 closed out, a net change of +20 holders.
- The largest Wintrust Financial buyer in Q1 2017 was BlackRock, an estimated $437M added.
- The largest Wintrust Financial seller in Q1 2017 was Massachusetts Financial Services, an estimated $31.6M sold.
Based on aggregated 13F filings for Q1 2017.