Wintrust Financial
WTFC
283 hedge funds and large institutions have $4.05B invested in Wintrust Financial in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 81 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 81
35% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $2.12M
6% more funds holding
Funds holding: 266 → 283 (+17)
1.07% more ownership
Funds ownership: 91.5% → 92.57% (+1.1%)
4% more capital invested
Capital invested by funds: $3.89B → $4.05B (+$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.9M |
| 2 |
Millennium Management
New York
|
+$19.1M |
| 3 |
JP Morgan Chase
New York
|
+$19.1M |
| 4 |
BlackRock
New York
|
+$15.9M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$63.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$22.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$17.3M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$15.7M |
| 5 |
Two Sigma Investments
New York
|
-$13.5M |
WTFC Hedge Fund Activity: Q3 2017 in Review
283 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2017, worth a combined $4.05B — up 4.1% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WTFC positions and 19 closed out — a net gain of 20 holders — while 117 added to existing stakes and 81 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $57.9M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $63.1M sold.
- 283 institutional investors held Wintrust Financial (WTFC) as of Q3 2017, up from 266 in Q2 2017.
- Funds reported $4.05B of Wintrust Financial stock for Q3 2017, up 4.1% quarter-over-quarter.
- 39 funds opened new Wintrust Financial positions in Q3 2017 and 19 closed out, a net change of +20 holders.
- The largest Wintrust Financial buyer in Q3 2017 was Fidelity Investments, an estimated $57.9M added.
- The largest Wintrust Financial seller in Q3 2017 was Janus Henderson Group, an estimated $63.1M sold.
Based on aggregated 13F filings for Q3 2017.