Wintrust Financial
WTFC
309 hedge funds and large institutions have $4.22B invested in Wintrust Financial in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 25 closing their positions.
104% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 25
42% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $1.71M
9% more funds holding
Funds holding: 283 → 309 (+26)
5% more capital invested
Capital invested by funds: $4.02B → $4.22B (+$192M)
3% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 110
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.02% less ownership
Funds ownership: 92.57% → 91.56% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.3M |
| 2 |
JP Morgan Chase
New York
|
+$19M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.1M |
| 4 |
O
OppenheimerFunds
New York
|
+$16.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$45.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.1M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$16.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$15.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.1M |
WTFC Hedge Fund Activity: Q4 2017 in Review
309 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2017, worth a combined $4.22B — up 4.8% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WTFC positions and 25 closed out — a net gain of 26 holders — while 113 added to existing stakes and 110 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $19.3M. The largest seller was Invesco, cutting an estimated $45.7M.
- 309 institutional investors held Wintrust Financial (WTFC) as of Q4 2017, up from 283 in Q3 2017.
- Funds reported $4.22B of Wintrust Financial stock for Q4 2017, up 4.8% quarter-over-quarter.
- 51 funds opened new Wintrust Financial positions in Q4 2017 and 25 closed out, a net change of +26 holders.
- The largest Wintrust Financial buyer in Q4 2017 was VOYA Investment Management, an estimated $19.3M added.
- The largest Wintrust Financial seller in Q4 2017 was Invesco, an estimated $45.7M sold.
Based on aggregated 13F filings for Q4 2017.