Wintrust Financial
WTFC
323 hedge funds and large institutions have $3.67B invested in Wintrust Financial in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
8% more capital invested
Capital invested by funds: $3.39B → $3.67B (+$281M)
6% more funds holding
Funds holding: 305 → 323 (+18)
0.67% less ownership
Funds ownership: 90.09% → 89.43% (-0.67%)
18% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 120
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
70% less call options, than puts
Call options by funds: $2.1M | Put options by funds: $7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$32.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$30.6M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$15.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$34.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$22.8M |
| 3 |
BlackRock
New York
|
-$18.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$13M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$12.2M |
WTFC Hedge Fund Activity: Q2 2019 in Review
323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2019, worth a combined $3.67B — up 8.3% from $3.39B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WTFC positions and 30 closed out — a net gain of 22 holders — while 98 added to existing stakes and 120 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $57.7M. The largest seller was Northern Trust, cutting an estimated $34.9M.
- 323 institutional investors held Wintrust Financial (WTFC) as of Q2 2019, up from 305 in Q1 2019.
- Funds reported $3.67B of Wintrust Financial stock for Q2 2019, up 8.3% quarter-over-quarter.
- 52 funds opened new Wintrust Financial positions in Q2 2019 and 30 closed out, a net change of +22 holders.
- The largest Wintrust Financial buyer in Q2 2019 was Fidelity Investments, an estimated $57.7M added.
- The largest Wintrust Financial seller in Q2 2019 was Northern Trust, an estimated $34.9M sold.
Based on aggregated 13F filings for Q2 2019.