Wintrust Financial
WTFC
297 hedge funds and large institutions have $3.25B invested in Wintrust Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 132 reducing their positions, and 56 closing their positions.
0.64% less ownership
Funds ownership: 89.42% → 88.78% (-0.64%)
8% less funds holding
Funds holding: 323 → 297 (-26)
12% less capital invested
Capital invested by funds: $3.7B → $3.25B (-$452M)
32% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 132
46% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 56
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
79% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $6.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.1M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$22M |
| 4 |
D.E. Shaw & Co
New York
|
+$20.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$98M |
| 2 |
Millennium Management
New York
|
-$46.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$30.6M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$19.8M |
| 5 |
Jennison Associates
New York
|
-$17.1M |
WTFC Hedge Fund Activity: Q3 2019 in Review
297 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2019, worth a combined $3.25B — down 12% from $3.7B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of WTFC and 30 opened new positions — a net loss of 26 holders — while 132 trimmed existing stakes and 90 added.
The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was AllianceBernstein, cutting an estimated $98M.
- 297 institutional investors held Wintrust Financial (WTFC) as of Q3 2019, down from 323 in Q2 2019.
- Funds reported $3.25B of Wintrust Financial stock for Q3 2019, down 12% quarter-over-quarter.
- 30 funds opened new Wintrust Financial positions in Q3 2019 and 56 closed out, a net change of -26 holders.
- The largest Wintrust Financial buyer in Q3 2019 was Fidelity Investments, an estimated $139M added.
- The largest Wintrust Financial seller in Q3 2019 was AllianceBernstein, an estimated $98M sold.
Based on aggregated 13F filings for Q3 2019.