Wintrust Financial
WTFC
255 hedge funds and large institutions have $1.72B invested in Wintrust Financial in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 60 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
0.47% less ownership
Funds ownership: 90.82% → 90.35% (-0.47%)
9% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 90
8% less funds holding
Funds holding: 278 → 255 (-23)
27% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 60
32% less call options, than puts
Call options by funds: $535K | Put options by funds: $785K
53% less capital invested
Capital invested by funds: $3.67B → $1.72B (-$1.95B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$33.2M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$15.6M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$14.3M |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$13.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$19.2M |
| 3 |
BlackRock
New York
|
-$18.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$12.5M |
| 5 |
SI
Sapience Investments
Newport Beach,
California
|
-$11.4M |
WTFC Hedge Fund Activity: Q1 2020 in Review
255 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2020, worth a combined $1.72B — down 53% from $3.67B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of WTFC and 44 opened new positions — a net loss of 16 holders — while 90 trimmed existing stakes and 82 added.
The largest buyer was Deutsche Bank, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $30.6M.
- 255 institutional investors held Wintrust Financial (WTFC) as of Q1 2020, down from 278 in Q4 2019.
- Funds reported $1.72B of Wintrust Financial stock for Q1 2020, down 53% quarter-over-quarter.
- 44 funds opened new Wintrust Financial positions in Q1 2020 and 60 closed out, a net change of -16 holders.
- The largest Wintrust Financial buyer in Q1 2020 was Deutsche Bank, an estimated $33.2M added.
- The largest Wintrust Financial seller in Q1 2020 was Fidelity Investments, an estimated $30.6M sold.
Based on aggregated 13F filings for Q1 2020.