Wintrust Financial
WTFC
262 hedge funds and large institutions have $2.28B invested in Wintrust Financial in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 41 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
32% more capital invested
Capital invested by funds: $1.72B → $2.28B (+$553M)
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
10% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 88
3% more funds holding
Funds holding: 255 → 262 (+7)
0.31% more ownership
Funds ownership: 90.35% → 90.66% (+0.31%)
1% less call options, than puts
Call options by funds: $1.09M | Put options by funds: $1.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$73.9M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$30.6M |
| 3 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$15.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$26.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$21.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.4M |
WTFC Hedge Fund Activity: Q2 2020 in Review
262 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2020, worth a combined $2.28B — up 32% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WTFC positions and 41 closed out — a net gain of 9 holders — while 97 added to existing stakes and 88 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $73.9M. The largest seller was AJO LP, exiting entirely with an estimated $26.2M sold.
- 262 institutional investors held Wintrust Financial (WTFC) as of Q2 2020, up from 255 in Q1 2020.
- Funds reported $2.28B of Wintrust Financial stock for Q2 2020, up 32% quarter-over-quarter.
- 50 funds opened new Wintrust Financial positions in Q2 2020 and 41 closed out, a net change of +9 holders.
- The largest Wintrust Financial buyer in Q2 2020 was Wellington Management Group, an estimated $73.9M added.
- The largest Wintrust Financial seller in Q2 2020 was AJO LP, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2020.