Wintrust Financial
WTFC
272 hedge funds and large institutions have $3.14B invested in Wintrust Financial in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 103 reducing their positions, and 30 closing their positions.
1,912% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $140K
51% more capital invested
Capital invested by funds: $2.08B → $3.14B (+$1.06B)
43% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 30
5% more funds holding
Funds holding: 259 → 272 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.93% less ownership
Funds ownership: 90.19% → 89.26% (-0.93%)
23% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$55.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$11.3M |
| 5 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$8.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$114M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.1M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$11M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$10.2M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$9.95M |
WTFC Hedge Fund Activity: Q4 2020 in Review
272 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2020, worth a combined $3.14B — up 51% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WTFC positions and 30 closed out — a net gain of 13 holders — while 79 added to existing stakes and 103 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $55.1M. The largest seller was Wellington Management Group, cutting an estimated $114M.
- 272 institutional investors held Wintrust Financial (WTFC) as of Q4 2020, up from 259 in Q3 2020.
- Funds reported $3.14B of Wintrust Financial stock for Q4 2020, up 51% quarter-over-quarter.
- 43 funds opened new Wintrust Financial positions in Q4 2020 and 30 closed out, a net change of +13 holders.
- The largest Wintrust Financial buyer in Q4 2020 was AllianceBernstein, an estimated $55.1M added.
- The largest Wintrust Financial seller in Q4 2020 was Wellington Management Group, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2020.