Wintrust Financial
WTFC
298 hedge funds and large institutions have $3.94B invested in Wintrust Financial in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 27 closing their positions.
100% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 27
25% more capital invested
Capital invested by funds: $3.14B → $3.94B (+$795M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
10% more funds holding
Funds holding: 272 → 298 (+26)
2.08% more ownership
Funds ownership: 89.26% → 91.35% (+2.1%)
30% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 116
72% less call options, than puts
Call options by funds: $5.96M | Put options by funds: $21.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$50.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.4M |
| 4 |
BlackRock
New York
|
+$22.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.8M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$43.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.6M |
WTFC Hedge Fund Activity: Q1 2021 in Review
298 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2021, worth a combined $3.94B — up 25% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WTFC positions and 27 closed out — a net gain of 27 holders — while 81 added to existing stakes and 116 trimmed.
The largest buyer was State Street, adding an estimated $50.6M. The largest seller was Wellington Management Group, cutting an estimated $94.8M.
- 298 institutional investors held Wintrust Financial (WTFC) as of Q1 2021, up from 272 in Q4 2020.
- Funds reported $3.94B of Wintrust Financial stock for Q1 2021, up 25% quarter-over-quarter.
- 54 funds opened new Wintrust Financial positions in Q1 2021 and 27 closed out, a net change of +27 holders.
- The largest Wintrust Financial buyer in Q1 2021 was State Street, an estimated $50.6M added.
- The largest Wintrust Financial seller in Q1 2021 was Wellington Management Group, an estimated $94.8M sold.
Based on aggregated 13F filings for Q1 2021.