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Wintrust Financial
WTFC

305 hedge funds and large institutions have $4.12B invested in Wintrust Financial in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.44M

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $3.9B → $4.12B (+$214M)

3% more funds holding

Funds holding: 297 → 305 (+8)

0.44% less ownership

Funds ownership: 90.22% → 89.79% (-0.44%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
99
Reduced
113
Closed
20
Calls
$4.24M
Puts
$1.44M
Net Calls
+$2.8M
Net Calls Change
+$1.59M

Top Buyers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
+$38.3M
2
CS
Credit Suisse
Switzerland
+$25.5M
3
Victory Capital Management
Victory Capital Management
Texas
+$22.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.4M
5
ZCM
Ziegler Capital Management
Illinois
+$8.45M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$33M
2
American Century Companies
American Century Companies
Missouri
-$16.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
5
Wells Fargo
Wells Fargo
California
-$10.1M

WTFC Hedge Fund Activity: Q3 2021 in Review

305 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2021, worth a combined $4.12B — up 5.5% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTFC positions and 20 closed out — a net gain of 11 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $38.3M. The largest seller was State Street, cutting an estimated $33M.

  • 305 institutional investors held Wintrust Financial (WTFC) as of Q3 2021, up from 297 in Q2 2021.
  • Funds reported $4.12B of Wintrust Financial stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 31 funds opened new Wintrust Financial positions in Q3 2021 and 20 closed out, a net change of +11 holders.
  • The largest Wintrust Financial buyer in Q3 2021 was Aberdeen Group, an estimated $38.3M added.
  • The largest Wintrust Financial seller in Q3 2021 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2021.