Wintrust Financial
WTFC
351 hedge funds and large institutions have $4.83B invested in Wintrust Financial in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 113 reducing their positions, and 30 closing their positions.
227% more call options, than puts
Call options by funds: $2.86M | Put options by funds: $874K
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
6% more funds holding
Funds holding: 332 → 351 (+19)
10% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 113
3% more capital invested
Capital invested by funds: $4.68B → $4.83B (+$142M)
0.25% more ownership
Funds ownership: 90.44% → 90.69% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$42.7M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$32.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$26.5M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$26.5M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$40M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$19.6M |
WTFC Hedge Fund Activity: Q1 2022 in Review
351 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2022, worth a combined $4.83B — up 3% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new WTFC positions and 30 closed out — a net gain of 23 holders — while 124 added to existing stakes and 113 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $42.7M. The largest seller was Fidelity Investments, cutting an estimated $88.2M.
- 351 institutional investors held Wintrust Financial (WTFC) as of Q1 2022, up from 332 in Q4 2021.
- Funds reported $4.83B of Wintrust Financial stock for Q1 2022, up 3% quarter-over-quarter.
- 53 funds opened new Wintrust Financial positions in Q1 2022 and 30 closed out, a net change of +23 holders.
- The largest Wintrust Financial buyer in Q1 2022 was Lord, Abbett & Co, an estimated $42.7M added.
- The largest Wintrust Financial seller in Q1 2022 was Fidelity Investments, an estimated $88.2M sold.
Based on aggregated 13F filings for Q1 2022.