Wintrust Financial
WTFC
354 hedge funds and large institutions have $4.49B invested in Wintrust Financial in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 118 increasing their positions, 137 reducing their positions, and 30 closing their positions.
564% more call options, than puts
Call options by funds: $4.33M | Put options by funds: $652K
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more funds holding
Funds holding: 349 → 354 (+5)
0% less capital invested
Capital invested by funds: $4.51B → $4.49B (-$21M)
2.75% less ownership
Funds ownership: 93.27% → 90.52% (-2.7%)
14% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$24M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$20.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$16.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.7M |
| 5 |
Millennium Management
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$49M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$34.1M |
| 3 |
Goldman Sachs
New York
|
-$33.5M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$28.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$19.4M |
WTFC Hedge Fund Activity: Q3 2022 in Review
354 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2022, worth a combined $4.49B — down 0.47% from $4.51B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WTFC positions and 30 closed out — a net gain of 9 holders — while 118 added to existing stakes and 137 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $24M. The largest seller was Premier Fund Managers, cutting an estimated $49M.
- 354 institutional investors held Wintrust Financial (WTFC) as of Q3 2022, up from 349 in Q2 2022.
- Funds reported $4.49B of Wintrust Financial stock for Q3 2022, down 0.47% quarter-over-quarter.
- 39 funds opened new Wintrust Financial positions in Q3 2022 and 30 closed out, a net change of +9 holders.
- The largest Wintrust Financial buyer in Q3 2022 was Wellington Management Group, an estimated $24M added.
- The largest Wintrust Financial seller in Q3 2022 was Premier Fund Managers, an estimated $49M sold.
Based on aggregated 13F filings for Q3 2022.