Wintrust Financial
WTFC
395 hedge funds and large institutions have $4.5B invested in Wintrust Financial in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 111 reducing their positions, and 22 closing their positions.
205% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 22
119% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $778K
40% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 111
12% more funds holding
Funds holding: 354 → 395 (+41)
0% more capital invested
Capital invested by funds: $4.49B → $4.5B (+$13.9M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2.12% less ownership
Funds ownership: 90.52% → 88.4% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$56.6M |
| 2 |
Morgan Stanley
New York
|
+$46.7M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$35.9M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$35.8M |
| 5 |
BlackRock
New York
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$57.6M |
| 2 |
Millennium Management
New York
|
-$27.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18.7M |
| 4 |
GC
Gillson Capital
Chicago,
Illinois
|
-$14.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$13.4M |
WTFC Hedge Fund Activity: Q4 2022 in Review
395 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2022, worth a combined $4.5B — up 0.31% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new WTFC positions and 22 closed out — a net gain of 45 holders — while 155 added to existing stakes and 111 trimmed.
The largest buyer was Premier Fund Managers, adding an estimated $56.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $57.6M.
- 395 institutional investors held Wintrust Financial (WTFC) as of Q4 2022, up from 354 in Q3 2022.
- Funds reported $4.5B of Wintrust Financial stock for Q4 2022, up 0.31% quarter-over-quarter.
- 67 funds opened new Wintrust Financial positions in Q4 2022 and 22 closed out, a net change of +45 holders.
- The largest Wintrust Financial buyer in Q4 2022 was Premier Fund Managers, an estimated $56.6M added.
- The largest Wintrust Financial seller in Q4 2022 was Massachusetts Financial Services, an estimated $57.6M sold.
Based on aggregated 13F filings for Q4 2022.