Wintrust Financial
WTFC
384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 131 increasing their positions, 139 reducing their positions, and 59 closing their positions.
36% more call options, than puts
Call options by funds: $4.65M | Put options by funds: $3.43M
3.91% more ownership
Funds ownership: 88.4% → 92.31% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 139
3% less funds holding
Funds holding: 395 → 384 (-11)
9% less capital invested
Capital invested by funds: $4.5B → $4.11B (-$391M)
10% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$82.4M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$58M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$57M |
| 4 |
Millennium Management
New York
|
+$40.9M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$67.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$48.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$40.5M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$36.3M |
| 5 |
Morgan Stanley
New York
|
-$24.4M |
WTFC Hedge Fund Activity: Q1 2023 in Review
384 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2023, worth a combined $4.11B — down 8.7% from $4.5B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of WTFC and 53 opened new positions — a net loss of 6 holders — while 139 trimmed existing stakes and 131 added.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $82.4M. The largest seller was Citadel Advisors, cutting an estimated $67.3M.
- 384 institutional investors held Wintrust Financial (WTFC) as of Q1 2023, down from 395 in Q4 2022.
- Funds reported $4.11B of Wintrust Financial stock for Q1 2023, down 8.7% quarter-over-quarter.
- 53 funds opened new Wintrust Financial positions in Q1 2023 and 59 closed out, a net change of -6 holders.
- The largest Wintrust Financial buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $82.4M added.
- The largest Wintrust Financial seller in Q1 2023 was Citadel Advisors, an estimated $67.3M sold.
Based on aggregated 13F filings for Q1 2023.