Wintrust Financial
WTFC
350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.
127% more call options, than puts
Call options by funds: $8.28M | Put options by funds: $3.64M
36% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 112
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
0.89% more ownership
Funds ownership: 92.31% → 93.2% (+0.89%)
1% more capital invested
Capital invested by funds: $4.11B → $4.14B (+$31.9M)
9% less funds holding
Funds holding: 384 → 350 (-34)
53% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.8M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$23.2M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$20.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$19.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$53.7M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$26.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$22.4M |
| 4 |
Morgan Stanley
New York
|
-$18.8M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$15M |
WTFC Hedge Fund Activity: Q2 2023 in Review
350 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2023, worth a combined $4.14B — up 0.78% from $4.11B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of WTFC and 30 opened new positions — a net loss of 34 holders — while 112 trimmed existing stakes and 152 added.
The largest buyer was Fidelity Investments, adding an estimated $37.8M. The largest seller was Millennium Management, cutting an estimated $53.7M.
- 350 institutional investors held Wintrust Financial (WTFC) as of Q2 2023, down from 384 in Q1 2023.
- Funds reported $4.14B of Wintrust Financial stock for Q2 2023, up 0.78% quarter-over-quarter.
- 30 funds opened new Wintrust Financial positions in Q2 2023 and 64 closed out, a net change of -34 holders.
- The largest Wintrust Financial buyer in Q2 2023 was Fidelity Investments, an estimated $37.8M added.
- The largest Wintrust Financial seller in Q2 2023 was Millennium Management, an estimated $53.7M sold.
Based on aggregated 13F filings for Q2 2023.