Wintrust Financial
WTFC
395 hedge funds and large institutions have $5.39B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 147 increasing their positions, 126 reducing their positions, and 24 closing their positions.
962% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $158K
213% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 24
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
25% more capital invested
Capital invested by funds: $4.31B → $5.39B (+$1.08B)
17% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 126
14% more funds holding
Funds holding: 348 → 395 (+47)
1.6% more ownership
Funds ownership: 93.28% → 94.89% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$57.3M |
| 2 |
Janus Henderson Group
London,
|
+$41.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$41.1M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$27.9M |
| 5 |
Jennison Associates
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$51.2M |
| 2 |
Millennium Management
New York
|
-$39.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$26.3M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$21.2M |
WTFC Hedge Fund Activity: Q4 2023 in Review
395 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2023, worth a combined $5.39B — up 25% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WTFC positions and 24 closed out — a net gain of 51 holders — while 147 added to existing stakes and 126 trimmed.
The largest buyer was Capital International Investors, adding an estimated $57.3M. The largest seller was North Reef Capital Management, cutting an estimated $51.2M.
- 395 institutional investors held Wintrust Financial (WTFC) as of Q4 2023, up from 348 in Q3 2023.
- Funds reported $5.39B of Wintrust Financial stock for Q4 2023, up 25% quarter-over-quarter.
- 75 funds opened new Wintrust Financial positions in Q4 2023 and 24 closed out, a net change of +51 holders.
- The largest Wintrust Financial buyer in Q4 2023 was Capital International Investors, an estimated $57.3M added.
- The largest Wintrust Financial seller in Q4 2023 was North Reef Capital Management, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2023.