Wintrust Financial
WTFC
387 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.
106% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $1.31M
13% more capital invested
Capital invested by funds: $5.39B → $6.11B (+$719M)
0.38% more ownership
Funds ownership: 94.89% → 95.27% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
4% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 49
6% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 145
2% less funds holding
Funds holding: 395 → 387 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$45.3M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$42.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 4 |
Morgan Stanley
New York
|
+$20.3M |
| 5 |
Millennium Management
New York
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$22.8M |
| 2 |
Jennison Associates
New York
|
-$21.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$17.1M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$13.1M |
| 5 |
JP Morgan Chase
New York
|
-$12.4M |
WTFC Hedge Fund Activity: Q1 2024 in Review
387 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2024, worth a combined $6.11B — up 13% from $5.39B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of WTFC and 47 opened new positions — a net loss of 2 holders — while 145 trimmed existing stakes and 137 added.
The largest buyer was Principal Financial Group, adding an estimated $45.3M. The largest seller was Premier Fund Managers, cutting an estimated $22.8M.
- 387 institutional investors held Wintrust Financial (WTFC) as of Q1 2024, down from 395 in Q4 2023.
- Funds reported $6.11B of Wintrust Financial stock for Q1 2024, up 13% quarter-over-quarter.
- 47 funds opened new Wintrust Financial positions in Q1 2024 and 49 closed out, a net change of -2 holders.
- The largest Wintrust Financial buyer in Q1 2024 was Principal Financial Group, an estimated $45.3M added.
- The largest Wintrust Financial seller in Q1 2024 was Premier Fund Managers, an estimated $22.8M sold.
Based on aggregated 13F filings for Q1 2024.