Wintrust Financial
WTFC
396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 129 reducing their positions, and 26 closing their positions.
50% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 26
21% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 129
2% more funds holding
Funds holding: 387 → 396 (+9)
1.29% less ownership
Funds ownership: 95.27% → 93.97% (-1.3%)
6% less capital invested
Capital invested by funds: $6.11B → $5.72B (-$393M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.3M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$14.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.3M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$12.9M |
| 5 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$28.4M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$26.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.2M |
| 5 |
Millennium Management
New York
|
-$11.5M |
WTFC Hedge Fund Activity: Q2 2024 in Review
396 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2024, worth a combined $5.72B — down 6.4% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WTFC positions and 26 closed out — a net gain of 13 holders — while 156 added to existing stakes and 129 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $28.4M sold.
- 396 institutional investors held Wintrust Financial (WTFC) as of Q2 2024, up from 387 in Q1 2024.
- Funds reported $5.72B of Wintrust Financial stock for Q2 2024, down 6.4% quarter-over-quarter.
- 39 funds opened new Wintrust Financial positions in Q2 2024 and 26 closed out, a net change of +13 holders.
- The largest Wintrust Financial buyer in Q2 2024 was Fidelity Investments, an estimated $16.3M added.
- The largest Wintrust Financial seller in Q2 2024 was William Blair Investment Management, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2024.