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Wintrust Financial
WTFC

Overview Fund Activity

348 hedge funds and large institutions have $4.31B invested in Wintrust Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
32
Increased
109
Reduced
148
Closed
31
Calls
$2.97M
Puts
$476K
Net Calls
+$2.5M
Net Calls Change
-$2.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
2
Millennium Management
Millennium Management
New York
$49.9M
3
Invesco
Invesco
Georgia
$54.1M
4
SIS
Strategic Investment Solutions
Illinois
$20.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$88.5M

Top Sellers

1
State Street
State Street
Massachusetts
$191M
2
GC
Gillson Capital
Illinois
$0
3
BlackRock
BlackRock
New York
$437M
4
SSA
Schonfeld Strategic Advisors
New York
$14.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIG
226
Strategic Wealth Investment Group
Kentucky
$378K – – –
VI
227
Versor Investments
New York
$378K +$378K +5,000 New
Walleye Trading
228
Walleye Trading
New York
$376K +$376K +4,977 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$366K – – –
AIC
230
Aurora Investment Counsel
Georgia
$359K -$92.4K -1,224 -20%
MML Investors Services
231
MML Investors Services
Massachusetts
$358K -$48K -635 -12%
VI
232
Vestcor Inc
New Brunswick, Canada
$344K +$344K +4,561 New
DA
233
Duality Advisers
Florida
$342K +$342K +4,535 New
AA
234
ALPS Advisors
Colorado
$337K +$337K +4,460 New
IWA
235
Inspirion Wealth Advisors
Illinois
$334K – – –
MSRPS
236
Maryland State Retirement & Pension System
Maryland
$328K – – –
WI
237
Wintrust Investments
Illinois
$324K – – –
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$323K +$57.5K +761 +22%
WPWM
239
Western Pacific Wealth Management
Illinois
$318K – – –
Deutsche Bank
240
Deutsche Bank
Germany
$317K -$2.54M -33,633 -89%
DFCM
241
Dark Forest Capital Management
Puerto Rico
$315K +$315K +4,172 New
MYIA
242
Mount Yale Investment Advisors
Colorado
$313K +$40.8K +540 +15%
II
243
Inspire Investing
Idaho
$306K -$19.3K -255 -6%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$302K -$43.5K -575 -13%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$301K -$5.81K -77 -2%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$285K +$285K +3,779 New
PHS
247
Pekin Hardy Strauss
Illinois
$283K – – –
CCM
248
Coldstream Capital Management
Washington
$280K -$13.2K -175 -5%
CGH
249
Crossmark Global Holdings
Texas
$272K -$30.8K -408 -10%
RVPG
250
Relative Value Partners Group
$265K -$186K -2,457 -41%
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