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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
Telemus Capital
Michigan
$582K +$73.7K +795 +15%
EI
227
Ethic Inc
New York
$572K +$572K +6,162 New
GCP
228
GSA Capital Partners
United Kingdom
$569K +$569K +6,130 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$566K +$56.9K +614 +11%
VPIM
230
Vanguard Personalized Indexing Management
California
$544K +$285K +3,073 +110%
Corient Private Wealth
231
Corient Private Wealth
Florida
$541K +$541K +5,837 New
ADIM
232
Alpha DNA Investment Management
Maryland
$534K +$534K +5,760 New
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$533K +$243K +2,623 +84%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$532K +$22.2K +239 +4%
EC
235
Elequin Capital
New York
$523K +$523K +5,637 New
PAS
236
Park Avenue Securities
New York
$521K +$18.8K +203 +4%
MML Investors Services
237
MML Investors Services
Massachusetts
$503K +$63.1K +680 +14%
IB
238
Intrust Bank
Kansas
$501K +$25.7K +277 +5%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$487K +$1.39K +15 +0.3%
SAM
240
Securian Asset Management
Minnesota
$481K – – –
GCM
241
Gator Capital Management
Florida
$473K – – –
M1FG
242
Mach-1 Financial Group
Arkansas
$471K +$471K +5,077 New
IWM
243
IHT Wealth Management
Illinois
$466K -$1.67K -18 -0.4%
SWIG
244
Strategic Wealth Investment Group
Kentucky
$464K – – –
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$449K – – –
ESBC
246
E.S. Barr & Co
Kentucky
$445K -$27.8K -300 -6%
HW
247
Hancock Whitney
Mississippi
$437K +$437K +4,707 New
TRCT
248
Tower Research Capital (TRC)
New York
$432K -$561K -6,047 -57%
MYIA
249
Mount Yale Investment Advisors
Colorado
$426K +$42.2K +455 +11%
VI
250
Vestcor Inc
New Brunswick, Canada
$423K – – –
8 9
10
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