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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$565K -$2.06K -19 -0.4%
SG Americas Securities
227
SG Americas Securities
New York
$565K +$129K +1,191 +30%
SBWIC
228
Schaper Benz & Wise Investment Counsel
Wisconsin
$560K – – –
OIA
229
OneDigital Investment Advisors
Kansas
$556K +$16.5K +152 +3%
IB
230
Intrust Bank
Kansas
$556K -$17.5K -161 -3%
VI
231
Versor Investments
New York
$554K -$173K -1,595 -24%
SAM
232
Securian Asset Management
Minnesota
$553K +$23.8K +219 +4%
IWM
233
IHT Wealth Management
Illinois
$545K – – –
SW
234
Simplicity Wealth
New Jersey
$544K +$1.19K +11 +0.2%
BAM
235
Bayview Asset Management
Florida
$543K -$1.41M -13,000 -72%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$526K – – –
ESBC
237
E.S. Barr & Co
Kentucky
$521K – – –
EWA
238
EP Wealth Advisors
California
$520K +$117K +1,077 +29%
ADIM
239
Alpha DNA Investment Management
Maryland
$502K +$81K +746 +19%
LP
240
LMR Partners
United Kingdom
$499K +$499K +4,599 New
VI
241
Vestcor Inc
New Brunswick, Canada
$495K – – –
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$494K +$41.1K +379 +9%
TSS
243
Two Sigma Securities
New York
$491K +$491K +4,525 New
RJT
244
Raymond James Trust
Florida
$470K +$16.4K +151 +4%
AA
245
Advisory Alpha
Michigan
$468K +$468K +4,309 New
SPIA
246
Steward Partners Investment Advisory
New York
$460K -$46.2K -426 -9%
WPWM
247
Western Pacific Wealth Management
Illinois
$459K +$326 +3 +0.1%
HAG
248
HighPoint Advisor Group
Illinois
$451K +$14.1K +123 +3%
SIS
249
Strategic Investment Solutions
Illinois
$448K -$163K -1,500 -27%
Osaic Holdings
250
Osaic Holdings
Arizona
$439K +$201K +1,849 +84%
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