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Wintrust Financial
WTFC

Overview Fund Activity

278 hedge funds and large institutions have $3.67B invested in Wintrust Financial in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-19
Holders Change %
-6.4%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
104
Reduced
98
Closed
45
Calls
$1.82M
Puts
$1.12M
Net Calls
+$696K
Net Calls Change
+$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$44.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$301M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$98.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
$63.1M
5
Truist Financial
Truist Financial
North Carolina
$22.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
$18.3M
2
Citadel Advisors
Citadel Advisors
Florida
$63.2M
3
State Street
State Street
Massachusetts
$138M
4
DIA
Dana Investment Advisors
Wisconsin
$2.43M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
251
Plante Moran Financial Advisors
Michigan
$26K – – –
GRP
252
Global Retirement Partners
California
$20K +$4.72K +68 +31%
MAM
253
Meeder Asset Management
Ohio
$19K -$6.72K -93 -26%
OPS
254
Orion Portfolio Solutions
Nebraska
$19K +$19K +263 New
HNB
255
Huntington National Bank
Ohio
$16K – – –
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$16K +$929 +13 +6%
CIA
257
CSat Investment Advisory
Michigan
$12K +$1.47K +20 +14%
VCM
258
Versant Capital Management
Arizona
$11K – – –
ASN
259
Advisory Services Network
Georgia
$10K -$16.9K -235 -63%
GAM
260
Gemmer Asset Management
California
$9K – – –
SPIA
261
Steward Partners Investment Advisory
New York
$8K -$1.6K -25 -17%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
BBHC
263
Brown Brothers Harriman & Co
New York
$7K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
NSIM
265
North Star Investment Management
Illinois
$7K – – –
CTC
266
Central Trust Company
Missouri
$6K -$918 -13 -13%
CFGS
267
Concourse Financial Group Securities
Alabama
$3K -$15.6K -224 -84%
S
268
SignatureFD
Georgia
$3K -$1.29K -18 -30%
IA
269
IFP Advisors
Florida
$3K – – –
WT
270
Whittier Trust
California
$3K – – –
LC
271
Lindbrook Capital
California
$3K +$3K +37 New
TFO
272
Tarbox Family Office
California
$2K – – –
HGWM
273
Harvest Group Wealth Management
Massachusetts
$2K – – –
QCG
274
Quadrant Capital Group
Ohio
$2K +$2K +38 New
ZB
275
Zions Bancorporation
Utah
$1K – – –
9 10
11
12 13