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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $4.5B invested in Wintrust Financial in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+43
Holders Change %
+12.18%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
67
Increased
154
Reduced
113
Closed
21
Calls
$1.71M
Puts
$778K
Net Calls
+$929K
Net Calls Change
-$2.75M

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
$54.4M
2
Morgan Stanley
Morgan Stanley
New York
$74.7M
3
NRCM
North Reef Capital Management
California
$60M
4
BlackRock
BlackRock
New York
$510M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$15.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.1M
2
Millennium Management
Millennium Management
New York
$43M
3
Citadel Advisors
Citadel Advisors
Florida
$83.7M
4
GC
Gillson Capital
Illinois
$0
5
State Street
State Street
Massachusetts
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$435K +$5.07K +60 +1%
SWIG
252
Strategic Wealth Investment Group
Kentucky
$414K +$248 +3 +0.1%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$409K – – –
EMFAT
254
Emerald Mutual Fund Advisers Trust
Pennsylvania
$398K +$398K +4,710 New
ACM
255
Aquatic Capital Management
Illinois
$389K +$389K +4,600 New
MYIA
256
Mount Yale Investment Advisors
Colorado
$386K +$21.2K +251 +6%
SIS
257
Strategic Investment Solutions
Illinois
$386K +$386K +4,129 New
BCI
258
Brinker Capital Investments
Pennsylvania
$381K -$4.65K -55 -1%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$379K +$21.4K +253 +6%
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$377K – – –
AT
261
American Trust
Kentucky
$371K -$56.4K -667 -13%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$368K +$368K +4,350 New
CGH
263
Crossmark Global Holdings
Texas
$363K -$44.9K -531 -11%
CFCI
264
Comprehensive Financial Consultants Institutional
Indiana
$359K +$124K +1,424 +53%
UCFA
265
United Capital Financial Advisors
Texas
$358K -$162K -1,912 -31%
PTC
266
Petrus Trust Company
Texas
$355K +$355K +4,206 New
Osaic Holdings
267
Osaic Holdings
Arizona
$351K +$11.5K +135 +3%
QCM
268
Quantinno Capital Management
New York
$342K -$162K -1,919 -32%
QT
269
Quantamental Technologies
New York
$342K +$342K +4,046 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$337K +$7.27K +86 +2%
CFC
271
Coyle Financial Counsel
Illinois
$331K – – –
CF
272
Centaurus Financial
California
$325K – – –
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$315K +$315K +3,728 New
WPWM
274
Western Pacific Wealth Management
Illinois
$314K – – –
Acadian Asset Management
275
Acadian Asset Management
Massachusetts
$311K +$275K +3,262 +753%
9 10
11
12 13