WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.3M
2
CCM
2
Channing Capital Management
Illinois
$49.5M
3
Capital International Investors
3
Capital International Investors
California
$48.7M
4
Millennium Management
4
Millennium Management
New York
$72M
5
GKIM
5
GW&K Investment Management
Massachusetts
$30.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.9M
2
Invesco
2
Invesco
Georgia
$12M
3
Victory Capital Management
3
Victory Capital Management
Texas
$131M
4
ZIM
4
Zacks Investment Management
Illinois
$6.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
251
Crossmark Global Holdings
Texas
$342K 4,691 +400 +9%
JF
252
Jump Financial
Illinois
$339K 4,641 +4,641 New
HF
253
HRT Financial
New York
$330K 4,537 -4,987 -52%
Robeco Institutional Asset Management
254
Robeco Institutional Asset Management
Netherlands
$325K 4,456 – –
BCM
255
BHZ Capital Management
California
$325K 4,454 +4,454 New
TCM
256
Teza Capital Management
Illinois
$325K 4,451 +4,451 New
QCM
257
Quantinno Capital Management
New York
$324K 4,440 +392 +10%
UCFA
258
United Capital Financial Advisors
Texas
$319K 4,374 +133 +3%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$317K 4,350 – –
SC
260
Skylands Capital
Wisconsin
$317K 4,350 +4,350 New
PFO
261
Pathstone Family Office
New Jersey
$314K 4,219 -6,791 -62%
SIS
262
Strategic Investment Solutions
Illinois
$301K 4,129 – –
CFC
263
Coyle Financial Counsel
Illinois
$286K 3,919 – –
MYIA
264
Mount Yale Investment Advisors
Colorado
$285K 3,913 -659 -14%
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$284K 3,893 -596 -13%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$283K 3,878 -104 -3%
CF
267
Centaurus Financial
California
$280K 3,840 – –
FIM
268
Freedom Investment Management
Connecticut
$276K 3,778 +367 +11%
II
269
Inspire Investing
Idaho
$272K 3,734 +956 +34%
WPWM
270
Western Pacific Wealth Management
Illinois
$271K 3,712 – –
IWA
271
Inspirion Wealth Advisors
Illinois
$267K 3,656 – –
ProShare Advisors
272
ProShare Advisors
Maryland
$264K 3,615 -4,772 -57%
CCM
273
Coldstream Capital Management
Washington
$264K 3,613 +465 +15%
Creative Planning
274
Creative Planning
Kansas
$260K 3,560 +3,560 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$258K 3,535 +520 +17%
9 10
11
12 13