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Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-34
Holders Change %
-8.85%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
30
Increased
152
Reduced
112
Closed
64
Calls
$8.28M
Puts
$3.64M
Net Calls
+$4.64M
Net Calls Change
+$3.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
2
GIP
Granite Investment Partners
California
$24.7M
3
NRCM
North Reef Capital Management
California
$58.6M
4
Invesco
Invesco
Georgia
$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.4M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$23.4M
5
MAM
Martingale Asset Management
Massachusetts
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
251
Strategic Investment Solutions
Illinois
$270K – – –
MYIA
252
Mount Yale Investment Advisors
Colorado
$262K -$22.6K -311 -8%
ProShare Advisors
253
ProShare Advisors
Maryland
$260K -$2.91K -40 -1%
PCMC
254
Paragon Capital Management (Colorado)
Colorado
$259K +$259K +3,562 New
Mitsubishi UFJ Trust & Banking
255
Mitsubishi UFJ Trust & Banking
Japan
$256K +$20.6K +284 +9%
PCA
256
PL Capital Advisors
Florida
$254K – – –
LTI
257
Laffer Tengler Investments
Tennessee
$239K +$581 +8 +0.2%
URS
258
Utah Retirement Systems
Utah
$232K – – –
RJT
259
Raymond James Trust
Florida
$231K -$2.76K -38 -1%
Bessemer Group
260
Bessemer Group
New Jersey
$225K -$7.86K -108 -3%
RIL
261
Rothschild Investment LLC
Illinois
$224K – – –
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$223K -$58.4K -804 -21%
TCA
263
Trifecta Capital Advisors
Illinois
$223K – – –
HT
264
Headlands Technologies
Illinois
$223K +$223K +3,068 New
AT
265
American Trust
Kentucky
$223K -$26.9K -371 -11%
ONB
266
Old National Bancorp
Indiana
$222K +$222K +3,057 New
VT
267
Vise Technologies
New York
$220K +$220K +3,034 New
SCM
268
Shelton Capital Management
Colorado
$220K – – –
BNP Paribas Financial Markets
269
BNP Paribas Financial Markets
France
$219K -$647K -8,914 -75%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$218K -$1.89K -26 -0.9%
ASN
271
Advisory Services Network
Georgia
$218K +$168K +2,307 +332%
ACM
272
Arcataur Capital Management
Wisconsin
$218K +$218K +3,000 New
PMFA
273
Plante Moran Financial Advisors
Michigan
$215K +$86.8K +1,195 +68%
S
274
SignatureFD
Georgia
$209K +$60.8K +837 +41%
VST
275
Van Strum & Towne
California
$208K – – –
9 10
11
12 13