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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
251
Y-Intercept (HK)
Hong Kong
$421K +$421K +4,542 New
IWA
252
Inspirion Wealth Advisors
Illinois
$409K – – –
Deutsche Bank
253
Deutsche Bank
Germany
$409K +$19.8K +214 +5%
CCM
254
Coldstream Capital Management
Washington
$406K +$62.1K +670 +18%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$403K – – –
WPWM
256
Western Pacific Wealth Management
Illinois
$391K +$278 +3 +0.1%
MM
257
MQS Management
New York
$389K +$389K +4,194 New
MLFP
258
MPS Loria Financial Planners
Illinois
$388K -$201K -2,162 -34%
AA
259
ALPS Advisors
Colorado
$388K -$26.1K -281 -6%
HAG
260
HighPoint Advisor Group
Illinois
$385K +$385K +3,834 New
II
261
Inspire Investing
Idaho
$383K +$6.68K +72 +2%
SIS
262
Strategic Investment Solutions
Illinois
$383K -$23.7M -255,998 -98%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$379K +$9.08K +98 +2%
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$372K +$21.5K +232 +6%
SAM
265
Shell Asset Management
Netherlands
$371K -$111K -1,198 -23%
JCIA
266
Jackson Creek Investment Advisors
Colorado
$367K +$367K +3,961 New
FRM
267
Fox Run Management
Connecticut
$362K +$362K +3,901 New
SRL
268
Scientech Research LLC
New Jersey
$358K +$358K +3,867 New
PHS
269
Pekin Hardy Strauss
Illinois
$348K – – –
ET
270
Entropy Technologies
New York
$347K +$347K +3,739 New
I
271
InceptionR
California
$345K +$345K +3,723 New
CGH
272
Crossmark Global Holdings
Texas
$337K +$3.06K +33 +0.9%
PRC
273
Pearl River Capital
Michigan
$328K -$180K -1,941 -35%
RVPG
274
Relative Value Partners Group
$328K +$1.86K +20 +0.6%
S
275
SignatureFD
Georgia
$323K +$41.8K +451 +15%
9 10
11
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