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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M
4
CCM
Channing Capital Management
Illinois
$80.5M
5
FMI
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
FCM
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
Principal Financial Group
Iowa
$116M
5
Millennium Management
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
251
HighPoint Advisor Group
Illinois
$419K -$3.95K -36 -0.9%
OC
252
Oppenheimer & Co
New York
$419K -$62K -629 -13%
WPWM
253
Western Pacific Wealth Management
Illinois
$416K +$296 +3 +0.1%
RJT
254
Raymond James Trust
Florida
$412K -$9.27K -94 -2%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$411K -$91.5K -928 -18%
SG Americas Securities
256
SG Americas Securities
New York
$396K -$274K -2,778 -41%
MLFP
257
MPS Loria Financial Planners
Illinois
$395K +$1.48K +15 +0.4%
S
258
SignatureFD
Georgia
$388K +$29.7K +301 +8%
SCA
259
Snowden Capital Advisors
New York
$384K -$6.31K -64 -2%
ADIM
260
Alpha DNA Investment Management
Maryland
$383K +$83.3K +845 +28%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$370K +$75.2K +763 +26%
EWA
262
EP Wealth Advisors
California
$367K +$367K +3,719 New
AA
263
ALPS Advisors
Colorado
$354K -$1.77K -18 -0.5%
II
264
Inspire Investing
Idaho
$352K +$14.9K +151 +4%
AAS
265
Avantax Advisory Services
Texas
$352K +$352K +3,570 New
IWC
266
Integrated Wealth Concepts
Massachusetts
$338K – – –
IWA
267
Inspirion Wealth Advisors
Illinois
$338K -$98.6K -1,000 -23%
QCG
268
Quadrant Capital Group
Ohio
$335K -$4.14K -42 -1%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$324K +$6.31K +64 +2%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$323K +$32K +325 +11%
CGH
271
Crossmark Global Holdings
Texas
$318K -$57.8K -585 -15%
URS
272
Utah Retirement Systems
Utah
$315K -$19.7K -200 -6%
CB
273
Commerce Bank
Missouri
$309K +$788 +8 +0.3%
RIL
274
Rothschild Investment LLC
Illinois
$304K – – –
MM
275
MQS Management
New York
$303K -$20.9K -212 -6%
9 10
11
12 13