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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
251
MPS Loria Financial Planners
Illinois
$437K +$1.63K +15 +0.4%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$419K +$11.3K +104 +3%
HNB
253
Huntington National Bank
Ohio
$417K +$363K +3,348 +675%
OC
254
Oppenheimer & Co
New York
$417K -$43.8K -404 -10%
AAS
255
Avantax Advisory Services
Texas
$416K +$29K +267 +7%
SCA
256
Snowden Capital Advisors
New York
$414K -$8.47K -78 -2%
II
257
Inspire Investing
Idaho
$413K +$25.5K +235 +7%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$402K -$69.9K -644 -15%
NA
259
Navellier & Associates
Nevada
$397K -$227K -2,091 -36%
SAM
260
Shell Asset Management
Netherlands
$394K +$394K +3,630 New
S
261
SignatureFD
Georgia
$392K -$36K -332 -8%
XT
262
XTX Topco
Cayman Islands
$387K +$94.7K +873 +32%
PA
263
Profund Advisors
Maryland
$384K +$72K +663 +23%
QCG
264
Quadrant Capital Group
Ohio
$376K +$7.6K +70 +2%
URS
265
Utah Retirement Systems
Utah
$374K +$27.1K +250 +8%
RAM
266
Readystate Asset Management
Illinois
$373K +$373K +3,438 New
IWA
267
Inspirion Wealth Advisors
Illinois
$372K – – –
IWC
268
Integrated Wealth Concepts
Massachusetts
$370K -$2.39K -22 -0.6%
MFG
269
Menard Financial Group
Texas
$357K +$44.1K +406 +14%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$345K -$24K -214 -7%
RIL
271
Rothschild Investment LLC
Illinois
$335K – – –
NA
272
NewEdge Advisors
Louisiana
$334K +$325K +2,990 +3,437%
EGM
273
Engineers Gate Manager
New York
$314K +$314K +2,894 New
VST
274
Van Strum & Towne
California
$311K – – –
PP
275
PDT Partners
New York
$311K +$4.67K +43 +2%
9 10
11
12 13