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Wintrust Financial
WTFC

Overview Fund Activity

308 hedge funds and large institutions have $4.22B invested in Wintrust Financial in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 112 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+26
Holders Change %
+9.22%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
112
Reduced
110
Closed
25
Calls
$2.43M
Puts
$1.71M
Net Calls
+$714K
Net Calls Change
-$18K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$21.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$154M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$81.6M
4
O
4
OppenheimerFunds
New York
$27.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$26.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$97.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$269M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
276
MGO One Seven
Ohio
$35K +$35K +424 New
PMFA
277
Plante Moran Financial Advisors
Michigan
$31K – – –
VCM
278
Versant Capital Management
Arizona
$30K -$162 -2 -0.5%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$29K +$2.15K +26 +8%
SPIA
280
Steward Partners Investment Advisory
New York
$20K -$52.2K -647 -72%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$19K -$63.3K -769 -77%
CHP
282
Cable Hill Partners
Oregon
$19K – – –
IA
283
IFP Advisors
Florida
$18K -$332 -4 -2%
TRCT
284
Tower Research Capital (TRC)
New York
$16K -$425K -5,228 -96%
FPFS
285
First Personal Financial Services
North Carolina
$15K -$1.64K -20 -10%
GAM
286
Gemmer Asset Management
California
$14K – – –
ASN
287
Advisory Services Network
Georgia
$12K +$6.24K +77 +108%
TC
288
Telemus Capital
Michigan
$12K +$12K +150 New
AssetMark Inc
289
AssetMark Inc
California
$9K +$9K +109 New
BBHC
290
Brown Brothers Harriman & Co
New York
$8K – – –
NSIM
291
North Star Investment Management
Illinois
$8K – – –
WCBA
292
Weaver C. Barksdale & Associates
Tennessee
$6K -$1.07K -13 -15%
OWA
293
One Wealth Advisors
California
$6K +$6K +73 New
GWM
294
Geneos Wealth Management
Colorado
$5K – – –
SPI
295
Santori & Peters Inc
Pennsylvania
$5K +$5K +70 New
YWP
296
YorkBridge Wealth Partners
New York
$4K +$364 +4 +10%
PGA
297
Premia Global Advisors
Florida
$4K +$4K +52 New
QCG
298
Quadrant Capital Group
Ohio
$3K – – –
SWM
299
SeaCrest Wealth Management
New York
$3K +$3K +37 New
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$3K +$3K +39 New
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