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Wintrust Financial
WTFC

Overview Fund Activity

297 hedge funds and large institutions have $3.23B invested in Wintrust Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-26
Holders Change %
-8.05%
% of All Funds
6.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
89
Reduced
133
Closed
56
Calls
$1.35M
Puts
$6.38M
Net Calls
-$5.03M
Net Calls Change
-$132K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$66.2M
3
AL
3
AJO LP
Pennsylvania
$65.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$41.8M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$149M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$9.15M
2
Millennium Management
2
Millennium Management
New York
$46.7M
3
ACL
3
Azora Capital LP
Florida
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Jennison Associates
5
Jennison Associates
New York
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
276
Pearl River Capital
Michigan
$8K +$8K +128 New
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CTC
279
Central Trust Company
Missouri
$6K -$2.45K -40 -29%
BBHC
280
Brown Brothers Harriman & Co
New York
$6K – – –
Twin Tree Management
281
Twin Tree Management
Texas
$6K +$6K +93 New
NSIM
282
North Star Investment Management
Illinois
$6K +$6K +100 New
S
283
SignatureFD
Georgia
$4K +$333 +5 +9%
APA
284
American Portfolios Advisors
New York
$3.88K +$129 +2 +3%
HGWM
285
Harvest Group Wealth Management
Massachusetts
$3K +$3K +39 New
WT
286
Whittier Trust
California
$3K +$3K +41 New
IA
287
IFP Advisors
Florida
$3K +$3K +47 New
GWAG
288
Garrett Wealth Advisory Group
Texas
$2.07K +$2.07K +32 New
BHWM
289
Bay Harbor Wealth Management
Maryland
$2K – – –
RIA
290
Realta Investment Advisors
Delaware
$2K +$182 +3 +10%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$1.03K – – –
TFO
292
Tarbox Family Office
California
$1K – – –
ZB
293
Zions Bancorporation
Utah
$1K – – –
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
ACL
295
Azora Capital LP
Florida
– -$30.6M -418,546 Closed
CCMG
296
Clark Capital Management Group
Pennsylvania
– -$19.8M -270,340 Closed
Allianz Asset Management
297
Allianz Asset Management
Germany
– -$12.6M -172,394 Closed
IP
298
Interval Partners
New York
– -$12.3M -167,896 Closed
GC
299
Gillson Capital
Illinois
– -$9.67M -132,124 Closed
JAM
300
Jacobs Asset Management
New York
– -$6.49M -88,658 Closed
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