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Wintrust Financial
WTFC

Overview Fund Activity

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.3M
2
CCM
2
Channing Capital Management
Illinois
$49.5M
3
Capital International Investors
3
Capital International Investors
California
$48.7M
4
Millennium Management
4
Millennium Management
New York
$72M
5
GKIM
5
GW&K Investment Management
Massachusetts
$30.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.9M
2
Invesco
2
Invesco
Georgia
$12M
3
Victory Capital Management
3
Victory Capital Management
Texas
$131M
4
ZIM
4
Zacks Investment Management
Illinois
$6.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
276
PL Capital Advisors
Florida
$255K 3,500 +3,500 New
CAM
277
Cresset Asset Management
Illinois
$253K 3,463 +3,463 New
AT
278
American Trust
Kentucky
$251K 3,436 -949 -22%
XT
279
XTX Topco
Cayman Islands
$245K 3,362 +3,362 New
MML Investors Services
280
MML Investors Services
Massachusetts
$244K 3,340 +389 +13%
LTI
281
Laffer Tengler Investments
Tennessee
$239K 3,279 -59 -2%
Mitsubishi UFJ Trust & Banking
282
Mitsubishi UFJ Trust & Banking
Japan
$236K 3,239 +123 +4%
RJT
283
Raymond James Trust
Florida
$235K 3,222 +761 +31%
JPMPWA
284
J.P. Morgan Private Wealth Advisors
California
$235K 3,218 +3,218 New
TC
285
Telemus Capital
Michigan
$235K 3,216 +783 +32%
URS
286
Utah Retirement Systems
Utah
$233K 3,200 – –
Bessemer Group
287
Bessemer Group
New Jersey
$233K 3,201 +1,846 +136%
WT
288
Whittier Trust
California
$231K 3,165 – –
RIL
289
Rothschild Investment LLC
Illinois
$225K 3,083 – –
TCA
290
Trifecta Capital Advisors
Illinois
$224K 3,071 +3,071 New
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$221K 3,027 +3,027 New
SCM
292
Shelton Capital Management
Colorado
$221K 3,023 – –
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$217K 2,978 +2,978 New
NC
294
NinePointTwo Capital
California
$212K 2,909 – –
RVPG
295
Relative Value Partners Group
$210K 2,878 – –
VST
296
Van Strum & Towne
California
$209K 2,870 – –
SP
297
Symmetry Partners
Connecticut
$203K 2,786 – –
GI
298
Gradient Investments
Minnesota
$174K 2,382 – –
S
299
SignatureFD
Georgia
$149K 2,038 +71 +4%
PMFA
300
Plante Moran Financial Advisors
Michigan
$129K 1,764 +1,386 +367%
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12
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