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Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-34
Holders Change %
-8.85%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
30
Increased
152
Reduced
112
Closed
64
Calls
$8.28M
Puts
$3.64M
Net Calls
+$4.64M
Net Calls Change
+$3.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
2
GIP
Granite Investment Partners
California
$24.7M
3
NRCM
North Reef Capital Management
California
$58.6M
4
Invesco
Invesco
Georgia
$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.4M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$23.4M
5
MAM
Martingale Asset Management
Massachusetts
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
276
Gradient Investments
Minnesota
$173K – – –
QCG
277
Quadrant Capital Group
Ohio
$163K +$74.1K +1,020 +84%
SOW
278
State of Wyoming
Wyoming
$120K +$38.3K +527 +47%
HCA
279
Harbor Capital Advisors
Illinois
$115K +$115K +1,589 New
SPIA
280
Steward Partners Investment Advisory
New York
$113K +$291 +4 +0.3%
TFGT
281
TS Financial Group (TSFG)
Illinois
$113K – – –
SCA
282
Stonebridge Capital Advisors
Minnesota
$109K – – –
HFM
283
Harvest Fund Management
China
$79K – – –
TCOV
284
Trust Company of Vermont
Vermont
$72.6K – – –
PI
285
PineBridge Investments
New York
$64.7K +$24.8K +341 +62%
TPCW
286
TD Private Client Wealth
New York
$62.9K +$4.43K +61 +8%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$61.4K +$5.59K +77 +10%
C
288
Covestor
United Kingdom
$61K +$27.4K +380 +82%
Group One Trading
289
Group One Trading
Illinois
$59.4K +$59.4K +818 New
WTC
290
WhitTier Trust Company
Nevada
$49.2K -$11.3K -156 -19%
SC
291
Steph & Co
Wisconsin
$46.8K – – –
PA
292
Parallel Advisors
California
$44.1K +$1.96K +27 +5%
HNB
293
Huntington National Bank
Ohio
$40.3K -$10.9K -150 -21%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$37K -$1.25K -17 -3%
WT
295
Whittier Trust
California
$35.8K -$194K -2,672 -84%
LC
296
Lindbrook Capital
California
$33.3K +$2.83K +39 +9%
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
$31K – – –
OSNBOA
298
Old Second National Bank of Aurora
Illinois
$29K – – –
CI Investments Inc
299
CI Investments Inc
Ontario, Canada
$29K +$4.87K +66 +20%
PTC
300
Private Trust Company
Ohio
$28K -$1.38K -19 -5%
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