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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$145M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
North Reef Capital Management
California
$6.49M
2
Millennium Management
Millennium Management
New York
$17.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
SIS
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Profund Advisors
Maryland
$318K +$9.46K +102 +3%
URS
277
Utah Retirement Systems
Utah
$315K +$9.28K +100 +3%
ProShare Advisors
278
ProShare Advisors
Maryland
$299K -$7.88K -85 -3%
Capstone Investment Advisors
279
Capstone Investment Advisors
New York
$298K +$28.8K +311 +11%
QCG
280
Quadrant Capital Group
Ohio
$293K +$80K +863 +38%
CB
281
Commerce Bank
Missouri
$290K -$4.17K -45 -1%
MIA
282
MeadowBrook Investment Advisors
Michigan
$289K +$289K +3,120 New
TCA
283
Trifecta Capital Advisors
Illinois
$285K – – –
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$280K +$280K +3,023 New
Vontobel Holding
285
Vontobel Holding
Switzerland
$278K +$278K +2,996 New
WAM
286
Wolverine Asset Management
Illinois
$275K +$275K +2,966 New
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$271K -$34.7K -374 -11%
Bessemer Group
288
Bessemer Group
New Jersey
$270K – – –
VST
289
Van Strum & Towne
California
$266K – – –
SCM
290
Shelton Capital Management
Colorado
$264K -$23.7K -256 -8%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$263K +$263K +2,835 New
PP
292
PDT Partners
New York
$262K +$262K +2,823 New
XT
293
XTX Topco
Cayman Islands
$258K -$815K -8,784 -76%
ONB
294
Old National Bancorp
Indiana
$258K -$10.9K -117 -4%
PCMC
295
Paragon Capital Management (Colorado)
Colorado
$252K -$64.9K -700 -20%
RJT
296
Raymond James Trust
Florida
$252K -$19.5K -210 -7%
BFM
297
Boothbay Fund Management
New York
$249K +$249K +2,686 New
GT
298
Greenleaf Trust
Michigan
$247K +$247K +2,659 New
Cerity Partners
299
Cerity Partners
New York
$245K +$245K +2,638 New
RFC
300
Regions Financial Corp
Alabama
$242K +$242K +2,612 New
10 11
12
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