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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
4
Millennium Management
New York
$40.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
2
Jennison Associates
New York
$39.2M
3
Norges Bank
3
Norges Bank
Norway
$51.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
276
Shelton Capital Management
Colorado
$291K -$6.16K -59 -2%
PCMC
277
Paragon Capital Management (Colorado)
Colorado
$285K +$1.15K +11 +0.4%
CC
278
Chicago Capital
Illinois
$284K +$284K +2,724 New
GT
279
Greenleaf Trust
Michigan
$276K -$1.57K -15 -0.6%
RFC
280
Regions Financial Corp
Alabama
$275K +$1.98K +19 +0.7%
PWM
281
Paulson Wealth Management
Illinois
$253K – – –
ONB
282
Old National Bancorp
Indiana
$251K -$39.5K -378 -14%
ACM
283
Arcataur Capital Management
Wisconsin
$251K – – –
FWM
284
Fairhaven Wealth Management
Illinois
$248K – – –
WI
285
Wintrust Investments
Illinois
$239K – – –
AT
286
American Trust
Kentucky
$236K -$2.09K -20 -0.9%
MFG
287
Menard Financial Group
Texas
$230K +$230K +2,199 New
GWM
288
Gitterman Wealth Management
New Jersey
$230K +$230K +2,200 New
JSW
289
Journey Strategic Wealth
New Jersey
$229K – – –
PI
290
PEAK6 Investments
Illinois
$227K +$227K +2,174 New
CWM
291
Chicago Wealth Management
Illinois
$226K – – –
WIA
292
World Investment Advisors
California
$222K +$222K +2,123 New
RVPG
293
Relative Value Partners Group
$222K -$121K -1,250 -35%
PWP
294
Perfromance Wealth Partners
Illinois
$210K +$210K +9,000 New
HSBC Holdings
295
HSBC Holdings
United Kingdom
$209K +$209K +1,998 New
FZCM
296
Flynn Zito Capital Management
New York
$204K +$204K +1,951 New
SAM
297
Smartleaf Asset Management
Massachusetts
$174K +$174K +1,660 New
TPCW
298
TD Private Client Wealth
New York
$168K +$47.9K +459 +40%
TFGT
299
TS Financial Group (TSFG)
Illinois
$163K – – –
IA
300
IFP Advisors
Florida
$163K +$163K +1,558 New
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12
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