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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
2
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$297M
4
CCM
4
Channing Capital Management
Illinois
$80.5M
5
FMI
5
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
FCM
2
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$116M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
276
ProShare Advisors
Maryland
$287K -$7.29K -74 -2%
MFG
277
Menard Financial Group
Texas
$285K +$67.9K +689 +31%
MIA
278
MeadowBrook Investment Advisors
Michigan
$284K – – –
PA
279
Profund Advisors
Maryland
$283K -$40.6K -412 -13%
VST
280
Van Strum & Towne
California
$283K – – –
PP
281
PDT Partners
New York
$279K +$394 +4 +0.1%
AT
282
American Trust
Kentucky
$270K +$47.5K +482 +21%
CC
283
Chicago Capital
Illinois
$268K – – –
XT
284
XTX Topco
Cayman Islands
$265K +$265K +2,691 New
GT
285
Greenleaf Trust
Michigan
$263K +$2.86K +29 +1%
ONB
286
Old National Bancorp
Indiana
$258K +$21.2K +215 +9%
SCM
287
Shelton Capital Management
Colorado
$256K -$18.2K -185 -7%
RFC
288
Regions Financial Corp
Alabama
$255K -$3.94K -40 -2%
PWM
289
Paulson Wealth Management
Illinois
$239K – – –
FRM
290
Fox Run Management
Connecticut
$236K +$236K +2,399 New
JSW
291
Journey Strategic Wealth
New Jersey
$236K +$19K +193 +9%
FWM
292
Fairhaven Wealth Management
Illinois
$235K – – –
Bessemer Group
293
Bessemer Group
New Jersey
$227K -$60.4K -613 -21%
WI
294
Wintrust Investments
Illinois
$226K – – –
AI
295
Atom Investors
Texas
$222K +$222K +2,248 New
GWM
296
Gitterman Wealth Management
New Jersey
$219K +$2.66K +27 +1%
Osaic Holdings
297
Osaic Holdings
Arizona
$216K +$68.5K +695 +46%
CWM
298
Chicago Wealth Management
Illinois
$213K – – –
BNP Paribas Financial Markets
299
BNP Paribas Financial Markets
France
$211K -$259K -2,626 -55%
WIA
300
World Investment Advisors
California
$209K – – –
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