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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
276
Los Angeles Capital Management
California
$304K +$304K +2,803 New
GT
277
Greenleaf Trust
Michigan
$298K +$8.36K +77 +3%
CC
278
Chicago Capital
Illinois
$296K – – –
AT
279
American Trust
Kentucky
$294K -$3.91K -36 -1%
CB
280
Commerce Bank
Missouri
$289K -$51.1K -471 -15%
ONB
281
Old National Bancorp
Indiana
$286K +$2.17K +20 +0.8%
TC
282
TownSquare Capital
Utah
$286K +$286K +2,632 New
RFC
283
Regions Financial Corp
Alabama
$279K -$1.85K -17 -0.7%
PCM
284
Princeton Capital Management
New Jersey
$279K +$54.3K +500 +24%
P
285
&Partners
Tennessee
$277K +$277K +2,548 New
MFIM
286
Mesirow Financial Investment Management
Illinois
$273K +$273K +2,510 New
SCM
287
Shelton Capital Management
Colorado
$271K -$11.5K -106 -4%
JSW
288
Journey Strategic Wealth
New Jersey
$269K +$9.66K +89 +4%
WIA
289
World Investment Advisors
California
$269K +$38.6K +356 +17%
SFM
290
Systematic Financial Management
New Jersey
$266K +$266K +2,450 New
PWM
291
Paulson Wealth Management
Illinois
$263K – – –
BCM
292
Bayesian Capital Management
New York
$261K +$261K +2,408 New
FWM
293
Fairhaven Wealth Management
Illinois
$258K – – –
Bessemer Group
294
Bessemer Group
New Jersey
$255K +$5.32K +49 +2%
Kovitz Investment Group Partners
295
Kovitz Investment Group Partners
Illinois
$254K +$254K +2,551 New
WMA
296
West Michigan Advisors
Michigan
$247K +$247K +2,272 New
GWM
297
Gitterman Wealth Management
New Jersey
$245K +$3.58K +33 +1%
LI
298
LRI Investments
Florida
$242K -$11.1K -85 -4%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$242K -$115K -1,054 -32%
SAM
300
S.A. Mason
Michigan
$239K +$239K +2,205 New
10 11
12
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