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Wintrust Financial
WTFC

Overview Fund Activity

322 hedge funds and large institutions have $4.25B invested in Wintrust Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 118 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+7
Holders Change %
+2.22%
% of All Funds
7.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
33
Increased
118
Reduced
126
Closed
23
Calls
$3.36M
Puts
$5.04M
Net Calls
-$1.68M
Net Calls Change
-$826K

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
$90.1M
2
Citadel Advisors
Citadel Advisors
Florida
$97.1M
3
CC
Carlson Capital
Texas
$35.6M
4
ACL
Azora Capital LP
Florida
$77.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
$91.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$132M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$156M
3
Goldman Sachs
Goldman Sachs
New York
$15.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.69M
5
Fisher Asset Management
Fisher Asset Management
Washington
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
301
Patten Group
Tennessee
$11K – – –
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.16K +14 +13%
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$9K +$6.19K +75 +221%
TPWA
304
TRUE Private Wealth Advisors
Oregon
$8.49K +$8.49K +100 New
BBHC
305
Brown Brothers Harriman & Co
New York
$8K – – –
NSIM
306
North Star Investment Management
Illinois
$8K – – –
S
307
SignatureFD
Georgia
$7K – – –
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7K +78 New
PHK
309
Point72 Hong Kong
Hong Kong
$5K -$4.58K -55 -48%
QCG
310
Quadrant Capital Group
Ohio
$5K – – –
PCG
311
Private Capital Group
Connecticut
$4K -$13.3K -169 -77%
OWA
312
One Wealth Advisors
California
$4K – – –
SWM
313
SeaCrest Wealth Management
New York
$3K – – –
VFA
314
Valeo Financial Advisors
Indiana
$3K +$3K +40 New
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$2K -$320 -4 -14%
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
TWA
317
TCI Wealth Advisors
Arizona
$1K -$2K -12 -67%
ZB
318
Zions Bancorporation
Utah
$1K – – –
CAW
319
Cornerstone Advisors (Washington)
Washington
$1K – – –
WWM
320
Wagner Wealth Management
South Carolina
$1K – – –
Jane Street
321
Jane Street
New York
– -$10.9M -124,910 Closed
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
– -$8.86M -101,815 Closed
MWNA
323
Marshall Wace North America
New York
– -$6.29M -72,303 Closed
SCA
324
Secor Capital Advisors
New York
– -$2.53M -29,065 Closed
PIA
325
Piedmont Investment Advisors
North Carolina
– -$2.27M -26,063 Closed
10 11 12
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