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Wintrust Financial
WTFC

Overview Fund Activity

331 hedge funds and large institutions have $4.68B invested in Wintrust Financial in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 25 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
54
Increased
88
Reduced
132
Closed
25
Calls
$1.33M
Puts
$345K
Net Calls
+$981K
Net Calls Change
-$1.82M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$183M
2
Holocene Advisors
2
Holocene Advisors
New York
$38M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$45.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$40.5M
5
EVM
5
Eaton Vance Management
Massachusetts
$18.9M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$10.4M
2
CS
2
Credit Suisse
Switzerland
$5.37M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$142M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$362M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
301
Gemmer Asset Management
California
$12K 133 – –
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$12K 131 – –
BIA
303
Bell Investment Advisors
California
$10K 108 – –
NFG
304
Next Financial Group
Texas
$8K 86 +62 +258%
QC
305
Quent Capital
New York
$8K 83 +83 New
ST
306
Sageworth Trust
Pennsylvania
$6K 69 -231 -77%
CFGS
307
Concourse Financial Group Securities
Alabama
$6K 62 +6 +11%
Manulife (Manufacturers Life Insurance)
308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.85K 64,419 -1,307 -2%
SIS
309
Sound Income Strategies
Florida
$5K 54 – –
RFA
310
Reilly Financial Advisors
California
$4K 40 – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$4K 40 +40 New
CTC
312
Central Trust Company
Missouri
$3K 30 – –
VCM
313
Versant Capital Management
Arizona
$3K 32 – –
WT
314
Washington Trust
Rhode Island
$2K 20 -2 -9%
FPS
315
Fieldpoint Private Securities
Connecticut
$2K 25 – –
IA
316
IFP Advisors
Florida
$2K 27 – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$2K 20 +20 New
EI
318
Ellevest Inc
New York
$2K 20 +20 New
APA
319
American Portfolios Advisors
New York
$1.54K 17 -60 -78%
HI
320
Harbour Investments
Wisconsin
$1K 10 -1,144 -99%
FMP
321
Financial Management Professionals
Texas
$1K 9 – –
CWP
322
Concord Wealth Partners
Virginia
$1K 7 +7 New
BWA
323
BDO Wealth Advisors
Florida
$1K 9 +9 New
SC
324
Schubert & Co
Texas
$1K 10 +10 New
VRS
325
Virginia Retirement Systems
Virginia
$963 10,600 +10,600 New
11 12
13
14 15