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Wintrust Financial
WTFC

Overview Fund Activity

349 hedge funds and large institutions have $4.49B invested in Wintrust Financial in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
42
Increased
140
Reduced
113
Closed
35
Calls
$2.9M
Puts
$3.21M
Net Calls
-$306K
Net Calls Change
-$2.29M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
SSA
Schonfeld Strategic Advisors
New York
$42.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$466M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$278M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$98.3M
2
State Street
State Street
Massachusetts
$197M
3
Jennison Associates
Jennison Associates
New York
$30.6M
4
LP
LMR Partners
United Kingdom
$8.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
301
Lindbrook Capital
California
$31K – – –
PMFA
302
Plante Moran Financial Advisors
Michigan
$30K +$160 +2 +0.5%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$29K +$869 +11 +3%
Nomura Asset Management
304
Nomura Asset Management
Japan
$28.9K – – –
PA
305
Parallel Advisors
California
$27K -$3.66K -45 -12%
UB
306
UMB Bank
Missouri
$27K – – –
FHA
307
First Horizon Advisors
Tennessee
$27K +$4.59K +60 +20%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$27K +$9.67K +121 +56%
IA
309
IFP Advisors
Florida
$26K – – –
EI
310
Ellevest Inc
New York
$22K +$22K +271 New
PTC
311
Private Trust Company
Ohio
$22K +$22K +276 New
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$20K -$15.6K -197 -44%
RTC
313
Riverview Trust Company
Washington
$20K +$20K +248 New
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$16.9K +$2.73K +33,137 +19%
BBHC
315
Brown Brothers Harriman & Co
New York
$16K – – –
CWM
316
Curi Wealth Management
North Carolina
$16K – – –
AF
317
Allworth Financial
California
$15K -$401 -5 -3%
MAM
318
Meeder Asset Management
Ohio
$14K +$2.47K +30 +21%
C
319
Covestor
United Kingdom
$13K -$167 -2 -1%
HCP
320
Hexagon Capital Partners
Arkansas
$12K – – –
CFGS
321
Concourse Financial Group Securities
Alabama
$11K -$5.62K -71 -34%
KFI
322
Key Financial Inc
Pennsylvania
$11K – – –
QC
323
Quent Capital
New York
$11K – – –
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
BIA
325
Bell Investment Advisors
California
$9K +$9K +108 New
11 12
13
14 15