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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $4.5B invested in Wintrust Financial in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+43
Holders Change %
+12.18%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
67
Increased
154
Reduced
113
Closed
21
Calls
$1.71M
Puts
$778K
Net Calls
+$929K
Net Calls Change
-$2.75M

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
$54.4M
2
Morgan Stanley
Morgan Stanley
New York
$74.7M
3
NRCM
North Reef Capital Management
California
$60M
4
BlackRock
BlackRock
New York
$510M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$15.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.1M
2
Millennium Management
Millennium Management
New York
$43M
3
Citadel Advisors
Citadel Advisors
Florida
$83.7M
4
GC
Gillson Capital
Illinois
$0
5
State Street
State Street
Massachusetts
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
PFG Advisors
Arizona
$220K – – –
Baird Financial Group
302
Baird Financial Group
Wisconsin
$214K +$1.86K +22 +0.9%
Dimensional Fund Advisors
303
Dimensional Fund Advisors
Texas
$210K +$7.17K +84,775 +4%
RJT
304
Raymond James Trust
Florida
$208K -$845 -10 -0.4%
TC
305
Telemus Capital
Michigan
$208K +$208K +2,433 New
GT
306
Greenleaf Trust
Michigan
$207K -$13.5K -160 -6%
OAM
307
Oppenheimer Asset Management
New York
$203K -$27.4K -324 -12%
GI
308
Gradient Investments
Minnesota
$201K – – –
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$172K +$10.6K +126 +7%
S
310
SignatureFD
Georgia
$166K -$4.23K -50 -2%
RWMH
311
Riverpoint Wealth Management Holdings
Illinois
$142K +$142K +1,675 New
CMF
312
Counterpoint Mutual Funds
California
$138K +$138K +1,632 New
NA
313
NewEdge Advisors
Louisiana
$136K +$136K +1,607 New
AWM
314
Accurate Wealth Management
Florida
$134K +$134K +1,562 New
TFGT
315
TS Financial Group (TSFG)
Illinois
$132K – – –
SCA
316
Stonebridge Capital Advisors
Minnesota
$127K -$1.01K -12 -0.8%
Bessemer Group
317
Bessemer Group
New Jersey
$114K +$114K +1,355 New
SOW
318
State of Wyoming
Wyoming
$101K +$101K +1,197 New
QCG
319
Quadrant Capital Group
Ohio
$98.6K +$13.4K +159 +16%
HFM
320
Harvest Fund Management
China
$91K – – –
BFEC
321
Benjamin F. Edwards & Company
Missouri
$90K – – –
TCOV
322
Trust Company of Vermont
Vermont
$84.5K – – –
CA
323
CoreCap Advisors
Michigan
$81K +$81K +958 New
Simplex Trading
324
Simplex Trading
Illinois
$75K +$11.4K +137 +18%
RBC
325
Romano Brothers & Co
Illinois
$71.2K +$71.2K +842 New
11 12
13
14 15