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Wintrust Financial
WTFC

Overview Fund Activity

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.3M
2
CCM
2
Channing Capital Management
Illinois
$49.5M
3
Capital International Investors
3
Capital International Investors
California
$48.7M
4
Millennium Management
4
Millennium Management
New York
$72M
5
GKIM
5
GW&K Investment Management
Massachusetts
$30.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.9M
2
Invesco
2
Invesco
Georgia
$12M
3
Victory Capital Management
3
Victory Capital Management
Texas
$131M
4
ZIM
4
Zacks Investment Management
Illinois
$6.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
301
PEAK6 Investments
Illinois
$125K 1,718 +1,562 +1,001%
TFGT
302
TS Financial Group (TSFG)
Illinois
$114K 1,560 – –
KI
303
Kapitalo Investimentos
Brazil
$114K 1,561 +1,561 New
SPIA
304
Steward Partners Investment Advisory
New York
$113K 1,555 -143,768 -99%
SCA
305
Stonebridge Capital Advisors
Minnesota
$109K 1,500 – –
QCG
306
Quadrant Capital Group
Ohio
$89.1K 1,221 +54 +5%
IUHSA
307
Itau Unibanco Holding S.A.
Brazil
$82.5K 1,131 +1,131 New
SOW
308
State of Wyoming
Wyoming
$82.1K 1,126 -71 -6%
HFM
309
Harvest Fund Management
China
$79K 1,081 – –
BFEC
310
Benjamin F. Edwards & Company
Missouri
$73K 1,000 -60 -6%
TCOV
311
Trust Company of Vermont
Vermont
$73K 1,000 – –
WTC
312
WhitTier Trust Company
Nevada
$60.8K 833 +109 +15%
DFCM
313
Dark Forest Capital Management
Puerto Rico
$59.2K 812 +812 New
TPCW
314
TD Private Client Wealth
New York
$58.7K 805 +805 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$56K 768 +193 +34%
HNB
316
Huntington National Bank
Ohio
$51.4K 705 +172 +32%
ASN
317
Advisory Services Network
Georgia
$50.6K 694 +8 +1%
QL
318
Quarry LP
New York
$48.4K 663 +176 +36%
SC
319
Steph & Co
Wisconsin
$47.1K 645 – –
PA
320
Parallel Advisors
California
$42.4K 580 +308 +113%
BWA
321
BDO Wealth Advisors
Florida
$41.4K 567 – –
PI
322
PineBridge Investments
New York
$40.1K 550 +143 +35%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$38K 521 +343 +193%
C
324
Covestor
United Kingdom
$34K 465 +368 +379%
Acadian Asset Management
325
Acadian Asset Management
Massachusetts
$31K 433 -3,262 -88%
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