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Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-34
Holders Change %
-8.85%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
30
Increased
152
Reduced
112
Closed
64
Calls
$8.28M
Puts
$3.64M
Net Calls
+$4.64M
Net Calls Change
+$3.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
2
GIP
Granite Investment Partners
California
$24.7M
3
NRCM
North Reef Capital Management
California
$58.6M
4
Invesco
Invesco
Georgia
$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.4M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$23.4M
5
MAM
Martingale Asset Management
Massachusetts
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
301
Nomura Asset Management
Japan
$26.1K – – –
UB
302
UMB Bank
Missouri
$22.6K – – –
DJSG
303
D.J. St. Germain
Massachusetts
$18.9K +$18.9K +260 New
AF
304
Allworth Financial
California
$17.3K +$15.7K +216 +982%
QL
305
Quarry LP
New York
$16.8K -$31.4K -432 -65%
HI
306
Harbour Investments
Wisconsin
$15.3K +$14.5K +200 +1,818%
FHA
307
First Horizon Advisors
Tennessee
$13.3K – – –
BTI
308
Blue Trust Inc
Georgia
$13K +$13K +184 New
HCP
309
Hexagon Capital Partners
Arkansas
$12.6K +$3.99K +55 +46%
CAL
310
Capital Advisors Ltd
Ohio
$12K +$12K +167 New
LF
311
Lee Financial
Texas
$12K +$3.27K +45 +38%
QC
312
Quent Capital
New York
$10.2K – – –
GRP
313
Global Retirement Partners
California
$10.1K -$73 -1 -0.7%
KFI
314
Key Financial Inc
Pennsylvania
$10.1K – – –
RCM
315
Raleigh Capital Management
North Carolina
$8.91K -$217 -3 -2%
BIA
316
Bell Investment Advisors
California
$7.55K – – –
BBHC
317
Brown Brothers Harriman & Co
New York
$7.26K – – –
MHR
318
Matthew Hamilton Rosenberg
$7.26K – – –
CFD
319
Creative Financial Designs
Indiana
$6.61K +$2.69K +37 +69%
CFGS
320
Concourse Financial Group Securities
Alabama
$6.39K -$436 -6 -6%
EWA
321
EverSource Wealth Advisors
Alabama
$5.3K +$4.87K +67 +1,117%
FRA
322
Front Row Advisors
California
$5K +$1.34K +18 +37%
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$4.36K +$1.09K +15 +33%
SIS
324
Sound Income Strategies
Florida
$3.95K – – –
RFG
325
RFP Financial Group
Georgia
$3.41K – – –
11 12
13
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