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Wintrust Financial
WTFC

Overview Fund Activity

348 hedge funds and large institutions have $4.31B invested in Wintrust Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
32
Increased
109
Reduced
148
Closed
31
Calls
$2.97M
Puts
$476K
Net Calls
+$2.5M
Net Calls Change
-$2.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
2
Millennium Management
Millennium Management
New York
$49.9M
3
Invesco
Invesco
Georgia
$54.1M
4
SIS
Strategic Investment Solutions
Illinois
$20.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$88.5M

Top Sellers

1
State Street
State Street
Massachusetts
$191M
2
GC
Gillson Capital
Illinois
$0
3
BlackRock
BlackRock
New York
$437M
4
SSA
Schonfeld Strategic Advisors
New York
$14.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$30K +$302 +4 +1%
PTC
302
Private Trust Company
Ohio
$28.9K -$151 -2 -0.5%
Nomura Asset Management
303
Nomura Asset Management
Japan
$27.2K – – –
UB
304
UMB Bank
Missouri
$23.5K – – –
DFA
305
DHJJ Financial Advisors
Illinois
$21.7K +$21.7K +287 New
DJSG
306
D.J. St. Germain
Massachusetts
$19.6K – – –
AF
307
Allworth Financial
California
$18.6K +$604 +8 +3%
NS
308
NBC Securities
Alabama
$18K +$18K +250 New
HI
309
Harbour Investments
Wisconsin
$15.2K -$755 -10 -5%
RCM
310
Raleigh Capital Management
North Carolina
$13.9K +$4.61K +61 +50%
CAL
311
Capital Advisors Ltd
Ohio
$13K – – –
LF
312
Lee Financial
Texas
$12.5K – – –
FHA
313
First Horizon Advisors
Tennessee
$12.3K -$1.51K -20 -11%
QC
314
Quent Capital
New York
$12K +$1.36K +18 +13%
GRP
315
Global Retirement Partners
California
$11.2K +$1.03K +14 +10%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$11.2K +$8.15K +108 +270%
CFGS
317
Concourse Financial Group Securities
Alabama
$10.7K +$4.08K +54 +61%
KFI
318
Key Financial Inc
Pennsylvania
$10.5K – – –
CA
319
Clearstead Advisors
Ohio
$8.91K +$7.02K +93 +372%
HCP
320
Hexagon Capital Partners
Arkansas
$8.91K -$4.23K -56 -32%
BIA
321
Bell Investment Advisors
California
$7.85K – – –
BBHC
322
Brown Brothers Harriman & Co
New York
$7.55K – – –
MHR
323
Matthew Hamilton Rosenberg
$7.55K – – –
CFD
324
Creative Financial Designs
Indiana
$6.87K – – –
EWA
325
EverSource Wealth Advisors
Alabama
$5.51K – – –
11 12
13
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