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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Aquatic Capital Management
Illinois
$241K +$241K +2,600 New
VF
302
Vest Financial
Virginia
$236K +$236K +2,548 New
HT
303
Headlands Technologies
Illinois
$235K -$6.03K -65 -3%
VF
304
Virtu Financial
New York
$234K +$234K +2,518 New
PWM
305
Paulson Wealth Management
Illinois
$225K +$225K +2,422 New
ACM
306
Arcataur Capital Management
Wisconsin
$223K -$55.7K -600 -20%
FWM
307
Fairhaven Wealth Management
Illinois
$221K +$221K +2,380 New
GI
308
Gradient Investments
Minnesota
$220K – – –
WI
309
Wintrust Investments
Illinois
$213K -$186K -1,998 -47%
AT
310
American Trust
Kentucky
$211K +$211K +2,279 New
JSW
311
Journey Strategic Wealth
New Jersey
$204K +$204K +2,198 New
CWM
312
Chicago Wealth Management
Illinois
$200K +$200K +2,161 New
AssetMark Inc
313
AssetMark Inc
California
$195K +$195K +2,105 +210,500%
PCA
314
PL Capital Advisors
Florida
$172K -$153K -1,645 -47%
PMFA
315
Plante Moran Financial Advisors
Michigan
$151K -$49.9K -538 -25%
TFGT
316
TS Financial Group (TSFG)
Illinois
$145K – – –
ASN
317
Advisory Services Network
Georgia
$138K -$169K -1,820 -55%
HFM
318
Harvest Fund Management
China
$122K +$70K +747 +135%
SPIA
319
Steward Partners Investment Advisory
New York
$111K -$742 -8 -0.7%
TPCW
320
TD Private Client Wealth
New York
$106K +$16K +173 +18%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$105K +$9.55K +103 +10%
C
322
Covestor
United Kingdom
$97K +$556 +6 +0.6%
RIL
323
Rothschild Investment LLC
Illinois
$81.3K -$205K -2,206 -72%
BTI
324
Blue Trust Inc
Georgia
$78K +$15.4K +202 +25%
CMBA
325
C.M. Bidwell & Associates
Hawaii
$76.9K +$76.9K +829 New
11 12
13
14 15