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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
4
Millennium Management
New York
$40.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
2
Jennison Associates
New York
$39.2M
3
Norges Bank
3
Norges Bank
Norway
$51.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
301
Osaic Holdings
Arizona
$156K -$635K -6,081 -80%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$139K +$20.9K +200 +18%
HFM
303
Harvest Fund Management
China
$136K – – –
BTI
304
Blue Trust Inc
Georgia
$131K +$23.5K +225 +22%
TCA
305
Trifecta Capital Advisors
Illinois
$128K -$192K -1,842 -60%
FAM
306
Formidable Asset Management
Ohio
$124K +$124K +1,191 New
AWM
307
Avior Wealth Management
Nebraska
$103K +$101K +972 +9,720%
C
308
Covestor
United Kingdom
$92K -$16.7K -161 -15%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$85.6K -$940 -9 -1%
TCOV
310
Trust Company of Vermont
Vermont
$80.9K -$2.61K -25 -3%
WTC
311
WhitTier Trust Company
Nevada
$80.9K +$10.2K +98 +14%
HNB
312
Huntington National Bank
Ohio
$79.5K -$1.78K -17 -2%
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$71K +$13.2K +127 +23%
SC
314
Steph & Co
Wisconsin
$67.3K – – –
PS
315
Principal Securities
Iowa
$60.4K -$6.47K -62 -10%
WT
316
Whittier Trust
California
$60.3K +$35.1K +336 +139%
GI
317
GAMMA Investing
California
$52.5K +$8.46K +81 +19%
DFA
318
DHJJ Financial Advisors
Illinois
$50.9K +$21K +201 +70%
FHA
319
First Horizon Advisors
Tennessee
$50.3K +$33.3K +319 +196%
LC
320
Lindbrook Capital
California
$47.5K +$522 +5 +1%
UFF
321
USA Financial Formulas
Michigan
$46.7K +$46.7K +447 New
PTC
322
Private Trust Company
Ohio
$45.4K -$522 -5 -1%
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
$45K – – –
OSNBOA
324
Old Second National Bank of Aurora
Illinois
$41.8K – – –
PMFA
325
Plante Moran Financial Advisors
Michigan
$39.6K -$131K -1,252 -77%
11 12
13
14 15