WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
2
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$297M
4
CCM
4
Channing Capital Management
Illinois
$80.5M
5
FMI
5
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
FCM
2
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$116M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
301
Kapitalo Investimentos
Brazil
$207K +$207K +2,096 New
PCM
302
Princeton Capital Management
New Jersey
$204K +$204K +2,072 New
LI
303
LRI Investments
Florida
$191K +$191K +1,933 New
NC
304
nVerses Capital
Florida
$168K +$168K +1,700 New
TFGT
305
TS Financial Group (TSFG)
Illinois
$154K – – –
IA
306
IFP Advisors
Florida
$150K -$3.35K -34 -2%
BTI
307
Blue Trust Inc
Georgia
$149K +$18.8K +180 +14%
TPCW
308
TD Private Client Wealth
New York
$138K -$19.9K -202 -13%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$134K +$2.96K +30 +2%
HFM
310
Harvest Fund Management
China
$128K – – –
WTC
311
WhitTier Trust Company
Nevada
$85.4K +$8.97K +91 +12%
CMBA
312
C.M. Bidwell & Associates
Hawaii
$80.8K – – –
GI
313
GAMMA Investing
California
$80.6K +$31K +315 +63%
PS
314
Principal Securities
Iowa
$77.1K +$20K +203 +35%
TCOV
315
Trust Company of Vermont
Vermont
$76.4K – – –
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$68K +$591 +6 +0.9%
SC
317
Steph & Co
Wisconsin
$63.6K – – –
Nomura Asset Management
318
Nomura Asset Management
Japan
$51.3K +$15.8K +160 +44%
FHA
319
First Horizon Advisors
Tennessee
$50.8K +$3.25K +33 +7%
AWM
320
Avior Wealth Management
Nebraska
$50.2K -$46.6K -473 -48%
HNB
321
Huntington National Bank
Ohio
$48.9K -$26.2K -266 -35%
DFA
322
DHJJ Financial Advisors
Illinois
$48.1K – – –
LC
323
Lindbrook Capital
California
$44.8K – – –
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$42K – – –
QC
325
Quent Capital
New York
$40.2K +$5.62K +57 +16%
11 12
13
14 15