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Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.83B invested in Wintrust Financial in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 112 reducing their positions, and 30 closing their positions.

Holders
350
Holders Change
+19
Holders Change %
+5.74%
% of All Funds
5.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
53
Increased
124
Reduced
112
Closed
30
Calls
$2.86M
Puts
$874K
Net Calls
+$1.99M
Net Calls Change
+$1.01M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$40.7M
2
LI
2
Leeward Investments
Massachusetts
$31.3M
3
EVM
3
Eaton Vance Management
Massachusetts
$50.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$26.1M
5
LP
5
LMR Partners
United Kingdom
$25.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$286M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$1.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.31M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$104M
5
Citadel Advisors
5
Citadel Advisors
Florida
$55.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
326
Sageworth Trust
Pennsylvania
$6K 69 – –
SIS
327
Sound Income Strategies
Florida
$5K 54 – –
JWA
328
JFS Wealth Advisors
Pennsylvania
$5K 50 +30 +150%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$4K 43 +3 +8%
Creative Planning
330
Creative Planning
Kansas
$4K 40 +40 New
VCM
331
Versant Capital Management
Arizona
$3K 32 – –
CTC
332
Central Trust Company
Missouri
$3K 30 – –
CI
333
Cordant Inc
Oregon
$3K 30 +30 New
RCM
334
Raleigh Capital Management
North Carolina
$3K 31 +31 New
FPS
335
Fieldpoint Private Securities
Connecticut
$2K 25 – –
GRP
336
Global Retirement Partners
California
$2K 29 +29 New
APA
337
American Portfolios Advisors
New York
$1.58K 17 – –
WT
338
Washington Trust
Rhode Island
$1K 16 -4 -20%
BWA
339
BDO Wealth Advisors
Florida
$1K 9 – –
FMP
340
Financial Management Professionals
Texas
$1K 9 – –
SC
341
Schubert & Co
Texas
$1K 11 +1 +10%
DI
342
Disciplined Investments
Oklahoma
$1K 14 +14 New
Simplex Trading
343
Simplex Trading
Illinois
$1K 20 +20 New
SWA
344
Sutton Wealth Advisors
Florida
$929 10 +3 +43%
TPCW
345
TD Private Client Wealth
New York
$465 5 -137 -96%
Macquarie Group
346
Macquarie Group
Australia
$164 1,763 – –
PAM
347
Panagora Asset Management
Massachusetts
– – -111,074 Closed
FP
348
Foundry Partners
Minnesota
– – -107,571 Closed
NRCM
349
North Reef Capital Management
California
– – -81,555 Closed
Wellington Management Group
350
Wellington Management Group
Massachusetts
– – -80,014 Closed
12 13
14
15 16