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Wintrust Financial
WTFC

Overview Fund Activity

349 hedge funds and large institutions have $4.49B invested in Wintrust Financial in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
42
Increased
140
Reduced
113
Closed
35
Calls
$2.9M
Puts
$3.21M
Net Calls
-$306K
Net Calls Change
-$2.29M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
SSA
Schonfeld Strategic Advisors
New York
$42.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$466M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$278M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$98.3M
2
State Street
State Street
Massachusetts
$197M
3
Jennison Associates
Jennison Associates
New York
$30.6M
4
LP
LMR Partners
United Kingdom
$8.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
326
Sageworth Trust Company of South Dakota
South Dakota
$8K -$7.52K -94 -48%
ST
327
Sageworth Trust
Pennsylvania
$6K – – –
SIS
328
Sound Income Strategies
Florida
$4K – – –
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$4K +$417 +5 +12%
JWA
330
JFS Wealth Advisors
Pennsylvania
$3K -$1.41K -16 -32%
VCM
331
Versant Capital Management
Arizona
$3K – – –
RCM
332
Raleigh Capital Management
North Carolina
$3K – – –
CTC
333
Central Trust Company
Missouri
$2K – – –
GRP
334
Global Retirement Partners
California
$2K – – –
WT
335
Washington Trust
Rhode Island
$2K +$316 +3 +19%
FPS
336
Fieldpoint Private Securities
Connecticut
$2K +$333 +5 +20%
SC
337
Schubert & Co
Texas
$2K +$1.19K +16 +145%
CAM
338
ClariVest Asset Management
California
$2K +$2K +19 New
APA
339
American Portfolios Advisors
New York
$1.36K – – –
BWA
340
BDO Wealth Advisors
Florida
$1K – – –
FMP
341
Financial Management Professionals
Texas
$1K – – –
DI
342
Disciplined Investments
Oklahoma
$1K +$67 +1 +7%
HFS
343
Hantz Financial Services
Michigan
$1K +$1K +12 New
SWA
344
Sutton Wealth Advisors
Florida
$802 – – –
BPC
345
Banque Pictet & Cie
Switzerland
$249 -$30 -376 -11%
Renaissance Technologies
346
Renaissance Technologies
New York
– -$5.69M -61,200 Closed
APF
347
Alaska Permanent Fund
Alaska
– -$2.92M -31,400 Closed
PFS
348
Prospera Financial Services
Texas
– -$2.6M -28,020 Closed
CWM
349
Cordatus Wealth Management
Pennsylvania
– -$2.55M -27,441 Closed
EGI
350
EAM Global Investors
California
– -$2.36M -25,375 Closed
12 13
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