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Wintrust Financial
WTFC

Overview Fund Activity

353 hedge funds and large institutions have $4.48B invested in Wintrust Financial in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+4
Holders Change %
+1.15%
% of All Funds
6.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
38
Increased
120
Reduced
135
Closed
30
Calls
$4.33M
Puts
$652K
Net Calls
+$3.68M
Net Calls Change
+$3.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$54.6M
2
Victory Capital Management
Victory Capital Management
Texas
$192M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$15.5M
4
State Street
State Street
Massachusetts
$216M
5
Millennium Management
Millennium Management
New York
$67.3M

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
$288K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.34M
3
Goldman Sachs
Goldman Sachs
New York
$22M
4
FCM
FJ Capital Management
Virginia
$0
5
Invesco
Invesco
Georgia
$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
326
Key Financial Inc
Pennsylvania
$11K – – –
MIM
327
Macroview Investment Management
Maryland
$10K +$10K +128 New
BIA
328
Bell Investment Advisors
California
$9K – – –
MHR
329
Matthew Hamilton Rosenberg
$8K +$8K +100 New
RCM
330
Raleigh Capital Management
North Carolina
$7K +$4.53K +57 +184%
ST
331
Sageworth Trust
Pennsylvania
$6K – – –
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$5.94K -$11.9K -137,012 -67%
STCOSD
333
Sageworth Trust Company of South Dakota
South Dakota
$5K -$3.48K -41 -41%
JWA
334
JFS Wealth Advisors
Pennsylvania
$5K +$2.02K +23 +68%
SIS
335
Sound Income Strategies
Florida
$4K – – –
VCM
336
Versant Capital Management
Arizona
$3K – – –
GRP
337
Global Retirement Partners
California
$3K – – –
SC
338
Schubert & Co
Texas
$3K +$1.02K +14 +52%
EI
339
Ellevest Inc
New York
$2K -$20.6K -247 -91%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$2K -$6.37K -86 -76%
CTC
341
Central Trust Company
Missouri
$2K – – –
WT
342
Washington Trust
Rhode Island
$2K – – –
CAM
343
ClariVest Asset Management
California
$2K – – –
SIC
344
SJS Investment Consulting
Ohio
$2K +$2K +18 New
APA
345
American Portfolios Advisors
New York
$1.39K – – –
DI
346
Disciplined Investments
Oklahoma
$1K -$71 -1 -7%
HFS
347
Hantz Financial Services
Michigan
$1K – – –
FMP
348
Financial Management Professionals
Texas
$1K – – –
BWA
349
BDO Wealth Advisors
Florida
$1K – – –
SWA
350
Sutton Wealth Advisors
Florida
$82 -$738 -9 -90%
12 13
14
15 16