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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $4.5B invested in Wintrust Financial in 2022 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+43
Holders Change %
+12.18%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
67
Increased
154
Reduced
113
Closed
21
Calls
$1.71M
Puts
$778K
Net Calls
+$929K
Net Calls Change
-$2.75M

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
$54.4M
2
Morgan Stanley
Morgan Stanley
New York
$74.7M
3
NRCM
North Reef Capital Management
California
$60M
4
BlackRock
BlackRock
New York
$510M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$15.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.1M
2
Millennium Management
Millennium Management
New York
$43M
3
Citadel Advisors
Citadel Advisors
Florida
$83.7M
4
GC
Gillson Capital
Illinois
$0
5
State Street
State Street
Massachusetts
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
326
WhitTier Trust Company
Nevada
$61.2K +$3.97K +47 +7%
ASN
327
Advisory Services Network
Georgia
$58K +$58K +686 New
SC
328
Steph & Co
Wisconsin
$55K – – –
PFBT
329
Parkside Financial Bank & Trust
Missouri
$48.6K +$9.38K +111 +24%
BWA
330
BDO Wealth Advisors
Florida
$47.9K +$47.2K +558 +6,200%
HNB
331
Huntington National Bank
Ohio
$45K -$4.4K -52 -9%
CAS
332
Coppell Advisory Solutions
Texas
$44.3K +$44.3K +524 New
CASC
333
Coppell Advisory Solutions Corp
Texas
$44.3K +$44.3K +524 New
QL
334
Quarry LP
New York
$41.2K +$41.2K +487 New
PTC
335
Private Trust Company
Ohio
$36K +$1.19K +14 +3%
LC
336
Lindbrook Capital
California
$34.9K +$2.28K +27 +7%
PI
337
PineBridge Investments
New York
$34.4K – – –
OSNBOA
338
Old Second National Bank of Aurora
Illinois
$33.8K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$31.9K +$169 +2 +0.5%
Nomura Asset Management
340
Nomura Asset Management
Japan
$30.4K – – –
UB
341
UMB Bank
Missouri
$26K – – –
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$26K +$5.34K +62 +26%
PA
343
Parallel Advisors
California
$23K -$4.49K -53 -16%
DJSG
344
D.J. St. Germain
Massachusetts
$22K +$22K +260 New
FHA
345
First Horizon Advisors
Tennessee
$21.4K +$676 +8 +3%
MCC
346
Money Concepts Capital
Florida
$20.3K +$20.3K +240 New
BBHC
347
Brown Brothers Harriman & Co
New York
$16.9K – – –
AF
348
Allworth Financial
California
$16.4K – – –
RCM
349
Raleigh Capital Management
North Carolina
$15.9K +$8.45K +100 +114%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$15K -$3.2K -38 -18%
12 13
14
15 16