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Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-34
Holders Change %
-8.85%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
30
Increased
152
Reduced
112
Closed
64
Calls
$8.28M
Puts
$3.64M
Net Calls
+$4.64M
Net Calls Change
+$3.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
2
GIP
Granite Investment Partners
California
$24.7M
3
NRCM
North Reef Capital Management
California
$58.6M
4
Invesco
Invesco
Georgia
$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.4M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$23.4M
5
MAM
Martingale Asset Management
Massachusetts
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
326
IFP Advisors
Florida
$2.98K +$654 +9 +28%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$2.91K -$9.59K -132 -77%
JWA
328
JFS Wealth Advisors
Pennsylvania
$2.69K +$654 +9 +32%
FCAG
329
First Capital Advisors Group
New Jersey
$2.61K +$2.61K +36 New
VCM
330
Versant Capital Management
Arizona
$2.32K – – –
CTC
331
Central Trust Company
Missouri
$2.18K – – –
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$1.96K – – –
CA
333
Clearstead Advisors
Ohio
$1.82K – – –
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$1.74K -$6.97K -96 -80%
WT
335
Washington Trust
Rhode Island
$1.45K +$73 +1 +5%
MFT
336
Moisand Fitzgerald Tamayo
Florida
$1.16K – – –
CPG
337
Cornerstone Planning Group
New Jersey
$1.02K +$1.02K +14 New
HFS
338
Hantz Financial Services
Michigan
$1K – – –
SIC
339
SJS Investment Consulting
Ohio
$945 +$509 +7 +117%
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$872 – – –
DI
341
Disciplined Investments
Oklahoma
$871 -$145 -2 -14%
BAAM
342
Baker Avenue Asset Management
California
$871 +$871 +12 New
AWM
343
Abound Wealth Management
Tennessee
$799 +$799 +11 New
AWM
344
Avior Wealth Management
Nebraska
$726 – – –
BWA
345
BDO Wealth Advisors
Florida
$654 -$40.5K -558 -98%
FFA
346
Farther Finance Advisors
California
$654 – – –
FGAM
347
Financial Gravity Asset Management
Texas
$620 +$620 +73 New
GWS
348
Glassman Wealth Services
Virginia
$290 +$73 +1 +33%
TWP
349
TFO Wealth Partners
Ohio
$218 – – –
Comerica Bank
350
Comerica Bank
Texas
$1 +$1 +44,518 New
12 13
14
15 16