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Wintrust Financial
WTFC

Overview Fund Activity

348 hedge funds and large institutions have $4.31B invested in Wintrust Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
32
Increased
109
Reduced
148
Closed
31
Calls
$2.97M
Puts
$476K
Net Calls
+$2.5M
Net Calls Change
-$2.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
2
Millennium Management
Millennium Management
New York
$49.9M
3
Invesco
Invesco
Georgia
$54.1M
4
SIS
Strategic Investment Solutions
Illinois
$20.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$88.5M

Top Sellers

1
State Street
State Street
Massachusetts
$191M
2
GC
Gillson Capital
Illinois
$0
3
BlackRock
BlackRock
New York
$437M
4
SSA
Schonfeld Strategic Advisors
New York
$14.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
326
Baker Avenue Asset Management
California
$5.44K +$4.53K +60 +500%
FRA
327
Front Row Advisors
California
$5.06K – – –
SFG
328
Steward Financial Group
Texas
$5K +$5K +73 New
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$4.53K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$4.38K +$2.57K +34 +142%
SIS
331
Sound Income Strategies
Florida
$4.13K +$75 +1 +2%
RFG
332
RFP Financial Group
Georgia
$3.55K – – –
VWM
333
Venturi Wealth Management
Texas
$3.02K +$3.02K +40 New
VCM
334
Versant Capital Management
Arizona
$2.42K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.04K – – –
MIA
336
Milestone Investment Advisors
Wisconsin
$1.81K +$1.81K +24 New
JWA
337
JFS Wealth Advisors
Pennsylvania
$1.44K -$1.36K -18 -49%
WT
338
Washington Trust
Rhode Island
$1.36K -$151 -2 -10%
MFT
339
Moisand Fitzgerald Tamayo
Florida
$1.21K – – –
SIC
340
SJS Investment Consulting
Ohio
$1.21K +$227 +3 +23%
HFS
341
Hantz Financial Services
Michigan
$1K – – –
PWA
342
Provenance Wealth Advisors
Florida
$906 +$906 +12 New
AWM
343
Avior Wealth Management
Nebraska
$755 – – –
FFA
344
Farther Finance Advisors
California
$680 – – –
GWS
345
Glassman Wealth Services
Virginia
$302 – – –
HI
346
Horizon Investments
North Carolina
$225 +$225 +3 New
TWP
347
TFO Wealth Partners
Ohio
$218 – – –
AssetMark Inc
348
AssetMark Inc
California
$76 +$76 +1 New
FGAM
349
Financial Gravity Asset Management
Texas
$2 -$620 -73 Closed
GC
350
Gillson Capital
Illinois
– -$18.4M -253,573 Closed
12 13
14
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