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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$145M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
North Reef Capital Management
California
$6.49M
2
Millennium Management
Millennium Management
New York
$17.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
SIS
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
326
Trust Company of Vermont
Vermont
$74.2K -$18.6K -200 -20%
HNB
327
Huntington National Bank
Ohio
$72.3K +$5.01K +54 +7%
WTC
328
WhitTier Trust Company
Nevada
$62.8K – – –
SC
329
Steph & Co
Wisconsin
$59.8K – – –
KI
330
Kapitalo Investimentos
Brazil
$59.8K +$59.8K +645 New
PS
331
Principal Securities
Iowa
$59.5K +$59.5K +641 New
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$52K +$14.9K +160 +40%
MSWM
333
McGlone Suttner Wealth Management
Wisconsin
$45.8K +$45.8K +494 New
LC
334
Lindbrook Capital
California
$41.7K -$1.39K -15 -3%
GI
335
GAMMA Investing
California
$40.9K +$40.9K +422 New
PTC
336
Private Trust Company
Ohio
$40.8K +$5.29K +57 +15%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$40K – – –
PAS
338
Point72 Asia (Singapore)
Singapore
$38K +$38K +409 New
OSNBOA
339
Old Second National Bank of Aurora
Illinois
$37.1K – – –
Nomura Asset Management
340
Nomura Asset Management
Japan
$33.4K – – –
QC
341
Quent Capital
New York
$32.6K +$17.8K +192 +121%
PA
342
Parallel Advisors
California
$30.9K -$23.7K -256 -43%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$30K -$13.2K -140 -31%
UB
344
UMB Bank
Missouri
$28.8K – – –
AF
345
Allworth Financial
California
$27.6K +$4.82K +52 +21%
DFA
346
DHJJ Financial Advisors
Illinois
$26.6K – – –
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.8K +$24.8K +267 New
NS
348
NBC Securities
Alabama
$23K – – –
QL
349
Quarry LP
New York
$22.6K -$19K -205 -46%
WT
350
Whittier Trust
California
$22.4K -$23.3K -251 -51%
12 13
14
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