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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
4
Millennium Management
New York
$40.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
2
Jennison Associates
New York
$39.2M
3
Norges Bank
3
Norges Bank
Norway
$51.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$38.4K +$3.65K +35 +11%
Nomura Asset Management
327
Nomura Asset Management
Japan
$37.6K – – –
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$37K +$4.12K +40 +13%
QC
329
Quent Capital
New York
$36.6K – – –
UB
330
UMB Bank
Missouri
$34.4K +$1.98K +19 +6%
HI
331
Harbour Investments
Wisconsin
$32.4K +$8.14K +78 +34%
AF
332
Allworth Financial
California
$30.7K -$418 -4 -1%
OWA
333
Opal Wealth Advisors
New York
$26.5K +$26.5K +254 New
CWP
334
Concord Wealth Partners
Virginia
$26.1K +$26.1K +250 New
RCM
335
Raleigh Capital Management
North Carolina
$23.7K +$1.15K +11 +5%
CA
336
CoreCap Advisors
Michigan
$23K +$23K +220 New
RA
337
Rise Advisors
New York
$21K +$21K +202 New
NS
338
NBC Securities
Alabama
$21K -$4.12K -41 -16%
CFGS
339
Concourse Financial Group Securities
Alabama
$19K +$1.04K +10 +6%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$18.1K +$2.19K +21 +14%
GRP
341
Global Retirement Partners
California
$17.8K -$1.46K -14 -8%
PCMC
342
Planning Capital Management Corporation
Pennsylvania
$17.6K – – –
NA
343
NewEdge Advisors
Louisiana
$17.5K -$3.64K -35 -17%
CAL
344
Capital Advisors Ltd
Ohio
$17K – – –
KFI
345
Key Financial Inc
Pennsylvania
$14.5K – – –
GJWM
346
Gilliland Jeter Wealth Management
Arkansas
$13.8K +$13.8K +132 New
SWS
347
SYSTM Wealth Solutions
Illinois
$12.8K +$12.8K +123 New
HCP
348
Hexagon Capital Partners
Arkansas
$12.3K – – –
PFC
349
Phocas Financial Corp
California
$12.1K +$1.45K +13,925 +14%
BEI
350
Benjamin Edwards Inc
Missouri
$12K +$12K +116 New
12 13
14
15 16