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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 %
BAM
351
Belpointe Asset Management
Nevada
$15K +$15K +177 New
OWA
352
One Wealth Advisors
California
$14.5K +$14.5K +171 New
PI
353
PEAK6 Investments
Illinois
$13.2K -$226K -2,676 -94%
QC
354
Quent Capital
New York
$11.9K – – –
KFI
355
Key Financial Inc
Pennsylvania
$11.3K – – –
MIM
356
Macroview Investment Management
Maryland
$10.8K – – –
IA
357
IFP Advisors
Florida
$10K -$381 -4 -4%
HCP
358
Hexagon Capital Partners
Arkansas
$9.47K -$3.47K -41 -27%
BIA
359
Bell Investment Advisors
California
$9.13K – – –
MHR
360
Matthew Hamilton Rosenberg
$8.45K – – –
C
361
Covestor
United Kingdom
$8K -$10.8K -131 -57%
CFGS
362
Concourse Financial Group Securities
Alabama
$7.02K -$5.16K -61 -42%
First Manhattan
363
First Manhattan
New York
$6.09K +$6.09K +72 New
ST
364
Sageworth Trust
Pennsylvania
$6K – – –
STCOSD
365
Sageworth Trust Company of South Dakota
South Dakota
$5K – – –
SIS
366
Sound Income Strategies
Florida
$4.6K – – –
JWA
367
JFS Wealth Advisors
Pennsylvania
$4.4K -$423 -5 -9%
RFG
368
RFP Financial Group
Georgia
$3.97K +$3.97K +47 New
SC
369
Schubert & Co
Texas
$2.71K -$761 -9 -22%
VCM
370
Versant Capital Management
Arizona
$2.71K – – –
CTC
371
Central Trust Company
Missouri
$2.54K – – –
GRP
372
Global Retirement Partners
California
$2.45K – – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$2.28K – – –
CAM
374
ClariVest Asset Management
California
$2K – – –
WT
375
Washington Trust
Rhode Island
$1.78K +$169 +2 +11%
13 14
15
16 17