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Wintrust Financial
WTFC

Overview Fund Activity

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.3M
2
CCM
2
Channing Capital Management
Illinois
$49.5M
3
Capital International Investors
3
Capital International Investors
California
$48.7M
4
Millennium Management
4
Millennium Management
New York
$72M
5
GKIM
5
GW&K Investment Management
Massachusetts
$30.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.9M
2
Invesco
2
Invesco
Georgia
$12M
3
Victory Capital Management
3
Victory Capital Management
Texas
$131M
4
ZIM
4
Zacks Investment Management
Illinois
$6.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FRA
351
Front Row Advisors
California
$4K 49 +49 New
SIS
352
Sound Income Strategies
Florida
$3.97K 54 – –
CFD
353
Creative Financial Designs
Indiana
$3.94K 54 +54 New
RFG
354
RFP Financial Group
Georgia
$3.43K 47 – –
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$3.28K 45 +45 New
IA
356
IFP Advisors
Florida
$2.98K 32 -73 -70%
VCM
357
Versant Capital Management
Arizona
$2.33K 32 – –
CTC
358
Central Trust Company
Missouri
$2.19K 30 – –
JWA
359
JFS Wealth Advisors
Pennsylvania
$2.04K 28 -24 -46%
SFG
360
Steward Financial Group
Texas
$2K 41 +19 +86%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$1.97K 27 – –
CA
362
Clearstead Advisors
Ohio
$1.82K 25 +25 New
AF
363
Allworth Financial
California
$1.61K 22 -172 -89%
SC
364
Schubert & Co
Texas
$1.61K 22 -10 -31%
WT
365
Washington Trust
Rhode Island
$1.39K 19 -2 -10%
MIA
366
Milestone Investment Advisors
Wisconsin
$1.31K 18 +18 New
MFT
367
Moisand Fitzgerald Tamayo
Florida
$1.17K 16 – –
DI
368
Disciplined Investments
Oklahoma
$1.02K 14 +3 +27%
FMP
369
Financial Management Professionals
Texas
$1K 9 – –
HFS
370
Hantz Financial Services
Michigan
$1K 12 – –
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$876 12 – –
HI
372
Harbour Investments
Wisconsin
$803 11 – –
AWM
373
Avior Wealth Management
Nebraska
$729 10 +10 New
FFA
374
Farther Finance Advisors
California
$657 9 – –
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$649 8,897 +149 +2%
13 14
15
16 17