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

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
351
Harbour Investments
Wisconsin
$21.5K +$2.88K +31 +15%
Robeco Institutional Asset Management
352
Robeco Institutional Asset Management
Netherlands
$21.5K +$21.5K +232 New
EWA
353
EverSource Wealth Advisors
Alabama
$20.7K +$13.9K +150 +205%
CAS
354
Coppell Advisory Solutions
Texas
$20.3K -$28.3K -305 -58%
RCM
355
Raleigh Capital Management
North Carolina
$20.1K +$2.98K +32 +17%
NA
356
NewEdge Advisors
Louisiana
$18.8K +$18.8K +203 New
GRP
357
Global Retirement Partners
California
$17.4K +$3K +32 +21%
CFGS
358
Concourse Financial Group Securities
Alabama
$16K +$2.78K +30 +21%
PCMC
359
Planning Capital Management Corporation
Pennsylvania
$15.7K +$15.7K +169 New
LF
360
Lee Financial
Texas
$15.3K – – –
FHA
361
First Horizon Advisors
Tennessee
$15.1K – – –
CAL
362
Capital Advisors Ltd
Ohio
$15K – – –
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$14.1K +$371 +4 +3%
KFI
364
Key Financial Inc
Pennsylvania
$12.9K – – –
HCP
365
Hexagon Capital Partners
Arkansas
$10.9K – – –
RFS
366
Richardson Financial Services
Massachusetts
$10.7K +$10.7K +115 New
BIA
367
Bell Investment Advisors
California
$9.65K – – –
BBHC
368
Brown Brothers Harriman & Co
New York
$9.28K – – –
MHR
369
Matthew Hamilton Rosenberg
$9.28K – – –
CA
370
Clearstead Advisors
Ohio
$8.63K -$2.32K -25 -21%
CSS
371
Cubist Systematic Strategies
Connecticut
$8.53K +$8.53K +92 New
CFD
372
Creative Financial Designs
Indiana
$8.44K – – –
MIM
373
Macroview Investment Management
Maryland
$7.51K +$7.51K +81 New
AAP
374
Arax Advisory Partners
Colorado
$7.27K +$7.27K +78 New
PWMG
375
Private Wealth Management Group
New Jersey
$6.59K +$6.59K +71 New
13 14
15
16 17