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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
2
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$297M
4
CCM
4
Channing Capital Management
Illinois
$80.5M
5
FMI
5
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
FCM
2
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$116M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
351
Key Financial Inc
Pennsylvania
$13.7K – – –
PFC
352
Phocas Financial Corp
California
$13.5K +$2.12K +21,469 +19%
GJWM
353
Gilliland Jeter Wealth Management
Arkansas
$13K – – –
BEI
354
Benjamin Edwards Inc
Missouri
$13K +$1.66K +17 +15%
RFS
355
Richardson Financial Services
Massachusetts
$12.6K +$5.22K +53 +71%
HCP
356
Hexagon Capital Partners
Arkansas
$11.6K – – –
BIA
357
Bell Investment Advisors
California
$10.3K – – –
BBHC
358
Brown Brothers Harriman & Co
New York
$9.86K – – –
CFD
359
Creative Financial Designs
Indiana
$8.97K – – –
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$8.97K +$4.93K +50 +122%
EBA
361
Eagle Bay Advisors
New York
$8.87K -$690 -7 -7%
NA
362
NewEdge Advisors
Louisiana
$8.54K -$7.95K -81 -48%
EWA
363
EverSource Wealth Advisors
Alabama
$7.9K – – –
MG
364
Mather Group
Illinois
$7.83K +$5.32K +51 +213%
FRA
365
Front Row Advisors
California
$7.1K -$986 -10 -12%
PWMG
366
Private Wealth Management Group
New Jersey
$7K – – –
Jones Financial Companies
367
Jones Financial Companies
Missouri
$6.6K +$986 +10 +18%
RFG
368
REAP Financial Group
Texas
$6.16K – – –
SIS
369
Sound Income Strategies
Florida
$5.56K +$99 +1 +2%
VAG
370
VisionPoint Advisory Group
Texas
$4.93K – – –
JWA
371
JFS Wealth Advisors
Pennsylvania
$4.73K – – –
QL
372
Quarry LP
New York
$4.44K +$887 +9 +25%
SAM
373
Smartleaf Asset Management
Massachusetts
$3.73K -$155K -1,621 -98%
MHR
374
Matthew Hamilton Rosenberg
$3.08K – – –
CA
375
CoreCap Advisors
Michigan
$3.06K -$18.6K -189 -86%
13 14
15
16 17