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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 %
TC
376
Truvestments Capital
Florida
$1.78K +$1.78K +21 New
SIC
377
SJS Investment Consulting
Ohio
$1.61K +$85 +1 +6%
MRCM
378
M&R Capital Management
New Jersey
$1.61K +$1.61K +19 New
BAAM
379
Baker Avenue Asset Management
California
$1.35K +$1.35K +16 New
MFT
380
Moisand Fitzgerald Tamayo
Florida
$1.35K +$1.35K +16 New
EI
381
Ellevest Inc
New York
$1.18K -$845 -10 -42%
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01K +$1.01K +12 New
HFS
383
Hantz Financial Services
Michigan
$1K – – –
FMP
384
Financial Management Professionals
Texas
$1K – – –
SFG
385
Steward Financial Group
Texas
$1K +$1K +22 New
HI
386
Harbour Investments
Wisconsin
$930 -$169K -1,999 -99%
DI
387
Disciplined Investments
Oklahoma
$930 -$254 -3 -21%
FFA
388
Farther Finance Advisors
California
$761 +$761 +9 New
MSCM
389
McElhenny Sheffield Capital Management
Texas
$592 +$592 +7 New
TWA
390
TCI Wealth Advisors
Arizona
$338 -$85 -1 -20%
GWS
391
Glassman Wealth Services
Virginia
$254 – – –
CS
392
Comerica Securities
Michigan
$254 +$254 +3 New
LF
393
Lee Financial
Texas
$169 – – –
TWP
394
TFO Wealth Partners
Ohio
$105 +$105 +2 New
SWA
395
Sutton Wealth Advisors
Florida
$85 – – –
GC
396
Gillson Capital
Illinois
– -$14.1M -172,966 Closed
CC
397
Carlson Capital
Texas
– -$11.8M -144,099 Closed
RCAMU
398
Rothschild & Co Asset Management US
Connecticut
– -$10.3M -126,870 Closed
ACL
399
Azora Capital LP
Florida
– -$6.73M -82,529 Closed
BGIM
400
Brandywine Global Investment Management
Pennsylvania
– -$5.66M -69,382 Closed
13 14 15
16
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