WTFC icon

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 %
AssetMark Inc
376
AssetMark Inc
California
$511 7 +7 New
SIC
377
SJS Investment Consulting
Ohio
$438 6 -13 -68%
RA
378
Rise Advisors
New York
$438 6 +6 New
EWA
379
EverSource Wealth Advisors
Alabama
$438 6 +6 New
TWA
380
TCI Wealth Advisors
Arizona
$219 3 -1 -25%
GWS
381
Glassman Wealth Services
Virginia
$219 3 – –
TWP
382
TFO Wealth Partners
Ohio
$219 3 +1 +50%
TFM
383
TFC Financial Management
Massachusetts
$219 3 +3 New
HI
384
Horizon Investments
North Carolina
$217 3 +3 New
Holocene Advisors
385
Holocene Advisors
New York
– – -243,324 Closed
SAM
386
Silvercrest Asset Management
New York
– – -86,905 Closed
GIP
387
Granite Investment Partners
California
– – -83,643 Closed
CM
388
Crestline Management
Texas
– – -72,823 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
– – -69,700 Closed
DCM
390
Driehaus Capital Management
Illinois
– – -64,944 Closed
Amundi
391
Amundi
France
– – -58,122 Closed
JAM
392
Jacobs Asset Management
New York
– – -40,000 Closed
Tudor Investment Corp
393
Tudor Investment Corp
Connecticut
– – -32,566 Closed
TI
394
Trexquant Investment
Connecticut
– – -28,521 Closed
CIBC World Market
395
CIBC World Market
Ontario, Canada
– – -27,783 Closed
Squarepoint
396
Squarepoint
New York
– – -23,275 Closed
Walleye Capital
397
Walleye Capital
New York
– – -18,029 Closed
GTCM
398
Gyon Technologies Capital Management
New Jersey
– – -16,538 Closed
Macquarie Group
399
Macquarie Group
Australia
– – -13,715 Closed
ADIM
400
Alpha DNA Investment Management
Maryland
– – -12,668 Closed
14 15
16
17 18