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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
Millennium Management
New York
$40.8M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
Jennison Associates
New York
$39.2M
3
Norges Bank
Norges Bank
Norway
$51.2M
4
Morgan Stanley
Morgan Stanley
New York
$58.4M
5
GACM
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
376
Farther Finance Advisors
California
$2.27K +$722 +7 +47%
MG
377
Mather Group
Illinois
$2.23K +$2.23K +24 New
AW
378
Avion Wealth
Texas
$2K +$2K +10 New
SIC
379
SJS Investment Consulting
Ohio
$1.88K – – –
PPC
380
Park Place Capital
Alabama
$1.78K +$1.78K +17 New
PWA
381
Provenance Wealth Advisors
Florida
$1.36K – – –
A
382
AlphaQuest
New York
$1.36K +$1.36K +13 New
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$1.15K – – –
HI
384
Horizon Investments
North Carolina
$1.14K +$520 +5 +83%
HFS
385
Hantz Financial Services
Michigan
$1K -$1.83K -22 -65%
S
386
Sachetta
Massachusetts
$835 – – –
TWP
387
TFO Wealth Partners
Ohio
$313 – – –
CAM
388
Creekmur Asset Management
Illinois
$313 +$313 +3 New
WMSA
389
Weiss Multi-Strategy Advisers
New York
– -$10.3M -111,510 Closed
NRCM
390
North Reef Capital Management
California
– -$6.49M -70,000 Closed
Hotchkis & Wiley Capital Management
391
Hotchkis & Wiley Capital Management
California
– -$6.22M -67,035 Closed
Point72 Asset Management
392
Point72 Asset Management
Connecticut
– -$5.88M -63,412 Closed
AG
393
Algert Global
California
– -$3.2M -34,507 Closed
ECM
394
ExodusPoint Capital Management
New York
– -$2.91M -31,367 Closed
TC
395
TwinBeech Capital
New York
– -$2.3M -24,754 Closed
EP
396
Edgestream Partners
New Jersey
– -$2.03M -21,844 Closed
MAM
397
Martingale Asset Management
Massachusetts
– -$1.91M -20,621 Closed
PHK
398
Point72 Hong Kong
Hong Kong
– -$1.86M -20,071 Closed
Squarepoint
399
Squarepoint
New York
– -$1.52M -16,387 Closed
BCM
400
BHZ Capital Management
California
– -$1.35M -14,589 Closed
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16
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