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

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
FCM
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
Principal Financial Group
Iowa
$116M
5
Millennium Management
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
376
Sachetta
Massachusetts
$2.63K +$1.64K +15 +167%
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$2.46K – – –
CFB
378
Cullen/Frost Bankers
Texas
$2.46K +$2.46K +25 New
PA
379
Pineridge Advisors
Missouri
$2.27K – – –
CA
380
Continuum Advisory
Idaho
$2.17K -$690 -7 -24%
Cohen & Steers
381
Cohen & Steers
New York
$2K +$2K +25 New
SIC
382
SJS Investment Consulting
Ohio
$1.78K – – –
PPC
383
Park Place Capital
Alabama
$1.68K – – –
DPW
384
DiNuzzo Private Wealth
Pennsylvania
$1.28K +$197 +2 +18%
PWA
385
Provenance Wealth Advisors
Florida
$1.28K – – –
LIA
386
Lynx Investment Advisory
District of Columbia
$1.28K +$1.28K +13 New
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09K +$1.09K +11 New
HI
388
Horizon Investments
North Carolina
$1.08K – – –
HFS
389
Hantz Financial Services
Michigan
$1K – – –
AW
390
Avion Wealth
Texas
$1K +$500 +10 +100%
GEA
391
Glen Eagle Advisors
New Jersey
$891 +$891 +9 New
A
392
AlphaQuest
New York
$591 -$690 -7 -54%
CTB
393
Country Trust Bank
Illinois
$197 +$197 +2 New
TCA
394
Trifecta Capital Advisors
Illinois
$99 -$122K -1,228 -100%
IC
395
Innealta Capital
Texas
$99 +$99 +1 New
TFM
396
TFC Financial Management
Massachusetts
$99 +$99 +1 New
William Blair Investment Management
397
William Blair Investment Management
Illinois
– -$28.4M -272,197 Closed
AIG
398
American International Group
New York
– -$8.46M -81,055 Closed
CCM
399
Cinctive Capital Management
New York
– -$3.97M -38,044 Closed
Two Sigma Investments
400
Two Sigma Investments
New York
– -$1.69M -16,200 Closed
13 14 15
16
17