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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
DM
401
Delphi Management
Massachusetts
– -$1.01M -13,376 Closed
Renaissance Technologies
402
Renaissance Technologies
New York
– -$815K -10,800 Closed
Arrowstreet Capital
403
Arrowstreet Capital
Massachusetts
– -$657K -8,703 Closed
AIC
404
Aurora Investment Counsel
Georgia
– -$359K -4,758 Closed
Mitsubishi UFJ Trust & Banking
405
Mitsubishi UFJ Trust & Banking
Japan
– -$323K -4,284 Closed
DFCM
406
Dark Forest Capital Management
Puerto Rico
– -$315K -4,172 Closed
HSBC Holdings
407
HSBC Holdings
United Kingdom
– -$301K -3,985 Closed
DC
408
Diametric Capital
Massachusetts
– -$243K -3,219 Closed
HPCM
409
Hunter Perkins Capital Management
Illinois
– -$203K -2,685 Closed
SCA
410
Stonebridge Capital Advisors
Minnesota
– -$113K -1,500 Closed
SDIC
411
South Dakota Investment Council
South Dakota
– -$104K -1,379 Closed
DJSG
412
D.J. St. Germain
Massachusetts
– -$19.6K -260 Closed
BAAM
413
Baker Avenue Asset Management
California
– -$5.44K -72 Closed
FRA
414
Front Row Advisors
California
– -$5.06K -67 Closed
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
– -$4.53K -60 Closed
RFG
416
RFP Financial Group
Georgia
– -$3.55K -47 Closed
MIA
417
Milestone Investment Advisors
Wisconsin
– -$1.81K -24 Closed
WT
418
Washington Trust
Rhode Island
– -$1.36K -18 Closed
MFT
419
Moisand Fitzgerald Tamayo
Florida
– -$1.21K -16 Closed
13 14 15 16
17