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Wintrust Financial
WTFC

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

106% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $1.31M

13% more capital invested

Capital invested by funds: $5.42B → $6.11B (+$687M)

0.01% more ownership

Funds ownership: 95.44% → 95.45% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

2% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 49

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 145

2% less funds holding

Funds holding: 394 → 388 (-6)

Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.59%
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
$1.31M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$45.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$42.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$23.6M
4
Millennium Management
Millennium Management
New York
+$19.9M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$17M

Top Sellers

Rank Fund Capital Flow
1
PFM
Premier Fund Managers
United Kingdom
-$22.8M
2
Jennison Associates
Jennison Associates
New York
-$21.3M
3
Norges Bank
Norges Bank
Norway
-$17.1M
4
Morgan Stanley
Morgan Stanley
New York
-$13.4M
5
GACM
Global Alpha Capital Management
Quebec, Canada
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMEF
401
Point72 Middle East FZE
United Arab Emirates
– -$1.3M -14,020 Closed
CCIA
402
Campbell & Co Investment Adviser
Maryland
– -$1.28M -13,791 Closed
PAM
403
Panagora Asset Management
Massachusetts
– -$1.1M -11,847 Closed
OTL
404
Oak Thistle LLC
New York
– -$911K -9,823 Closed
EGM
405
Engineers Gate Manager
New York
– -$896K -9,663 Closed
Walleye Trading
406
Walleye Trading
New York
– -$883K -9,523 Closed
JFG
407
Jefferies Financial Group
New York
– -$867K -9,350 Closed
AWM
408
AE Wealth Management
Kansas
– -$811K -8,167 Closed
Two Sigma Advisers
409
Two Sigma Advisers
New York
– -$742K -8,000 Closed
QC
410
Quadrature Capital
United Kingdom
– -$681K -7,351 Closed
DA
411
Duality Advisers
Florida
– -$592K -6,380 Closed
EC
412
Elequin Capital
New York
– -$523K -5,637 Closed
M1FG
413
Mach-1 Financial Group
Arkansas
– -$471K -5,077 Closed
HW
414
Hancock Whitney
Mississippi
– -$437K -4,707 Closed
FRM
415
Fox Run Management
Connecticut
– -$362K -3,901 Closed
SRL
416
Scientech Research LLC
New Jersey
– -$358K -3,867 Closed
I
417
InceptionR
California
– -$345K -3,723 Closed
PRC
418
Pearl River Capital
Michigan
– -$328K -3,536 Closed
Vontobel Holding
419
Vontobel Holding
Switzerland
– -$278K -2,996 Closed
WAM
420
Wolverine Asset Management
Illinois
– -$275K -2,966 Closed
XT
421
XTX Topco
Cayman Islands
– -$258K -2,786 Closed
BFM
422
Boothbay Fund Management
New York
– -$249K -2,686 Closed
ACM
423
Aquatic Capital Management
Illinois
– -$241K -2,600 Closed
HT
424
Headlands Technologies
Illinois
– -$235K -2,529 Closed
VF
425
Virtu Financial
New York
– -$234K -2,518 Closed
14 15 16
17
18

WTFC Hedge Fund Activity: Q1 2024 in Review

388 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2024, worth a combined $6.11B — up 13% from $5.42B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of WTFC and 48 opened new positions — a net loss of 1 holder — while 145 trimmed existing stakes and 137 added.

The largest buyer was Principal Financial Group, adding an estimated $45.3M. The largest seller was Premier Fund Managers, cutting an estimated $22.8M.

  • 388 institutional investors held Wintrust Financial (WTFC) as of Q1 2024, down from 394 in Q4 2023.
  • Funds reported $6.11B of Wintrust Financial stock for Q1 2024, up 13% quarter-over-quarter.
  • 48 funds opened new Wintrust Financial positions in Q1 2024 and 49 closed out, a net change of -1 holder.
  • The largest Wintrust Financial buyer in Q1 2024 was Principal Financial Group, an estimated $45.3M added.
  • The largest Wintrust Financial seller in Q1 2024 was Premier Fund Managers, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2024.