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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
1
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
2
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$297M
4
CCM
4
Channing Capital Management
Illinois
$80.5M
5
FMI
5
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
FCM
2
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$116M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
401
Cornercap Investment Counsel
Georgia
– -$1.11M -10,634 Closed
PWP
402
Perfromance Wealth Partners
Illinois
– -$210K -9,000 Closed
YIH
403
Y-Intercept (HK)
Hong Kong
– -$815K -7,811 Closed
CC
404
Centiva Capital
New York
– -$634K -6,077 Closed
JCIA
405
Jackson Creek Investment Advisors
Colorado
– -$404K -3,871 Closed
Walleye Capital
406
Walleye Capital
New York
– -$400K -3,835 Closed
BMCM
407
Burns Matteson Capital Management
New York
– -$397K -3,803 Closed
B
408
Bailard
California
– -$313K -3,000 Closed
PCMC
409
Paragon Capital Management (Colorado)
Colorado
– -$285K -2,728 Closed
SAG
410
SageView Advisory Group
California
– -$311K -2,600 Closed
ACM
411
Arcataur Capital Management
Wisconsin
– -$251K -2,400 Closed
RVPG
412
Relative Value Partners Group
– -$222K -2,284 Closed
PI
413
PEAK6 Investments
Illinois
– -$227K -2,174 Closed
FZCM
414
Flynn Zito Capital Management
New York
– -$204K -1,951 Closed
FAM
415
Formidable Asset Management
Ohio
– -$124K -1,191 Closed
UFF
416
USA Financial Formulas
Michigan
– -$46.7K -447 Closed
OSNBOA
417
Old Second National Bank of Aurora
Illinois
– -$41.8K -400 Closed
CWP
418
Concord Wealth Partners
Virginia
– -$26.1K -250 Closed
MAM
419
Meeder Asset Management
Ohio
– -$11.8K -113 Closed
FGAM
420
Financial Gravity Asset Management
Texas
– -$4.53K -44 Closed
TWP
421
TFO Wealth Partners
Ohio
– -$313 -3 Closed
CAM
422
Creekmur Asset Management
Illinois
– -$313 -3 Closed
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