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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
401
Concord Wealth Partners
Virginia
$1.3K +$1.3K +12 New
CPA
402
Capital Performance Advisors
California
$1.3K +$1.3K +12 New
AW
403
Avion Wealth
Texas
$1K -$333 -5 -25%
HFS
404
Hantz Financial Services
Michigan
$1K – – –
FFO
405
Fortitude Family Office
Arizona
$977 +$977 +9 New
RTC
406
Riverview Trust Company
Washington
$977 +$977 +9 New
CA
407
Claris Advisors
Missouri
$434 +$434 +4 New
BF
408
BOK Financial
Oklahoma
$314 +$314 +3 New
CTB
409
Country Trust Bank
Illinois
$217 – – –
TFM
410
TFC Financial Management
Massachusetts
$109 – – –
TCA
411
Trifecta Capital Advisors
Illinois
$109 – – –
MFG
412
Mendota Financial Group
Wisconsin
$109 +$109 +1 New
IAIM
413
International Assets Investment Management
Florida
$3 +$3 +326 New
Norges Bank
414
Norges Bank
Norway
– -$52.3M -530,358 Closed
Hudson Bay Capital Management
415
Hudson Bay Capital Management
Connecticut
– -$14.8M -150,000 Closed
MIIM
416
Mesirow Institutional Investment Management
Illinois
– -$10.9M -111,092 Closed
FCM
417
FJ Capital Management
Virginia
– -$8.7M -88,317 Closed
SVBP
418
Strategic Value Bank Partners
Ohio
– -$6.85M -69,533 Closed
TPSF
419
Texas Permanent School Fund
Texas
– -$4.96M -50,361 Closed
ECM
420
ExodusPoint Capital Management
New York
– -$2.67M -27,105 Closed
HSBC Holdings
421
HSBC Holdings
United Kingdom
– -$1.98M -20,181 Closed
LS
422
Livforsakringsbolaget Skandia
Sweden
– -$1.81M -18,400 Closed
IP
423
Interval Partners
New York
– -$1.62M -16,471 Closed
JAM
424
Jupiter Asset Management
United Kingdom
– -$1.55M -15,776 Closed
GCP
425
GSA Capital Partners
United Kingdom
– -$1.51M -15,277 Closed
15 16
17
18 19