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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.

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 %
Charles Schwab
26
Charles Schwab
California
$51.8M +$1.79M +19,292 +4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$50.7M -$15.2M -164,102 -23%
FCM
28
Frontier Capital Management
Massachusetts
$49.9M +$6.05M +65,179 +14%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$49.4M +$3.47M +37,359 +8%
First Trust Advisors
30
First Trust Advisors
Illinois
$48.2M +$6.41M +69,124 +15%
GKIM
31
GW&K Investment Management
Massachusetts
$48M -$1.67M -17,997 -3%
Fisher Asset Management
32
Fisher Asset Management
Washington
$46.6M -$12.8M -137,799 -22%
GACM
33
Global Alpha Capital Management
Quebec, Canada
$44.4M +$3.91M +42,200 +10%
FCM
34
FJ Capital Management
Virginia
$40.5M +$12.8M +138,270 +46%
KCM
35
Kennedy Capital Management
Missouri
$37.4M -$2.6M -27,981 -6%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$35M -$3.64M -39,263 -9%
VLKIM
37
Van Lanschot Kempen Investment Management
Netherlands
$34.3M -$12.7M -137,065 -27%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$33.1M +$14.8K +160 +0%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$31.3M +$31.3M +337,107 New
Aberdeen Group
40
Aberdeen Group
United Kingdom
$31.1M -$872K -9,407 -3%
GIP
41
Granite Investment Partners
California
$30.5M -$1.18M -12,776 -4%
Bank of America
42
Bank of America
North Carolina
$29.9M +$5.39M +58,067 +22%
Fidelity International
43
Fidelity International
Bermuda
$28.3M +$9.3M +100,227 +49%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$28M -$5.93M -63,897 -17%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$25.5M -$1.8M -19,403 -7%
LI
46
Leeward Investments
Massachusetts
$25.3M -$179K -1,931 -0.7%
ClearBridge Investments
47
ClearBridge Investments
New York
$24M +$1.34M +14,409 +6%
SCA
48
Stieven Capital Advisors
Missouri
$23.7M +$2.32M +25,000 +11%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$22.6M -$1.37M -14,761 -6%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$20M -$629K -6,784 -3%
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