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Wintrust Financial
WTFC

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

22% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 129

2% more funds holding

Funds holding: 388 → 396 (+8)

1.26% less ownership

Funds ownership: 95.45% → 94.19% (-1.3%)

6% less capital invested

Capital invested by funds: $6.11B → $5.72B (-$393M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
157
Reduced
129
Closed
27
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.3M
2
Capital International Investors
Capital International Investors
California
+$14.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.3M
4
CCM
Channing Capital Management
Illinois
+$12.9M
5
FMI
F/M Investments
District of Columbia
+$11.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$28.4M
2
FCM
FJ Capital Management
Virginia
-$26.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$18.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$15.2M
5
Millennium Management
Millennium Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$52.3M +$3.9M +39,785 +8%
American Century Companies
27
American Century Companies
Missouri
$51.9M -$273K -2,791 -0.5%
N
28
Nuveen
North Carolina
$51.8M +$312K +3,185 +0.6%
GKIM
29
GW&K Investment Management
Massachusetts
$50.9M +$898K +9,171 +2%
Jennison Associates
30
Jennison Associates
New York
$44.1M +$7.02M +71,638 +19%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$43.7M +$488K +4,985 +1%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$43.7M -$501K -5,116 -1%
Fisher Asset Management
33
Fisher Asset Management
Washington
$41.9M -$182K -1,854 -0.4%
Bank of America
34
Bank of America
North Carolina
$40.9M -$1.04M -10,603 -2%
PFM
35
Premier Fund Managers
United Kingdom
$38.3M – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$36.7M +$2.77M +28,262 +8%
GACM
37
Global Alpha Capital Management
Quebec, Canada
$35M +$1.16M +11,800 +3%
KCM
38
Kennedy Capital Management
Missouri
$34.7M -$1.04M -10,634 -3%
Fidelity International
39
Fidelity International
Bermuda
$33M -$898K -9,166 -3%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$30.9M -$1.29M -13,184 -4%
GIP
41
Granite Investment Partners
California
$27.8M -$3.45M -35,231 -11%
LI
42
Leeward Investments
Massachusetts
$27.3M +$1.44M +14,679 +6%
Millennium Management
43
Millennium Management
New York
$26.9M -$11.5M -117,467 -30%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$26.6M -$1.81M -18,446 -6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$24.5M -$18.9M -193,166 -44%
ClearBridge Investments
46
ClearBridge Investments
New York
$24.3M +$293K +2,991 +1%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$22.6M -$903K -9,221 -4%
MCM
48
Maltese Capital Management
New York
$21.4M +$2.2M +22,500 +12%
SCA
49
Stieven Capital Advisors
Missouri
$21M -$294K -3,000 -1%
Westfield Capital Management
50
Westfield Capital Management
Massachusetts
$20.6M -$10.3M -105,353 -34%
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