WTFC icon

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.

New
Increased
Maintained
Reduced
Closed
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
Capital International Investors
California
$145M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
North Reef Capital Management
California
$6.49M
2
Millennium Management
Millennium Management
New York
$17.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
SIS
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
176
Oppenheimer Asset Management
New York
$1.27M -$6.68K -72 -0.5%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$1.26M +$4.45K +48 +0.4%
AIP
178
Ameritas Investment Partners
Nebraska
$1.25M -$19.2K -207 -2%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M +$104K +1,116 +9%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$1.19M -$37.1K -400 -3%
CIC
181
Cornercap Investment Counsel
Georgia
$1.19M +$464 +5 +0%
HighTower Advisors
182
HighTower Advisors
Illinois
$1.17M +$47.4K +512 +4%
CIP
183
Chartwell Investment Partners
Pennsylvania
$1.15M -$156K -1,681 -12%
NMERB
184
New Mexico Educational Retirement Board
New Mexico
$1.15M – – –
PAM
185
Panagora Asset Management
Massachusetts
$1.1M +$1.1M +11,847 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$1.09M -$82.6K -891 -7%
KeyBank National Association
187
KeyBank National Association
Ohio
$1.08M -$33.7K -363 -3%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$1.07M +$1.07M +11,522 New
EMFAT
189
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.06M – – –
QCM
190
Quantinno Capital Management
New York
$1.06M +$85.6K +923 +9%
FFM
191
Forum Financial Management
Illinois
$1.01M +$31.9K +344 +3%
KBC Group
192
KBC Group
Belgium
$1.01M +$49.4K +532 +5%
CIA
193
Concurrent Investment Advisors
Florida
$942K +$942K +10,152 New
OTL
194
Oak Thistle LLC
New York
$911K +$911K +9,823 New
LPL Financial
195
LPL Financial
California
$906K -$7.05K -76 -0.8%
EGM
196
Engineers Gate Manager
New York
$896K +$896K +9,663 New
Walleye Trading
197
Walleye Trading
New York
$883K +$422K +4,546 +91%
Creative Planning
198
Creative Planning
Kansas
$876K +$302K +3,254 +53%
CAN
199
Cetera Advisor Networks
California
$874K -$24.3K -262 -3%
JFG
200
Jefferies Financial Group
New York
$867K +$867K +9,350 New
6 7
8
9 10