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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
4
Millennium Management
New York
$40.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
2
Jennison Associates
New York
$39.2M
3
Norges Bank
3
Norges Bank
Norway
$51.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$1.21M -$113K -1,077 -9%
CAM
177
Cresset Asset Management
Illinois
$1.19M +$325K +3,112 +37%
KeyBank National Association
178
KeyBank National Association
Ohio
$1.19M -$23.6K -226 -2%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$1.19M -$27.5K -267 -2%
HCA
180
Harbor Capital Advisors
Illinois
$1.18M +$1.18M +11,269 New
FFM
181
Forum Financial Management
Illinois
$1.14M – – –
KBC Group
182
KBC Group
Belgium
$1.14M +$3.13K +30 +0.3%
CIC
183
Cornercap Investment Counsel
Georgia
$1.11M -$227K -2,176 -17%
CIA
184
Concurrent Investment Advisors
Florida
$1.06M +$731 +7 +0.1%
Mariner
185
Mariner
Kansas
$1.05M +$211K +2,021 +25%
EMFAT
186
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.04M -$146K -1,400 -12%
LPL Financial
187
LPL Financial
California
$1.03M +$11.8K +113 +1%
Creative Planning
188
Creative Planning
Kansas
$1.02M +$33.6K +322 +3%
CFCI
189
Comprehensive Financial Consultants Institutional
Indiana
$1.01M +$50.9K +488 +5%
LCM
190
Legato Capital Management
California
$973K – – –
OLA
191
Oliver Luxxe Assets
New Jersey
$970K +$16.4K +157 +2%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$961K +$104 +1 +0%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$958K +$68K +651 +8%
CAN
194
Cetera Advisor Networks
California
$955K -$29K -278 -3%
SC
195
Skylands Capital
Wisconsin
$950K -$10.4K -100 -1%
Capstone Investment Advisors
196
Capstone Investment Advisors
New York
$927K +$591K +5,661 +176%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$922K -$24.8K -238 -3%
UCFA
198
United Capital Financial Advisors
Texas
$905K +$12.9K +124 +1%
Deutsche Bank
199
Deutsche Bank
Germany
$897K +$437K +4,189 +95%
VF
200
Vest Financial
Virginia
$887K +$621K +5,946 +233%
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