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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M
4
CCM
Channing Capital Management
Illinois
$80.5M
5
FMI
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
FCM
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
Principal Financial Group
Iowa
$116M
5
Millennium Management
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
176
New Mexico Educational Retirement Board
New Mexico
$1.22M – – –
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$1.22M -$49.3K -500 -4%
CAM
178
Cresset Asset Management
Illinois
$1.18M +$48.3K +490 +4%
VF
179
Vest Financial
Virginia
$1.16M +$325K +3,300 +39%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$1.15M +$36.8K +382 +3%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$1.11M +$210K +2,134 +23%
CL
182
Choreo LLC
Illinois
$1.11M +$1.11M +11,209 New
KeyBank National Association
183
KeyBank National Association
Ohio
$1.11M -$11.2K -114 -1%
Creative Planning
184
Creative Planning
Kansas
$1.08M +$118K +1,200 +12%
CIP
185
Chartwell Investment Partners
Pennsylvania
$1.08M -$176K -1,784 -14%
HighTower Advisors
186
HighTower Advisors
Illinois
$1.07M -$64.8K -660 -6%
KBC Group
187
KBC Group
Belgium
$1.07M -$6.31K -64 -0.6%
LPL Financial
188
LPL Financial
California
$1.04M +$67.6K +686 +7%
CFCI
189
Comprehensive Financial Consultants Institutional
Indiana
$1.03M +$75.6K +767 +8%
SA
190
Sanctuary Advisors
Indiana
$1.02M +$1.02M +10,277 New
CIA
191
Concurrent Investment Advisors
Florida
$1.02M +$14.3K +145 +1%
Mariner
192
Mariner
Kansas
$996K +$8.18K +83 +0.8%
EMFAT
193
Emerald Mutual Fund Advisers Trust
Pennsylvania
$985K – – –
ET
194
Entropy Technologies
New York
$983K +$631K +6,400 +179%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$961K +$180K +1,829 +23%
OLA
196
Oliver Luxxe Assets
New Jersey
$945K +$29K +294 +3%
LCM
197
Legato Capital Management
California
$919K – – –
Pacer Advisors
198
Pacer Advisors
Pennsylvania
$912K +$4.93K +50 +0.5%
SC
199
Skylands Capital
Wisconsin
$897K – – –
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$893K +$22.1K +224 +3%
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8
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