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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
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$1.22M -$49K -500 -4%
CAM
177
Cresset Asset Management
Illinois
$1.18M +$48K +490 +4%
VF
178
Vest Financial
Virginia
$1.16M +$323K +3,300 +39%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$1.15M +$37.4K +382 +3%
Russell Investments Group
180
Russell Investments Group
United Kingdom
$1.11M +$209K +2,134 +23%
CL
181
Choreo LLC
Illinois
$1.11M +$1.1M +11,209 New
KeyBank National Association
182
KeyBank National Association
Ohio
$1.11M -$11.2K -114 -1%
Creative Planning
183
Creative Planning
Kansas
$1.08M +$118K +1,200 +12%
CIP
184
Chartwell Investment Partners
Pennsylvania
$1.08M -$175K -1,784 -14%
HighTower Advisors
185
HighTower Advisors
Illinois
$1.07M -$64.6K -660 -6%
KBC Group
186
KBC Group
Belgium
$1.07M -$6.27K -64 -0.6%
LPL Financial
187
LPL Financial
California
$1.04M +$67.2K +686 +7%
CFCI
188
Comprehensive Financial Consultants Institutional
Indiana
$1.03M +$75.1K +767 +8%
SA
189
Sanctuary Advisors
Indiana
$1.02M +$1.01M +10,277 New
CIA
190
Concurrent Investment Advisors
Florida
$1.02M +$14.2K +145 +1%
Mariner
191
Mariner
Kansas
$996K +$8.13K +83 +0.8%
EMFAT
192
Emerald Mutual Fund Advisers Trust
Pennsylvania
$985K – – –
ET
193
Entropy Technologies
New York
$983K +$627K +6,400 +179%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$961K +$179K +1,829 +23%
OLA
195
Oliver Luxxe Assets
New Jersey
$945K +$28.8K +294 +3%
DB
196
Danske Bank
Denmark
$924K +$918K +9,376 New
LCM
197
Legato Capital Management
California
$919K – – –
Pacer Advisors
198
Pacer Advisors
Pennsylvania
$912K +$4.9K +50 +0.5%
SC
199
Skylands Capital
Wisconsin
$897K – – –
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$893K +$21.9K +224 +3%
6 7
8
9 10

WTFC Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2024, worth a combined $5.72B — down 6.4% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WTFC positions and 27 closed out — a net gain of 12 holders — while 157 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $28.4M sold.

  • 396 institutional investors held Wintrust Financial (WTFC) as of Q2 2024, up from 388 in Q1 2024.
  • Funds reported $5.72B of Wintrust Financial stock for Q2 2024, down 6.4% quarter-over-quarter.
  • 39 funds opened new Wintrust Financial positions in Q2 2024 and 27 closed out, a net change of +12 holders.
  • The largest Wintrust Financial buyer in Q2 2024 was Fidelity Investments, an estimated $16.3M added.
  • The largest Wintrust Financial seller in Q2 2024 was William Blair Investment Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2024.