WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

350 hedge funds and large institutions have $4.14B invested in Wintrust Financial in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 152 increasing their positions, 112 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-34
Holders Change %
-8.85%
% of All Funds
5.52%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
30
Increased
152
Reduced
112
Closed
64
Calls
$8.28M
Puts
$3.64M
Net Calls
+$4.64M
Net Calls Change
+$3.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
2
GIP
Granite Investment Partners
California
$24.7M
3
NRCM
North Reef Capital Management
California
$58.6M
4
Invesco
Invesco
Georgia
$32.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$20.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$14.4M
2
WCM
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
Morgan Stanley
New York
$23.4M
5
MAM
Martingale Asset Management
Massachusetts
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$533K +$9.15K +126 +2%
PAMS
202
Pictet Asset Management (Switzerland)
Switzerland
$524K – – –
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$523K +$72.6K +1,000 +16%
CAM
204
Cresset Asset Management
Illinois
$516K +$265K +3,648 +105%
PRC
205
Pearl River Capital
Michigan
$509K -$59.3K -817 -10%
Creative Planning
206
Creative Planning
Kansas
$492K +$233K +3,214 +90%
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$491K +$257K +3,538 +110%
GCP
208
GSA Capital Partners
United Kingdom
$471K -$376K -5,189 -44%
Squarepoint
209
Squarepoint
New York
$466K +$466K +6,420 New
OQS
210
Occudo Quantitative Strategies
Florida
$464K +$464K +6,386 New
MLFP
211
MPS Loria Financial Planners
Illinois
$459K +$24.9K +343 +6%
M&T Bank
212
M&T Bank
New York
$458K -$33.9K -466 -7%
CL
213
CSS LLC
Illinois
$456K – – –
P
214
Pitcairn
Pennsylvania
$451K -$6.32K -87 -1%
AIC
215
Aurora Investment Counsel
Georgia
$434K +$434K +5,982 New
RVPG
216
Relative Value Partners Group
$434K +$225K +3,093 +107%
CFCI
217
Comprehensive Financial Consultants Institutional
Indiana
$428K +$48.5K +626 +13%
ESBC
218
E.S. Barr & Co
Kentucky
$425K – – –
SBH
219
Segall Bryant & Hamill
Illinois
$417K +$7.26K +100 +2%
CI
220
CX Institutional
Indiana
$410K -$989K -13,616 -71%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$407K -$3.91M -53,797 -91%
PP
222
Prudential plc
United Kingdom
$394K – – –
SAM
223
Securian Asset Management
Minnesota
$392K -$7.26K -100 -2%
Russell Investments Group
224
Russell Investments Group
United Kingdom
$391K -$358K -4,934 -48%
MML Investors Services
225
MML Investors Services
Massachusetts
$390K +$148K +2,033 +61%
7 8
9
10 11