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Wintrust Financial
WTFC

Overview Fund Activity

348 hedge funds and large institutions have $4.31B invested in Wintrust Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
32
Increased
109
Reduced
148
Closed
31
Calls
$2.97M
Puts
$476K
Net Calls
+$2.5M
Net Calls Change
-$2.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$351M
2
Millennium Management
Millennium Management
New York
$49.9M
3
Invesco
Invesco
Georgia
$54.1M
4
SIS
Strategic Investment Solutions
Illinois
$20.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$88.5M

Top Sellers

1
State Street
State Street
Massachusetts
$191M
2
GC
Gillson Capital
Illinois
$0
3
BlackRock
BlackRock
New York
$437M
4
SSA
Schonfeld Strategic Advisors
New York
$14.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$551K -$8.31K -110 -1%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$549K -$23.8K -315 -4%
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$545K +$545K +7,219 New
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$529K +$19K +251 +4%
M&T Bank
205
M&T Bank
New York
$504K +$28.1K +372 +6%
P
206
Pitcairn
Pennsylvania
$503K +$34K +450 +7%
MLFP
207
MPS Loria Financial Planners
Illinois
$479K +$2.11K +28 +0.4%
OLA
208
Oliver Luxxe Assets
New Jersey
$476K +$476K +6,303 New
CL
209
CSS LLC
Illinois
$474K – – –
Creative Planning
210
Creative Planning
Kansas
$467K -$44.1K -584 -9%
UCFA
211
United Capital Financial Advisors
Texas
$464K +$143K +1,892 +45%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$415K +$415K +5,497 New
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$414K +$53.5K +710 +15%
PRC
214
Pearl River Capital
Michigan
$414K -$116K -1,535 -22%
TC
215
Telemus Capital
Michigan
$413K +$30.6K +405 +8%
PAS
216
Park Avenue Securities
New York
$409K +$409K +5,419 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$395K – – –
SAM
218
Shell Asset Management
Netherlands
$392K -$6.79K -90 -2%
SAM
219
Securian Asset Management
Minnesota
$391K -$16.4K -217 -4%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$390K -$418K -5,530 -52%
PFO
221
Pathstone Family Office
New Jersey
$388K +$85.7K +1,135 +28%
IB
222
Intrust Bank
Kansas
$387K +$65.7K +870 +20%
GCM
223
Gator Capital Management
Florida
$385K – – –
ESBC
224
E.S. Barr & Co
Kentucky
$385K -$56.6K -750 -13%
IWM
225
IHT Wealth Management
Illinois
$381K -$3.62K -48 -0.9%
7 8
9
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