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Wintrust Financial
WTFC

Overview Fund Activity

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$75.3M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$31.3M

Top Sellers

1
NRCM
1
North Reef Capital Management
California
$6.49M
2
Millennium Management
2
Millennium Management
New York
$17.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SIS
5
Strategic Investment Solutions
Illinois
$383K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
201
Legato Capital Management
California
$865K +$865K +9,325 New
CFCI
202
Comprehensive Financial Consultants Institutional
Indiana
$854K +$76.8K +828 +10%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$854K +$374K +4,037 +78%
SC
204
Skylands Capital
Wisconsin
$853K -$946K -10,200 -53%
OLA
205
Oliver Luxxe Assets
New Jersey
$847K +$262K +2,830 +45%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$841K +$5.75K +62 +0.7%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$813K -$483K -5,203 -37%
AWM
208
AE Wealth Management
Kansas
$811K +$811K +8,167 New
UCFA
209
United Capital Financial Advisors
Texas
$792K +$223K +2,404 +39%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$791K -$179K -1,927 -18%
TAF
211
Tredje AP-fonden
Sweden
$785K – – –
CAM
212
Cresset Asset Management
Illinois
$772K +$18.7K +202 +2%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$750K +$14.2K +153 +2%
Mariner
214
Mariner
Kansas
$743K +$9.09K +98 +1%
Two Sigma Advisers
215
Two Sigma Advisers
New York
$742K -$575K -6,200 -44%
Osaic Holdings
216
Osaic Holdings
Arizona
$703K -$37.2K -401 -5%
M&T Bank
217
M&T Bank
New York
$686K +$66.8K +720 +11%
QC
218
Quadrature Capital
United Kingdom
$681K +$681K +7,351 New
X
219
Xponance
Pennsylvania
$674K -$3.15K -34 -0.5%
P
220
Pitcairn
Pennsylvania
$641K +$23.5K +253 +4%
VI
221
Versor Investments
New York
$621K +$158K +1,700 +34%
Pictet Asset Management
222
Pictet Asset Management
Switzerland
$615K -$54.5K -588 -8%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$613K -$61.2K -660 -9%
DA
224
Duality Advisers
Florida
$592K +$171K +1,845 +41%
CL
225
CSS LLC
Illinois
$583K – – –
7 8
9
10 11