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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
Deutsche Bank
201
Deutsche Bank
Germany
$880K +$32.7K +334 +4%
TI
202
Tidal Investments
Wisconsin
$836K +$831K +8,484 New
TAF
203
Tredje AP-fonden
Sweden
$834K – – –
HPCM
204
Hunter Perkins Capital Management
Illinois
$823K +$191K +1,955 +31%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$806K +$50.9K +520 +7%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$771K +$15.5K +158 +2%
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$767K -$3.1M -31,655 -80%
PRC
208
Pearl River Capital
Michigan
$767K +$762K +7,778 New
AI
209
Atria Investments
North Carolina
$761K +$756K +7,720 New
SSA
210
Schonfeld Strategic Advisors
New York
$737K -$10.3M -105,157 -93%
P
211
Pitcairn
Pennsylvania
$726K +$55.8K +570 +8%
EI
212
Ethic Inc
New York
$715K +$30.2K +308 +4%
PAS
213
Park Avenue Securities
New York
$689K +$36.6K +374 +6%
VI
214
Versor Investments
New York
$660K – – –
X
215
Xponance
Pennsylvania
$652K -$64.8K -662 -9%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$651K – – –
UCFA
217
United Capital Financial Advisors
Texas
$643K -$210K -2,148 -25%
CL
218
CSS LLC
Illinois
$619K – – –
CCIA
219
Campbell & Co Investment Adviser
Maryland
$617K +$613K +6,260 New
FIM
220
Freedom Investment Management
Connecticut
$617K +$4.31K +44 +0.7%
AG
221
Algert Global
California
$613K +$609K +6,217 New
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$612K -$2.15K -22 -0.4%
Jane Street
223
Jane Street
New York
$612K -$205K -2,091 -25%
MML Investors Services
224
MML Investors Services
Massachusetts
$601K -$31.7K -324 -5%
Squarepoint
225
Squarepoint
New York
$593K +$590K +6,021 New
7 8
9
10 11

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.