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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
201
Atria Investments
North Carolina
$881K +$43.6K +402 +5%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$837K +$120K +1,105 +17%
X
203
Xponance
Pennsylvania
$773K +$54.7K +504 +8%
TRCT
204
Tower Research Capital (TRC)
New York
$763K -$708K -6,521 -48%
EI
205
Ethic Inc
New York
$725K -$32.2K -308 -4%
Axa
206
Axa
France
$724K -$5.67M -52,259 -89%
P
207
Pitcairn
Pennsylvania
$711K -$88.5K -815 -11%
UCFA
208
United Capital Financial Advisors
Texas
$707K -$651 -6 -0.1%
CL
209
CSS LLC
Illinois
$682K – – –
CCM
210
Coldstream Capital Management
Washington
$680K +$43.1K +396 +7%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$678K +$3.91K +36 +0.6%
MML Investors Services
212
MML Investors Services
Massachusetts
$673K +$11.5K +106 +2%
FFM
213
Forum Financial Management
Illinois
$658K +$18K +166 +3%
VPIM
214
Vanguard Personalized Indexing Management
California
$648K +$141K +1,301 +28%
FIM
215
Freedom Investment Management
Connecticut
$641K -$38.1K -351 -6%
PAM
216
Panagora Asset Management
Massachusetts
$631K +$631K +5,811 New
SC
217
Skylands Capital
Wisconsin
$629K -$358K -3,300 -36%
ProShare Advisors
218
ProShare Advisors
Maryland
$629K +$313K +2,885 +99%
PHS
219
Pekin Hardy Strauss
Illinois
$624K – – –
KOCAA
220
Knights of Columbus Asset Advisors
Connecticut
$617K -$2.68M -24,698 -81%
PAS
221
Park Avenue Securities
New York
$593K -$167K -1,534 -22%
CGH
222
Crossmark Global Holdings
Texas
$581K +$231K +2,132 +66%
MYIA
223
Mount Yale Investment Advisors
Colorado
$577K -$7.49K -69 -1%
D.E. Shaw & Co
224
D.E. Shaw & Co
New York
$573K -$1.56M -14,369 -73%
SPS
225
Susquehanna Portfolio Strategies
Pennsylvania
$568K – – –
7 8
9
10 11