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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.

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$14.4M
2
WCM
2
Wedge Capital Management
North Carolina
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$23.4M
5
MAM
5
Martingale Asset Management
Massachusetts
$2.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$450M 6,203,395 +19,328 +0.3%
BlackRock
2
BlackRock
New York
$437M 6,018,531 -137,909 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$303M 4,170,439 +554,047 +15%
State Street
4
State Street
Massachusetts
$203M 2,795,528 +112,337 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$195M 2,685,338 +86,976 +3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$142M 1,955,076 +41,204 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$133M 1,831,933 +33,860 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$94.9M 1,307,040 +67,466 +5%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$70.1M 964,636 +1,321 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$68.6M 945,321 +48,339 +5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$62.6M 862,143 +64,562 +8%
CCM
12
Channing Capital Management
Illinois
$62.4M 859,195 +181,156 +27%
Capital International Investors
13
Capital International Investors
California
$58.9M 811,602 +144,433 +22%
NRCM
14
North Reef Capital Management
California
$58.6M 806,865 +295,897 +58%
Federated Hermes
15
Federated Hermes
Pennsylvania
$50.8M 699,565 +6,498 +0.9%
VLKIM
16
Van Lanschot Kempen Investment Management
Netherlands
$48.8M 671,714 -17,815 -3%
Norges Bank
17
Norges Bank
Norway
$48.5M 667,878 +8,950 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.8M 657,664 +4,567 +0.7%
Fisher Asset Management
19
Fisher Asset Management
Washington
$47.5M 653,476 +6,477 +1%
PFM
20
Premier Fund Managers
United Kingdom
$46.4M 636,176 -6,925 -1%
RP
21
Reinhart Partners
Wisconsin
$45.2M 621,927 +13,227 +2%
Boston Partners
22
Boston Partners
Massachusetts
$42.3M 568,056 -16,684 -3%
Northern Trust
23
Northern Trust
Illinois
$41.9M 576,427 +117,659 +26%
GKIM
24
GW&K Investment Management
Massachusetts
$40.5M 557,178 +140,177 +34%
Charles Schwab
25
Charles Schwab
California
$37.3M 513,194 +13,609 +3%
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