WTFC icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$576M 6,208,585 +7,976 +0.1%
BlackRock
2
BlackRock
New York
$538M 5,803,360 +11,387 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M 4,298,290 -353,091 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$266M 2,866,032 +80,526 +3%
State Street
5
State Street
Massachusetts
$243M 2,622,341 +94,029 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$171M 1,843,679 +79,672 +5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$152M 1,642,277 -190,900 -10%
Capital International Investors
8
Capital International Investors
California
$145M 1,566,003 +693,452 +79%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$115M 1,241,684 +69,442 +6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$97.2M 1,047,788 -96,069 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$92.3M 994,525 +30,623 +3%
Invesco
12
Invesco
Georgia
$88.4M 953,537 +237,284 +33%
Principal Financial Group
13
Principal Financial Group
Iowa
$79.8M 860,623 +497,065 +137%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$75.3M 812,280 +500,697 +161%
Federated Hermes
15
Federated Hermes
Pennsylvania
$73.1M 788,615 +11,969 +2%
CCM
16
Channing Capital Management
Illinois
$69.9M 754,025 -86,484 -10%
RP
17
Reinhart Partners
Wisconsin
$66.4M 716,105 +63,899 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$65.7M 707,970 +66,533 +10%
Morgan Stanley
19
Morgan Stanley
New York
$64.7M 698,094 +381,104 +120%
Norges Bank
20
Norges Bank
Norway
$61.9M 667,366 -4,946 -0.7%
PFM
21
Premier Fund Managers
United Kingdom
$59.8M 636,176 – –
Boston Partners
22
Boston Partners
Massachusetts
$58.8M 627,113 -16,937 -3%
Jennison Associates
23
Jennison Associates
New York
$55.3M 596,632 +301,528 +102%
Northern Trust
24
Northern Trust
Illinois
$53.4M 575,704 +10,133 +2%
American Century Companies
25
American Century Companies
Missouri
$53.1M 572,932 +89,205 +18%
1
2 3 4 5