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Wintrust Financial
WTFC

Overview Fund Activity

388 hedge funds and large institutions have $6.11B invested in Wintrust Financial in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 145 reducing their positions, and 49 closing their positions.

Holders
388
Holders Change
-6
Holders Change %
-1.52%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
48
Increased
137
Reduced
145
Closed
49
Calls
$2.7M
Puts
$1.32M
Net Calls
+$1.39M
Net Calls Change
-$132K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$139M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$45.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$674M
4
Millennium Management
4
Millennium Management
New York
$40.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$57M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$41.9M
2
Jennison Associates
2
Jennison Associates
New York
$39.2M
3
Norges Bank
3
Norges Bank
Norway
$51.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$35.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$674M 6,452,753 +244,168 +4%
BlackRock
2
BlackRock
New York
$595M 5,698,855 -104,505 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$454M 4,350,225 +51,935 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$300M 2,871,205 +5,173 +0.2%
State Street
5
State Street
Massachusetts
$267M 2,556,008 -66,333 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$184M 1,760,870 -82,809 -4%
Capital International Investors
7
Capital International Investors
California
$171M 1,638,085 +72,082 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$158M 1,513,468 -128,809 -8%
Principal Financial Group
9
Principal Financial Group
Iowa
$139M 1,330,263 +469,640 +55%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$127M 1,220,312 -21,372 -2%
Invesco
11
Invesco
Georgia
$112M 1,073,437 +119,900 +13%
AllianceBernstein
12
AllianceBernstein
Tennessee
$109M 1,047,137 -651 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$108M 1,038,956 +44,431 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$84.2M 806,757 -5,523 -0.7%
Federated Hermes
15
Federated Hermes
Pennsylvania
$83.7M 801,379 +12,764 +2%
RP
16
Reinhart Partners
Wisconsin
$76.3M 731,345 +15,240 +2%
CCM
17
Channing Capital Management
Illinois
$71.5M 684,478 -69,547 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$70.8M 678,395 -29,575 -4%
First Trust Advisors
19
First Trust Advisors
Illinois
$65.2M 624,319 +104,766 +20%
Boston Partners
20
Boston Partners
Massachusetts
$63.3M 615,590 -11,523 -2%
Charles Schwab
21
Charles Schwab
California
$60.6M 580,264 +21,309 +4%
Morgan Stanley
22
Morgan Stanley
New York
$58.4M 559,154 -138,940 -20%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$57M 546,137 +176,206 +48%
American Century Companies
24
American Century Companies
Missouri
$55.3M 529,451 -43,481 -8%
FCM
25
Frontier Capital Management
Massachusetts
$55.2M 529,111 -9,378 -2%
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