WTFC icon

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.

Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
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
Norges Bank
1
Norges Bank
Norway
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$145M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$122M
4
Hudson Bay Capital Management
4
Hudson Bay Capital Management
Connecticut
$0
5
MIIM
5
Mesirow Institutional Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$744M 6,853,326 +375,486 +6%
BlackRock
2
BlackRock
New York
$653M 6,018,106 +301,105 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$559M 5,153,999 +637,072 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$355M 3,266,652 +249,357 +8%
State Street
5
State Street
Massachusetts
$285M 2,627,561 +126,724 +5%
Capital International Investors
6
Capital International Investors
California
$194M 1,786,629 – –
Victory Capital Management
7
Victory Capital Management
Texas
$145M 1,335,639 -310,497 -19%
Principal Financial Group
8
Principal Financial Group
Iowa
$142M 1,308,254 +133,311 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$125M 1,155,726 +92,995 +9%
AllianceBernstein
10
AllianceBernstein
Tennessee
$125M 1,155,079 +143,190 +14%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$124M 1,141,393 -2,372 -0.2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$122M 1,127,195 -286,401 -20%
Invesco
13
Invesco
Georgia
$116M 1,068,739 -91,299 -8%
First Trust Advisors
14
First Trust Advisors
Illinois
$101M 926,074 +192,045 +26%
CCM
15
Channing Capital Management
Illinois
$91.1M 839,486 +22,971 +3%
Federated Hermes
16
Federated Hermes
Pennsylvania
$89.2M 821,498 +6,032 +0.7%
Charles Schwab
17
Charles Schwab
California
$87.1M 802,841 +213,559 +36%
RP
18
Reinhart Partners
Wisconsin
$84.8M 781,393 +47,242 +6%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$83.3M 767,743 -35,717 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$70.8M 652,610 -21,027 -3%
American Century Companies
21
American Century Companies
Missouri
$70.2M 646,895 +120,235 +23%
VLKIM
22
Van Lanschot Kempen Investment Management
Netherlands
$67.6M 622,563 -8,261 -1%
ClearBridge Investments
23
ClearBridge Investments
New York
$66.5M 612,359 +365,617 +148%
Boston Partners
24
Boston Partners
Massachusetts
$66.4M 608,480 +9,363 +2%
Northern Trust
25
Northern Trust
Illinois
$64M 589,766 +28,953 +5%
1
2 3 4 5