WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

272 hedge funds and large institutions have $3.49B invested in Wintrust Financial in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
6.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
103
Reduced
88
Closed
30
Calls
$6.56M
Puts
$4.45M
Net Calls
+$2.11M
Net Calls Change
-$1.92M

Top Buyers

1
BlackRock
BlackRock
New York
$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$111M
3
State Street
State Street
Massachusetts
$198M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$39.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$109M
2
MPAM
Monarch Partners Asset Management
Massachusetts
$9.14M
3
Jennison Associates
Jennison Associates
New York
$77.7M
4
TA
Teachers Advisors
New York
$23M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
251
First Personal Financial Services
North Carolina
$17K – – –
AG
252
Advisor Group
Arizona
$17K +$3.33K +47 +24%
CHP
253
Cable Hill Partners
Oregon
$16K – – –
IA
254
IFP Advisors
Florida
$12K – – –
GAM
255
Gemmer Asset Management
California
$9K – – –
BBHC
256
Brown Brothers Harriman & Co
New York
$7K – – –
NSIM
257
North Star Investment Management
Illinois
$7K +$7K +100 New
WCBA
258
Weaver C. Barksdale & Associates
Tennessee
$6K +$6K +84 New
ASN
259
Advisory Services Network
Georgia
$5K +$5K +71 New
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$5K +$4.74K +73 +1,825%
CT
261
Chicago Trust
Illinois
$4.44K – – –
Parallax Volatility Advisers
262
Parallax Volatility Advisers
California
$4K -$168K -2,308 -98%
GWM
263
Geneos Wealth Management
Colorado
$4K – – –
HR
264
Howe & Rusling
New York
$4K – – –
YWP
265
YorkBridge Wealth Partners
New York
$3K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$3K +$3K +39 New
PFBT
267
Parkside Financial Bank & Trust
Missouri
$2K – – –
IWM
268
IHT Wealth Management
Illinois
$2K – – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$1K +$1K +15 New
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +17 New
HMS
271
Hanseatic Management Services
New Mexico
$1K +$1K +20 New
Walleye Trading
272
Walleye Trading
New York
$15 +$15 +223 New
KI
273
Kalmar Investments
Delaware
– -$4.49M -61,865 Closed
FHAM
274
Folger Hill Asset Management
New York
– -$4.4M -60,607 Closed
Fidelity Investments
275
Fidelity Investments
Massachusetts
– -$3.91M -53,800 Closed
9 10
11
12 13