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Wintrust Financial
WTFC

Overview Fund Activity

265 hedge funds and large institutions have $3.88B invested in Wintrust Financial in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 40 closing their positions.

Holders
265
Holders Change
-7
Holders Change %
-2.57%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
107
Reduced
94
Closed
40
Calls
$5.92M
Puts
$3.84M
Net Calls
+$2.08M
Net Calls Change
-$25K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$63.1M
2
BlackRock
2
BlackRock
New York
$496M
3
Prudential Financial
3
Prudential Financial
New Jersey
$33.9M
4
Northern Trust
4
Northern Trust
Illinois
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$351M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$1.1M
2
WHG
2
Westwood Holdings Group
Texas
$71.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$291M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$105M
5
EA
5
Emerald Advisers
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
251
Gemmer Asset Management
California
$11K +$1.92K +26 +21%
BBHC
252
Brown Brothers Harriman & Co
New York
$8K – – –
NSIM
253
North Star Investment Management
Illinois
$8K – – –
AssetMark Inc
254
AssetMark Inc
California
$8K +$8K +110 New
WCBA
255
Weaver C. Barksdale & Associates
Tennessee
$6K -$380 -5 -6%
ASN
256
Advisory Services Network
Georgia
$5K – – –
CT
257
Chicago Trust
Illinois
$4.87K -$38 -500 -0.8%
GWM
258
Geneos Wealth Management
Colorado
$4K – – –
BFEC
259
Benjamin F. Edwards & Company
Missouri
$3K – – –
YWP
260
YorkBridge Wealth Partners
New York
$3K – – –
HR
261
Howe & Rusling
New York
$2K -$1.67K -25 -45%
HMS
262
Hanseatic Management Services
New Mexico
$2K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
IWM
264
IHT Wealth Management
Illinois
$82 – – –
CC
265
Carlson Capital
Texas
– -$13.7M -198,496 Closed
MPAM
266
Monarch Partners Asset Management
Massachusetts
– -$9.14M -132,260 Closed
EMFAT
267
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$8.3M -120,117 Closed
WRF
268
Waddell & Reed Financial
Kansas
– -$7.67M -110,900 Closed
BFC
269
Banc Funds Company
Illinois
– -$7.45M -107,802 Closed
PCM
270
Piermont Capital Management
Missouri
– -$3M -43,460 Closed
EI
271
EAM Investors
California
– -$2.75M -39,833 Closed
CG
272
Clinton Group
New York
– -$1.81M -26,115 Closed
GCP
273
GSA Capital Partners
United Kingdom
– -$1.75M -25,326 Closed
Voloridge Investment Management
274
Voloridge Investment Management
Florida
– -$1.65M -23,882 Closed
PP
275
Paloma Partners
Connecticut
– -$1.52M -21,943 Closed
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11
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