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Wintrust Financial
WTFC

Overview Fund Activity

174 hedge funds and large institutions have $2.04B invested in Wintrust Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
73
Reduced
57
Closed
17
Calls
$492K
Puts
$363K
Net Calls
+$129K
Net Calls Change
-$286K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$21.2M
2
Norges Bank
2
Norges Bank
Norway
$30.9M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$11.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$151M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$135M

Top Sellers

1
Invesco
1
Invesco
Georgia
$119M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$62.5M
3
Jennison Associates
3
Jennison Associates
New York
$32.7M
4
BCM
4
Basswood Capital Management
New York
$20.5M
5
HIM
5
Hermes Investment Management
United Kingdom
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
26
Thompson Siegel & Walmsley
Virginia
$20.2M 438,542 +3,627 +0.8%
BFC
27
Banc Funds Company
Illinois
$19.5M 423,018 – –
VOYA Investment Management
28
VOYA Investment Management
Georgia
$19.2M 417,777 -12,200 -3%
BA
29
BlackRock Advisors
Delaware
$17.4M 378,051 +5,557 +1%
SM
30
Stratton Management
Pennsylvania
$17.3M 375,525 +52,000 +16%
Federated Hermes
31
Federated Hermes
Pennsylvania
$16.5M 359,204 +3,659 +1%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$15.2M 329,852 +4,130 +1%
Principal Financial Group
33
Principal Financial Group
Iowa
$13.5M 293,175 +1,138 +0.4%
Lazard Asset Management
34
Lazard Asset Management
New York
$12.6M 274,459 +40,162 +17%
KCM
35
Kennedy Capital Management
Missouri
$11.6M 251,156 -17,339 -6%
AQR Capital Management
36
AQR Capital Management
Connecticut
$11.4M 248,604 +237,578 +2,155%
Wells Fargo
37
Wells Fargo
California
$11.3M 246,196 +372 +0.2%
Deutsche Bank
38
Deutsche Bank
Germany
$10.7M 232,038 +110,460 +91%
UFG
39
United Fire Group
Iowa
$10.6M 230,523 – –
HAI
40
Hennessy Advisors Inc
California
$10.1M 220,000 – –
TCIM
41
TIAA CREF Investment Management
New York
$9.7M 210,759 +32,369 +18%
DVM
42
Dreman Value Management
Florida
$9.17M 199,331 -4,310 -2%
MSA
43
Mason Street Advisors
Wisconsin
$9.13M 198,950 +8,108 +4%
SBH
44
Segall Bryant & Hamill
Illinois
$8.72M 189,660 -13,167 -6%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$8.12M 176,500 +45,900 +35%
BIM
46
BlackRock Investment Management
Delaware
$7.84M 170,413 -1,804 -1%
Morgan Stanley
47
Morgan Stanley
New York
$7.33M 159,213 +50,494 +46%
Prudential Financial
48
Prudential Financial
New Jersey
$6.91M 150,249 +4,662 +3%
PFC
49
Phocas Financial Corp
California
$6.68M 145,129 +19,051 +15%
Charles Schwab
50
Charles Schwab
California
$6.39M 138,978 +7,305 +6%
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