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Wintrust Financial

190 hedge funds and large institutions have $2.01B invested in Wintrust Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 190190 (0)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$210M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

73% less call options, than puts

Call options by funds: $4K | Put options by funds: $15K

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
81
Reduced
66
Closed
19
Calls
$4K
Puts
$15K
Net Calls
-$11K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$18.3M -$5.88M -137,231 -25%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$17.4M +$125K +2,924 +0.8%
Wells Fargo
28
Wells Fargo
California
$16.9M -$2.03M -47,313 -11%
SCM
29
Sterling Capital Management
North Carolina
$16.8M -$65.3K -1,525 -0.4%
Goldman Sachs
30
Goldman Sachs
New York
$16.2M -$5.62M -131,131 -26%
Bank of America
31
Bank of America
North Carolina
$14.9M +$5.08M +118,569 +54%
DIA
32
Denver Investment Advisors
Colorado
$14.5M +$2.9M +67,589 +26%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$12.7M +$12.2M +285,876 New
DVM
34
Dreman Value Management
Florida
$12.4M +$661K +15,435 +6%
TA
35
Teachers Advisors
New York
$11.4M -$174K -4,072 -2%
FPC
36
Falcon Point Capital
California
$11.1M +$10.8M +251,339 New
KCM
37
Kennedy Capital Management
Missouri
$10.9M +$445K +10,377 +4%
Credit Agricole
38
Credit Agricole
France
$10.6M +$9.14M +213,248 +835%
WCM Investment Management
39
WCM Investment Management
California
$10.3M -$45.5K -1,061 -0.5%
UFG
40
United Fire Group
Iowa
$10.2M
TCIM
41
TIAA CREF Investment Management
New York
$10.2M -$30.2K -704 -0.3%
USAA
42
United Services Automobile Association
Texas
$9.36M +$9.04M +211,000 New
PIM
43
Perkins Investment Management
Illinois
$9.33M +$2.64M +61,513 +41%
MCM
44
Maltese Capital Management
New York
$9.31M +$3.44M +80,400 +62%
BIM
45
BlackRock Investment Management
Delaware
$8.86M +$154K +3,594 +2%
HAI
46
Hennessy Advisors Inc
California
$8.43M +$107K +2,500 +1%
Charles Schwab
47
Charles Schwab
California
$8.39M +$154K +3,584 +2%
PFC
48
Phocas Financial Corp
California
$8.34M +$8.06M +188,171 New
Prudential Financial
49
Prudential Financial
New Jersey
$8.2M +$2.77M +64,700 +54%
PPA
50
Parametric Portfolio Associates
Washington
$7.97M +$5.29M +123,405 +219%