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Wintrust Financial

216 hedge funds and large institutions have $2.66B invested in Wintrust Financial in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

9% more capital invested

Capital invested by funds: $2.45B → $2.66B (+$213M)

8% more call options, than puts

Call options by funds: $540K | Put options by funds: $500K

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 218216 (-2)

Holders
216
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
84
Reduced
72
Closed
24
Calls
$540K
Puts
$500K
Net Calls
+$40K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$23.2M -$534K -9,926 -2%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$23M -$418K -7,775 -2%
Principal Financial Group
28
Principal Financial Group
Iowa
$21.4M -$9.61M -178,531 -32%
HHC
29
Hutchin Hill Capital
New York
$20.6M
SCM
30
Sterling Capital Management
North Carolina
$19.8M
GC
31
Guggenheim Capital
Illinois
$18M -$519K -9,636 -3%
Federated Hermes
32
Federated Hermes
Pennsylvania
$17.8M +$3.54M +65,762 +26%
MPAM
33
Monarch Partners Asset Management
Massachusetts
$17M +$16.4M +305,482 New
DIA
34
Denver Investment Advisors
Colorado
$16.8M -$261K -4,850 -2%
FP
35
Foundry Partners
Minnesota
$13.9M +$633K +11,756 +5%
BIM
36
BlackRock Investment Management
Delaware
$12.9M +$546K +10,152 +5%
UFG
37
United Fire Group
Iowa
$12.8M
FPC
38
Falcon Point Capital
California
$12.8M +$2.5M +46,458 +24%
Charles Schwab
39
Charles Schwab
California
$12.5M +$1.61M +29,880 +15%
KCM
40
Kennedy Capital Management
Missouri
$12.2M -$704K -13,087 -6%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$12.1M -$8.09M -150,375 -41%
BA
42
BlackRock Advisors
Delaware
$12M +$8.08M +150,206 +231%
PFC
43
Phocas Financial Corp
California
$11.9M +$701K +13,021 +7%
SCA
44
Stieven Capital Advisors
Missouri
$11.1M +$199K +3,700 +2%
Credit Agricole
45
Credit Agricole
France
$10.8M
PCM
46
Peregrine Capital Management
Minnesota
$10.7M +$10.4M +192,701 New
PPA
47
Parametric Portfolio Associates
Washington
$10.6M +$386K +7,166 +4%
JP Morgan Chase
48
JP Morgan Chase
New York
$9.73M +$1.77M +32,890 +23%
MPI
49
Mairs & Power Inc
Minnesota
$9.4M +$468K +8,700 +5%
JAM
50
Jacobs Asset Management
New York
$9.17M