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Wintrust Financial
WTFC

Overview Fund Activity

299 hedge funds and large institutions have $4.4B invested in Wintrust Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-9
Holders Change %
-2.92%
% of All Funds
6.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
97
Reduced
126
Closed
38
Calls
$3.3M
Puts
$1.29M
Net Calls
+$2.01M
Net Calls Change
+$1.29M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$63.5M
2
State Street
State Street
Massachusetts
$284M
3
TCM
TimesSquare Capital Management
New York
$36.3M
4
BlackRock
BlackRock
New York
$614M
5
Lazard Asset Management
Lazard Asset Management
New York
$16.1M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$240M
2
Invesco
Invesco
Georgia
$68.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
$77.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.76M
5
CEP
Chicago Equity Partners
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$38.2M -$4.03M -46,822 -10%
Norges Bank
27
Norges Bank
Norway
$37.8M – – –
TCM
28
TimesSquare Capital Management
New York
$36.3M +$36.3M +421,900 New
SCM
29
Sterling Capital Management
North Carolina
$31.7M -$949K -11,031 -3%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$30.5M +$7.8M +90,694 +34%
Charles Schwab
31
Charles Schwab
California
$28.6M +$1.08M +12,557 +4%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$27.8M +$3.28M +38,165 +13%
EVM
33
Eaton Vance Management
Massachusetts
$26.4M +$13.5M +156,336 +104%
CCMG
34
Clark Capital Management Group
Pennsylvania
$25.7M +$2.07M +24,033 +9%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$24.8M -$1.04M -12,121 -4%
Stifel Financial
36
Stifel Financial
Missouri
$24.7M +$1.37M +15,911 +6%
AQR Capital Management
37
AQR Capital Management
Connecticut
$24.1M +$4.02M +46,699 +20%
Morgan Stanley
38
Morgan Stanley
New York
$23.4M +$3.27M +38,009 +16%
GC
39
Guggenheim Capital
Illinois
$23M -$3.84M -44,682 -14%
Wells Fargo
40
Wells Fargo
California
$22.5M -$1.45M -16,864 -6%
TCIM
41
TIAA CREF Investment Management
New York
$22M -$140K -1,622 -0.6%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$21.7M -$1.77M -20,579 -8%
Principal Financial Group
43
Principal Financial Group
Iowa
$21.3M +$650K +7,556 +3%
UFG
44
United Fire Group
Iowa
$19.8M – – –
CC
45
Carlson Capital
Texas
$16.7M -$1.49M -17,365 -8%
KCM
46
Kennedy Capital Management
Missouri
$16.7M -$200K -2,321 -1%
DIA
47
Denver Investment Advisors
Colorado
$16.6M -$974K -11,320 -6%
Lazard Asset Management
48
Lazard Asset Management
New York
$16.1M +$16.1M +186,905 New
PFC
49
Phocas Financial Corp
California
$15.7M -$891K -10,355 -5%
Millennium Management
50
Millennium Management
New York
$15.6M -$7.34M -85,275 -32%
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