We are live on ! Find out more
WTFC icon

Wintrust Financial

182 hedge funds and large institutions have $2.05B invested in Wintrust Financial in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$70.5M)

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
61
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$537K -$157K -3,475 -23%
AA
127
ALPS Advisors
Colorado
$515K -$71.4K -1,576 -13%
SG Americas Securities
128
SG Americas Securities
New York
$513K +$358K +7,904 +258%
PI
129
PineBridge Investments
New York
$493K +$19.9K +440 +4%
Morgan Stanley
130
Morgan Stanley
New York
$456K -$6.54M -144,337 -94%
OA
131
OFI Advisors
Pennsylvania
$431K +$44.6K +984 +12%
Axa
132
Axa
France
$411K
SAM
133
Symphony Asset Management
California
$404K +$143K +3,164 +58%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$395K +$382K +8,441 New
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$385K
PI
136
Placemark Investments
Illinois
$379K +$33K +729 +10%
PA
137
Profund Advisors
Maryland
$355K +$41.9K +925 +14%
GLA
138
Great Lakes Advisors
Illinois
$346K -$214K -4,734 -39%
ARTA
139
A.R.T. Advisors
New York
$343K +$127K +2,795 +61%
PAM
140
Princeton Alpha Management
New Jersey
$341K -$70.1K -1,548 -18%
Legal & General Group
141
Legal & General Group
United Kingdom
$314K -$7.06K -156 -2%
BA
142
Boston Advisors
Massachusetts
$310K +$39.8K +878 +15%
CIM
143
CIM Investment Management
Pennsylvania
$302K +$40.5K +895 +16%
Two Sigma Advisers
144
Two Sigma Advisers
New York
$299K +$289K +6,392 New
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K
IMAS
146
ID Management A/S
Denmark
$279K
AG
147
Aperio Group
California
$270K -$1.63K -36 -0.6%
EGM
148
Engineers Gate Manager
New York
$270K +$261K +5,768 New
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$250K -$8.92K -197 -4%
LPL Financial
150
LPL Financial
California
$246K +$238K +5,265 New