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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 %
IMS
151
Index Management Solutions
Pennsylvania
$220K 4,787 +3,343 +232%
CIM
152
CIM Investment Management
Pennsylvania
$210K 4,562 -140 -3%
VFA
153
Virtus Fund Advisers
Connecticut
$183K 3,971 +3,971 New
U
154
UBS
Switzerland
$154K 3,349 -170 -5%
SO
155
STRS Ohio
Ohio
$129K 2,800 -20,347 -88%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$126K 2,749 +729 +36%
Canada Life
157
Canada Life
Manitoba, Canada
$119K 2,595 – –
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$93K 2,023 +172 +9%
H
159
Hexavest
Quebec, Canada
$87K 1,900 – –
PAM
160
Paradigm Asset Management
New York
$86.5K 1,880 – –
WC
161
Whitnell & Co
Illinois
$83K 1,799 – –
Citigroup
162
Citigroup
New York
$82K 1,798 -11,126 -86%
TRCT
163
Tower Research Capital (TRC)
New York
$78K 1,694 +1,694 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$72K 1,575 +125 +9%
WIL
165
Winifred I. Li
$68K 1,470 – –
BlackRock
166
BlackRock
New York
$56K 1,202 +116 +11%
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$22K 477 – –
PMFA
168
Plante Moran Financial Advisors
Michigan
$17K 372 – –
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$17K 370 +157 +74%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$6K 138 +18 +15%
BBHC
171
Brown Brothers Harriman & Co
New York
$5K 100 – –
GAM
172
Gemmer Asset Management
California
$5K 117 – –
PTC
173
Private Trust Company
Ohio
$4K 80 – –
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$1K 32 +32 New
SCM
175
Stevens Capital Management
Pennsylvania
– – -27,443 Closed
4 5 6
7
8