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Wintrust Financial
WTFC

Overview Fund Activity

197 hedge funds and large institutions have $2.4B invested in Wintrust Financial in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
24
Increased
79
Reduced
64
Closed
15
Calls
$630K
Puts
–
Net Calls
+$630K
Net Calls Change
+$305K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$78.5M
2
Citadel Advisors
Citadel Advisors
Florida
$30.7M
3
WCM Investment Management
WCM Investment Management
California
$14.7M
4
State Street
State Street
Massachusetts
$134M
5
TA
Teachers Advisors
New York
$14.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$90.1M
2
TSW
Thompson Siegel & Walmsley
Virginia
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$14.2M
4
BCM
Basswood Capital Management
New York
$3.06M
5
ClearBridge Investments
ClearBridge Investments
New York
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Bridgeway Capital Management
Texas
$374K – – –
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$364K -$602K -11,276 -62%
LPL Financial
153
LPL Financial
California
$361K +$36.6K +693 +11%
SAM
154
Symphony Asset Management
California
$351K -$344K -6,447 -50%
MSA
155
Mason Street Advisors
Wisconsin
$350K +$14.4K +269 +4%
CIM
156
CIM Investment Management
Pennsylvania
$345K – – –
NI
157
Numeric Investors
Massachusetts
$304K +$304K +5,700 New
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$299K +$10.5K +196 +4%
PI
159
PineBridge Investments
New York
$293K -$354K -6,628 -55%
GLA
160
Great Lakes Advisors
Illinois
$286K -$98.6K -1,847 -26%
VRS
161
Virginia Retirement Systems
Virginia
$283K +$283K +5,300 New
MAM
162
Martingale Asset Management
Massachusetts
$281K -$2.72M -50,887 -91%
AB
163
Amalgamated Bank
New York
$261K +$261K +4,893 New
UCFA
164
United Capital Financial Advisors
Texas
$259K +$4.75K +89 +2%
AIM
165
Avity Investment Management
Connecticut
$224K – – –
ZIM
166
Zacks Investment Management
Illinois
$220K +$220K +4,117 New
Canada Life
167
Canada Life
Manitoba, Canada
$214K – – –
BlackRock
168
BlackRock
New York
$213K +$149K +2,798 +233%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$205K +$205K +3,837 New
POA
170
Pergamon Offshore Advisors
New York
$203K +$203K +3,800 New
SO
171
STRS Ohio
Ohio
$176K -$1.35M -25,400 -89%
Victory Capital Management
172
Victory Capital Management
Texas
$122K +$122K +2,285 New
TRCT
173
Tower Research Capital (TRC)
New York
$108K -$168K -3,156 -61%
AAM
174
Advisors Asset Management
Colorado
$108K +$108K +2,016 New
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$98K -$75.5K -1,410 -44%
5 6
7
8 9