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Wintrust Financial
WTFC

Overview Fund Activity

308 hedge funds and large institutions have $4.22B invested in Wintrust Financial in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 112 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+26
Holders Change %
+9.22%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
112
Reduced
110
Closed
25
Calls
$2.43M
Puts
$1.71M
Net Calls
+$714K
Net Calls Change
-$18K

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$21.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$154M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$81.6M
4
O
4
OppenheimerFunds
New York
$27.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$26.6M

Top Sellers

1
Invesco
1
Invesco
Georgia
$97.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$269M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
201
Northwestern Mutual Investment Management Company
Wisconsin
$603K +$1.89K +23 +0.3%
OAM
202
Oxford Asset Management
United Kingdom
$603K +$603K +7,243 New
CIM
203
CIM Investment Management
Pennsylvania
$586K -$12.6K -153 -2%
FMT
204
First Mercantile Trust
Tennessee
$577K +$17.3K +210 +3%
SAM
205
Securian Asset Management
Minnesota
$567K -$11.4K -138 -2%
GH
206
GAM Holding
Switzerland
$549K +$242K +2,934 +79%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$544K +$4.03K +49 +0.7%
EP
208
Elkfork Partners
Oregon
$540K +$132K +1,596 +32%
AA
209
ALPS Advisors
Colorado
$539K -$48.3K -586 -8%
HW
210
Hancock Whitney
Mississippi
$519K +$519K +6,300 New
RCM
211
Riverhead Capital Management
Delaware
$482K +$115K +1,400 +31%
BCM
212
Buckhead Capital Management
Georgia
$478K – – –
LPL Financial
213
LPL Financial
California
$464K -$18.8K -228 -4%
CGH
214
Crossmark Global Holdings
Texas
$453K +$3.21K +39 +0.7%
HI
215
HBK Investments
Texas
$453K +$453K +5,500 New
Citigroup
216
Citigroup
New York
$447K +$1.81K +22 +0.4%
GHCM
217
Glen Harbor Capital Management
California
$424K +$103K +1,254 +32%
FA
218
FDx Advisors
Illinois
$406K -$34K -413 -8%
XK
219
Xact Kapitalforvaltning
Sweden
$406K +$406K +4,923 New
RJT
220
Raymond James Trust
Florida
$387K -$21.8K -265 -5%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$385K +$73.8K +897 +24%
OC
222
Oppenheimer & Co
New York
$361K +$55.2K +669 +18%
CAN
223
Cetera Advisor Networks
California
$354K – – –
UCFA
224
United Capital Financial Advisors
Texas
$349K -$16K -192 -4%
OI
225
Oakbrook Investments
Illinois
$334K -$16.5K -200 -5%
7 8
9
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