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Wintrust Financial

173 hedge funds and large institutions have $1.72B invested in Wintrust Financial in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $584K

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $1.45B → $1.72B (+$272M)

9% more funds holding

Funds holding: 159173 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
85
Reduced
41
Closed
8
Calls
$3.9M
Puts
$584K
Net Calls
+$3.31M
Net Calls Change
+$684K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$124M +$7.52M +184,953 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$103M -$817K -20,100 -0.8%
Invesco
3
Invesco
Georgia
$102M +$16.8M +413,596 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$94.2M +$10.4M +255,231 +13%
BFA
5
BlackRock Fund Advisors
California
$88.8M +$11M +271,851 +14%
WHG
6
Westwood Holdings Group
Texas
$72.2M -$2.17M -53,481 -3%
Jennison Associates
7
Jennison Associates
New York
$70M -$8.78M -216,117 -11%
State Street
8
State Street
Massachusetts
$66.5M -$1M -24,609 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$60.9M +$1.03M +25,320 +2%
KAM
10
Keeley Asset Management
Illinois
$59.8M +$3.17M +77,950 +6%
Ameriprise
11
Ameriprise
Minnesota
$45.5M +$2.58M +63,593 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44.7M +$2.42M +59,532 +6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$42.8M +$42.3M +1,041,130 New
BIT
14
BlackRock Institutional Trust
California
$42.3M +$216K +5,324 +0.5%
Northern Trust
15
Northern Trust
Illinois
$37.5M +$831K +20,448 +2%
HIM
16
Hermes Investment Management
United Kingdom
$36.8M +$3.75M +92,158 +11%
BCM
17
Basswood Capital Management
New York
$29.4M +$2.56M +62,981 +10%
DIA
18
Denver Investment Advisors
Colorado
$26.8M +$8.28M +203,700 +45%
GC
19
Guggenheim Capital
Illinois
$26.2M +$8.13M +200,048 +46%
TSW
20
Thompson Siegel & Walmsley
Virginia
$20.5M -$614K -15,094 -3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$19.4M -$79.3K -1,951 -0.4%
BFC
22
Banc Funds Company
Illinois
$19.2M -$877K -21,565 -4%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$19M -$228K -5,600 -1%
MCM
24
Maltese Capital Management
New York
$18M -$2.85M -70,000 -14%
ClearBridge Investments
25
ClearBridge Investments
New York
$17.6M +$1.68M +41,228 +11%