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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 %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$151M 3,287,266 +128,359 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M 2,927,909 +123,380 +4%
State Street
3
State Street
Massachusetts
$124M 2,701,559 -12,819 -0.5%
Invesco
4
Invesco
Georgia
$119M 2,588,507 -544,340 -17%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$117M 2,552,100 +43,450 +2%
BFA
6
BlackRock Fund Advisors
California
$115M 2,506,151 -65,708 -3%
WHG
7
Westwood Holdings Group
Texas
$81M 1,760,552 +4,220 +0.2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$65.7M 1,428,298 +109,895 +8%
KAM
9
Keeley Asset Management
Illinois
$64.6M 1,404,931 -82,010 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$62.5M 1,358,664 -381,726 -22%
BIT
11
BlackRock Institutional Trust
California
$57.5M 1,249,865 +60,406 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.6M 1,185,951 +65,788 +6%
Ameriprise
13
Ameriprise
Minnesota
$53M 1,153,237 +54,049 +5%
Northern Trust
14
Northern Trust
Illinois
$42.4M 921,035 -100,947 -10%
HIM
15
Hermes Investment Management
United Kingdom
$34.6M 751,607 -117,109 -13%
Jennison Associates
16
Jennison Associates
New York
$32.7M 710,920 -320,002 -31%
GC
17
Guggenheim Capital
Illinois
$31.6M 686,032 +21,455 +3%
Norges Bank
18
Norges Bank
Norway
$30.9M 671,072 +335,536 +100%
DIA
19
Denver Investment Advisors
Colorado
$29.3M 636,489 -19,127 -3%
ClearBridge Investments
20
ClearBridge Investments
New York
$23.6M 512,193 +33,490 +7%
FMA
21
Fiduciary Management Associates
Illinois
$22.8M 496,360 +19,000 +4%
GT
22
Glenmede Trust
Pennsylvania
$22.3M 484,712 +56,641 +13%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$21.8M 474,257 -9,194 -2%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$21.2M 459,800 +459,800 New
BCM
25
Basswood Capital Management
New York
$20.5M 446,683 -118,794 -21%
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