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Wintrust Financial

182 hedge funds and large institutions have $2.05B invested in Wintrust Financial in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$70.5M)

1% more funds holding

Funds holding: 181182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

Holders
182
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
61
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$159M +$3.05M +67,343 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$143M +$3.81M +84,069 +3%
BFA
3
BlackRock Fund Advisors
California
$129M +$14.3M +316,483 +13%
Invesco
4
Invesco
Georgia
$125M +$2.06M +45,529 +2%
State Street
5
State Street
Massachusetts
$121M -$1.24M -27,276 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$116M -$684K -15,100 -0.6%
WHG
7
Westwood Holdings Group
Texas
$82.4M +$586K +12,932 +0.7%
Jennison Associates
8
Jennison Associates
New York
$68.3M -$990K -21,873 -1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$65.7M -$1.14M -25,130 -2%
KAM
10
Keeley Asset Management
Illinois
$63.2M -$2.35M -51,970 -4%
BIT
11
BlackRock Institutional Trust
California
$56.4M -$501K -11,074 -0.9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.1M -$449K -9,924 -0.9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$50.1M -$616K -13,607 -1%
Ameriprise
14
Ameriprise
Minnesota
$48.4M +$2.16M +47,660 +5%
Northern Trust
15
Northern Trust
Illinois
$45.9M -$46.2K -1,021 -0.1%
Principal Financial Group
16
Principal Financial Group
Iowa
$30.9M +$360K +7,940 +1%
HIM
17
Hermes Investment Management
United Kingdom
$29.2M -$6.37M -140,754 -18%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$28.9M -$525K -11,600 -2%
GC
19
Guggenheim Capital
Illinois
$28.2M -$1.7M -37,532 -6%
GT
20
Glenmede Trust
Pennsylvania
$27.7M +$1.69M +37,253 +7%
FMA
21
Fiduciary Management Associates
Illinois
$24.2M +$1.38M +30,430 +6%
ClearBridge Investments
22
ClearBridge Investments
New York
$23M -$1.98M -43,789 -8%
DIA
23
Denver Investment Advisors
Colorado
$22.7M -$1.6M -35,248 -7%
BCM
24
Basswood Capital Management
New York
$20.5M -$105K -2,329 -0.5%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$20.1M -$360K -7,953 -2%