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Wintrust Financial

190 hedge funds and large institutions have $2.01B invested in Wintrust Financial in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 190190 (0)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$210M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

73% less call options, than puts

Call options by funds: $4K | Put options by funds: $15K

Holders
190
Holders Change
Holders Change %
0%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
81
Reduced
66
Closed
19
Calls
$4K
Puts
$15K
Net Calls
-$11K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$175M +$5.68M +132,499 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M +$6.59M +153,798 +4%
BFA
3
BlackRock Fund Advisors
California
$138M +$220K +5,143 +0.2%
Invesco
4
Invesco
Georgia
$131M +$10.5M +246,215 +9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$91.1M +$22.2M +518,021 +34%
Jennison Associates
6
Jennison Associates
New York
$78.7M +$1.5M +35,050 +2%
WHG
7
Westwood Holdings Group
Texas
$72.7M +$6.23M +145,444 +10%
BIT
8
BlackRock Institutional Trust
California
$71.4M +$3.42M +79,755 +5%
State Street
9
State Street
Massachusetts
$70.2M -$1.32M -30,698 -2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$62.1M +$142K +3,325 +0.3%
Northern Trust
11
Northern Trust
Illinois
$46.3M +$493K +11,518 +1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$42.2M -$21.2M -494,430 -34%
Millennium Management
13
Millennium Management
New York
$41.1M +$14.9M +346,702 +60%
HIM
14
Hermes Investment Management
United Kingdom
$40.6M +$3.39M +79,028 +9%
GT
15
Glenmede Trust
Pennsylvania
$35.8M +$1.57M +36,668 +5%
Ameriprise
16
Ameriprise
Minnesota
$28.9M -$2.02M -47,246 -7%
KAM
17
Keeley Asset Management
Illinois
$28.6M -$5.12M -119,415 -16%
CI
18
Cambiar Investors
Colorado
$27.4M +$26.5M +619,078 New
Principal Financial Group
19
Principal Financial Group
Iowa
$27M -$3.49M -81,495 -12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M +$651K +15,193 +3%
FMA
21
Fiduciary Management Associates
Illinois
$21.1M -$1.97M -46,000 -9%
Norges Bank
22
Norges Bank
Norway
$19.8M +$2.9M +67,596 +18%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$18.7M +$273K +6,364 +2%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$18.5M -$9.69M -226,283 -35%
GC
25
Guggenheim Capital
Illinois
$18.4M -$2.56M -59,686 -13%