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Wintrust Financial

273 hedge funds and large institutions have $3.49B invested in Wintrust Financial in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

47% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $4.45M

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

5% more funds holding

Funds holding: 260273 (+13)

1.64% more ownership

Funds ownership: 94.97%96.61% (+1.6%)

2% less capital invested

Capital invested by funds: $3.57B → $3.49B (-$71.5M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
273
Holders Change
+13
Holders Change %
+5%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
103
Reduced
89
Closed
30
Calls
$6.56M
Puts
$4.45M
Net Calls
+$2.1M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$422M +$437M +6,081,431 +21,215%
Vanguard Group
2
Vanguard Group
Pennsylvania
$294M -$9.49M -132,084 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$281M -$1.98M -27,558 -0.7%
State Street
4
State Street
Massachusetts
$198M +$74.8M +1,040,715 +57%
Invesco
5
Invesco
Georgia
$142M -$9.77M -135,968 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$111M +$75.7M +1,053,900 +189%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$109M -$31.6M -440,377 -22%
Fisher Asset Management
8
Fisher Asset Management
Washington
$87.5M -$2.6M -36,124 -3%
PIM
9
Perkins Investment Management
Illinois
$86.3M -$1.9M -26,408 -2%
WHG
10
Westwood Holdings Group
Texas
$83.1M -$4.93M -68,641 -5%
Jennison Associates
11
Jennison Associates
New York
$77.7M -$20.3M -281,936 -20%
Northern Trust
12
Northern Trust
Illinois
$72.8M +$1.76M +24,468 +2%
HIM
13
Hermes Investment Management
United Kingdom
$69.1M +$982K +13,662 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$63.4M -$320K -4,450 -0.5%
GT
15
Glenmede Trust
Pennsylvania
$52.6M +$2.27M +31,529 +4%
Ameriprise
16
Ameriprise
Minnesota
$50.6M +$2.31M +32,140 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.6M +$749K +10,418 +2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$39.2M +$17M +236,884 +72%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$38.3M +$3.3M +45,972 +9%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$32M -$376K -5,228 -1%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$29M -$8.15M -113,442 -21%
BCM
22
Basswood Capital Management
New York
$28.2M +$15.1M +209,999 +106%
Norges Bank
23
Norges Bank
Norway
$28M -$4.44M -61,784 -13%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$27.8M -$523K -7,286 -2%
Bank of America
25
Bank of America
North Carolina
$26.2M -$2.8M -39,004 -9%