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Wintrust Financial

283 hedge funds and large institutions have $4.02B invested in Wintrust Financial in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 81

35% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $2.12M

6% more funds holding

Funds holding: 266283 (+17)

1.07% more ownership

Funds ownership: 91.5%92.57% (+1.1%)

4% more capital invested

Capital invested by funds: $3.88B → $4.02B (+$143M)

Holders
283
Holders Change
+17
Holders Change %
+6.39%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
117
Reduced
81
Closed
19
Calls
$2.85M
Puts
$2.12M
Net Calls
+$732K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$525M +$15.9M +213,338 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$368M +$8.33M +112,107 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$275M -$22.5M -302,515 -8%
State Street
4
State Street
Massachusetts
$233M -$4.12M -55,406 -2%
Invesco
5
Invesco
Georgia
$137M -$17.3M -233,052 -12%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$129M -$3.66M -49,241 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$128M +$19.1M +257,613 +19%
Northern Trust
8
Northern Trust
Illinois
$113M +$3.14M +42,205 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$95.6M -$915K -12,315 -1%
Jennison Associates
10
Jennison Associates
New York
$95M +$2.72M +36,660 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$88.9M -$978K -13,154 -1%
HIM
12
Hermes Investment Management
United Kingdom
$76.3M -$2.61M -35,179 -3%
WHG
13
Westwood Holdings Group
Texas
$64.7M -$8.45M -113,703 -12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$61M +$57.9M +778,500 New
GT
15
Glenmede Trust
Pennsylvania
$58.6M -$993K -13,361 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$57.6M +$1.55M +20,848 +3%
Ameriprise
17
Ameriprise
Minnesota
$51.4M +$148K +1,995 +0.3%
Prudential Financial
18
Prudential Financial
New Jersey
$51.1M +$15.5M +208,720 +47%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$46.2M +$179K +2,405 +0.4%
Bank of America
20
Bank of America
North Carolina
$42.6M +$11.2M +151,166 +39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$40.9M +$2.71M +36,476 +8%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$40.1M -$2.55M -34,368 -6%
TA
23
Teachers Advisors
New York
$39.8M -$908K -12,217 -2%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$38.3M +$595K +8,002 +2%
Norges Bank
25
Norges Bank
Norway
$34.4M -$1.22M -16,447 -4%