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Wintrust Financial

278 hedge funds and large institutions have $3.67B invested in Wintrust Financial in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.12M

14% more capital invested

Capital invested by funds: $3.23B → $3.67B (+$445M)

2.04% more ownership

Funds ownership: 88.78%90.82% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 297278 (-19)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
278
Holders Change
-19
Holders Change %
-6.4%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
104
Reduced
98
Closed
45
Calls
$1.81M
Puts
$1.12M
Net Calls
+$696K
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$405M +$12M +180,744 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M +$2.9M +43,582 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$301M +$25.3M +379,881 +10%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$172M +$7.93M +118,988 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$149M -$1.44M -21,643 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$142M +$7.27M +109,148 +6%
State Street
7
State Street
Massachusetts
$138M -$14.5M -217,637 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$98.2M +$24.1M +361,168 +35%
Federated Hermes
9
Federated Hermes
Pennsylvania
$93.4M +$15.4M +230,829 +21%
AL
10
AJO LP
Pennsylvania
$81M +$8.48M +127,282 +13%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$64M -$172K -2,574 -0.3%
Citadel Advisors
12
Citadel Advisors
Florida
$63.2M -$20.2M -303,361 -25%
AQR Capital Management
13
AQR Capital Management
Connecticut
$63.1M +$22.7M +340,349 +62%
Norges Bank
14
Norges Bank
Norway
$58.4M +$988K +14,824 +2%
Invesco
15
Invesco
Georgia
$55.1M +$96.1K +1,442 +0.2%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$53.8M +$7.42M +111,357 +17%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.4M +$2.11M +31,687 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$48M +$5.13M +77,006 +13%
Prudential Financial
19
Prudential Financial
New Jersey
$45.3M +$1.63M +24,430 +4%
FCM
20
Frontier Capital Management
Massachusetts
$44.8M +$42.1M +632,469 New
N
21
Nuveen
North Carolina
$42.8M -$5.17M -77,617 -11%
Jennison Associates
22
Jennison Associates
New York
$41.7M -$8.74M -131,142 -18%
Wells Fargo
23
Wells Fargo
California
$36.9M +$911K +13,669 +3%
GT
24
Glenmede Trust
Pennsylvania
$34.5M +$8.86M +132,944 +38%
Northern Trust
25
Northern Trust
Illinois
$34M +$679K +10,189 +2%