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Wintrust Financial

256 hedge funds and large institutions have $1.72B invested in Wintrust Financial in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 89 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.46% less ownership

Funds ownership: 90.82%90.36% (-0.46%)

7% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 89

8% less funds holding

Funds holding: 278256 (-22)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

32% less call options, than puts

Call options by funds: $535K | Put options by funds: $785K

53% less capital invested

Capital invested by funds: $3.67B → $1.72B (-$1.95B)

Holders
256
Holders Change
-22
Holders Change %
-7.91%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
45
Increased
83
Reduced
89
Closed
61
Calls
$535K
Puts
$785K
Net Calls
-$250K
Net Calls Change
-$946K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$177M +$7.12M +128,343 +2%
BlackRock
2
BlackRock
New York
$177M -$18.8M -337,998 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$121M -$30.6M -550,549 -13%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$77.4M -$4.23M -76,174 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$72.6M +$11.4M +204,866 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$67.4M -$2.76M -49,755 -2%
State Street
7
State Street
Massachusetts
$63.3M -$1.54M -27,799 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$49.9M +$7.4M +133,282 +10%
Federated Hermes
9
Federated Hermes
Pennsylvania
$45.2M +$3.26M +58,653 +4%
GT
10
Glenmede Trust
Pennsylvania
$34.5M
AQR Capital Management
11
AQR Capital Management
Connecticut
$29.1M -$211K -3,809 -0.4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$27.1M -$4.32M -77,920 -9%
Norges Bank
13
Norges Bank
Norway
$27.1M
Citadel Advisors
14
Citadel Advisors
Florida
$26.9M -$4.06M -73,093 -8%
AL
15
AJO LP
Pennsylvania
$26.2M -$19.2M -345,968 -30%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$25.4M +$728K +13,124 +2%
Invesco
17
Invesco
Georgia
$24.2M -$2.2M -39,585 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24M +$2.66M +47,995 +7%
Jennison Associates
19
Jennison Associates
New York
$21.6M +$3.85M +69,362 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.5M -$1.31M -23,546 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$20.8M +$33.2M +598,938 +1,722%
FCM
22
Frontier Capital Management
Massachusetts
$20.4M -$650K -11,713 -2%
N
23
Nuveen
North Carolina
$17.7M -$3.58M -64,580 -11%
Wells Fargo
24
Wells Fargo
California
$16.4M -$1.14M -20,460 -4%
Charles Schwab
25
Charles Schwab
California
$16M +$1.61M +28,995 +6%