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Wintrust Financial

262 hedge funds and large institutions have $2.28B invested in Wintrust Financial in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

32% more capital invested

Capital invested by funds: $1.72B → $2.28B (+$553M)

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

2% more funds holding

Funds holding: 256262 (+6)

0.3% more ownership

Funds ownership: 90.36%90.66% (+0.3%)

1% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.1M

Holders
262
Holders Change
+6
Holders Change %
+2.34%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
50
Increased
97
Reduced
88
Closed
42
Calls
$1.09M
Puts
$1.1M
Net Calls
-$13K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$232M -$2.55M -63,855 -1%
BlackRock
2
BlackRock
New York
$230M -$4.07M -102,006 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$147M +$73.9M +1,851,044 +122%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M -$14.4M -359,462 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$110M +$12.1M +302,069 +14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$109M +$5.93M +148,556 +6%
State Street
7
State Street
Massachusetts
$91.4M +$6.79M +170,010 +9%
JP Morgan Chase
8
JP Morgan Chase
New York
$81.9M -$6.95M -174,151 -8%
Federated Hermes
9
Federated Hermes
Pennsylvania
$58.6M -$1.24M -31,127 -2%
Norges Bank
10
Norges Bank
Norway
$47.8M +$10.9M +272,770 +33%
FCM
11
Frontier Capital Management
Massachusetts
$35.2M +$7.42M +185,727 +30%
Invesco
12
Invesco
Georgia
$34.4M +$2M +50,151 +7%
CCM
13
Channing Capital Management
Illinois
$33.5M +$30.6M +767,404 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32.5M +$3.64M +91,164 +14%
Jennison Associates
15
Jennison Associates
New York
$31.7M +$2.82M +70,531 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31M -$813K -20,370 -3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$30.4M -$5.08M -127,213 -15%
Fisher Asset Management
18
Fisher Asset Management
Washington
$29.6M +$9.8M +245,402 +57%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$27.3M -$5.81M -145,556 -19%
Charles Schwab
20
Charles Schwab
California
$22.1M +$824K +20,649 +4%
N
21
Nuveen
North Carolina
$22M -$1.33M -33,422 -6%
ClearBridge Investments
22
ClearBridge Investments
New York
$20.6M +$5.42M +135,806 +40%
Northern Trust
23
Northern Trust
Illinois
$20.5M -$485K -12,145 -3%
KCM
24
Kennedy Capital Management
Missouri
$19.8M +$7.64M +191,291 +73%
FCM
25
FJ Capital Management
Virginia
$19.8M +$4.67M +117,000 +35%