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Wintrust Financial

298 hedge funds and large institutions have $3.93B invested in Wintrust Financial in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

25% more capital invested

Capital invested by funds: $3.14B → $3.93B (+$793M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 272298 (+26)

2.08% more ownership

Funds ownership: 89.26%91.35% (+2.1%)

30% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 116

72% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $21.5M

Holders
298
Holders Change
+26
Holders Change %
+9.56%
% of All Funds
5.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
54
Increased
81
Reduced
116
Closed
27
Calls
$5.96M
Puts
$21.5M
Net Calls
-$15.5M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$419M +$22.4M +314,026 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$5.06M +70,818 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$388M +$28.4M +396,978 +8%
State Street
4
State Street
Massachusetts
$199M +$50.6M +707,585 +37%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$192M -$3.23M -45,137 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$160M -$6.4M -89,565 -4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$146M -$5.86M -82,026 -4%
Federated Hermes
8
Federated Hermes
Pennsylvania
$127M +$13.9M +195,175 +13%
AllianceBernstein
9
AllianceBernstein
Tennessee
$124M +$36.8M +515,212 +46%
FCM
10
Frontier Capital Management
Massachusetts
$68.1M +$7.47M +104,612 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.5M +$4.69M +65,683 +9%
Invesco
12
Invesco
Georgia
$55.9M +$2.32M +32,514 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$55.4M -$94.8M -1,327,259 -64%
Norges Bank
14
Norges Bank
Norway
$54.7M -$15.6M -218,271 -23%
Citadel Advisors
15
Citadel Advisors
Florida
$51.1M +$22.3M +312,167 +86%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$47.5M -$2.96M -41,416 -6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$46.3M -$3.32M -46,405 -7%
Jennison Associates
18
Jennison Associates
New York
$46.2M -$7.99M -111,888 -16%
PFM
19
Premier Fund Managers
United Kingdom
$43.1M +$472K +6,600 +1%
American Century Companies
20
American Century Companies
Missouri
$42.2M +$21.2M +296,768 +114%
N
21
Nuveen
North Carolina
$39M +$510K +7,137 +1%
KCM
22
Kennedy Capital Management
Missouri
$37.4M -$1.68M -23,475 -5%
Northern Trust
23
Northern Trust
Illinois
$36.3M +$1.87M +26,218 +6%
RP
24
Reinhart Partners
Wisconsin
$36M +$7.67M +107,389 +29%
ClearBridge Investments
25
ClearBridge Investments
New York
$34.2M -$1.77M -24,807 -5%