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Wintrust Financial

305 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $1.44M

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $3.89B → $4.11B (+$222M)

3% more funds holding

Funds holding: 297305 (+8)

0.42% less ownership

Funds ownership: 90.21%89.79% (-0.42%)

13% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 114

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
99
Reduced
114
Closed
20
Calls
$4.24M
Puts
$1.44M
Net Calls
+$2.8M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$451M +$5.55M +75,092 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M -$1.12M -15,196 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$342M -$11.7M -158,519 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$213M +$5.15M +69,751 +3%
State Street
5
State Street
Massachusetts
$193M -$33M -446,548 -16%
JP Morgan Chase
6
JP Morgan Chase
New York
$153M -$3.93M -53,224 -3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$136M -$3.73M -50,447 -3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$126M -$1.87M -25,374 -2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$104M +$1.23M +16,597 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$69.5M -$11.3M -152,427 -15%
Invesco
11
Invesco
Georgia
$66.2M +$4.05M +54,799 +7%
FCM
12
Frontier Capital Management
Massachusetts
$60.5M +$1.79M +24,218 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$58.7M -$5.2M -70,380 -9%
Jennison Associates
14
Jennison Associates
New York
$56.8M +$7.69M +104,201 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.5M -$1.75M -23,644 -4%
PFM
16
Premier Fund Managers
United Kingdom
$46.4M +$1.37M +18,585 +3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$45.9M -$1.15M -15,639 -3%
Norges Bank
18
Norges Bank
Norway
$44.6M -$7.92M -107,313 -16%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$41.7M +$38.3M +519,085 New
RP
20
Reinhart Partners
Wisconsin
$41.2M -$111K -1,497 -0.3%
N
21
Nuveen
North Carolina
$39.4M -$3.34M -45,164 -8%
VLKIM
22
Van Lanschot Kempen Investment Management
Netherlands
$38.9M +$5.11M +69,223 +17%
Millennium Management
23
Millennium Management
New York
$38.4M -$6.02M -81,513 -15%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$38.2M +$684K +9,256 +2%
Northern Trust
25
Northern Trust
Illinois
$38.1M +$434K +5,878 +1%