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Wintrust Financial

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $3.43M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.19% less ownership

Funds ownership: 92.5%92.31% (-0.19%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

3% less funds holding

Funds holding: 396384 (-12)

9% less capital invested

Capital invested by funds: $4.5B → $4.11B (-$392M)

12% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 59

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$451M +$8.65M +101,185 +2%
BlackRock
2
BlackRock
New York
$449M +$10.2M +119,790 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$264M +$964K +11,279 +0.3%
State Street
4
State Street
Massachusetts
$196M +$16.4M +192,077 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$190M +$9.92M +115,981 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$140M +$6.42M +75,040 +4%
Victory Capital Management
7
Victory Capital Management
Texas
$131M -$40.5M -473,451 -21%
AllianceBernstein
8
AllianceBernstein
Tennessee
$90.4M -$8.46M -98,942 -7%
Millennium Management
9
Millennium Management
New York
$72M +$40.9M +477,846 +94%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$70.3M +$82.4M +963,315 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$65.4M +$2.66M +31,163 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$58.2M -$598K -6,992 -0.9%
Federated Hermes
13
Federated Hermes
Pennsylvania
$50.6M -$13M -152,073 -18%
VLKIM
14
Van Lanschot Kempen Investment Management
Netherlands
$50.3M +$2.36M +27,633 +4%
CCM
15
Channing Capital Management
Illinois
$49.5M +$58M +678,039 New
Capital International Investors
16
Capital International Investors
California
$48.7M +$57M +667,169 New
Norges Bank
17
Norges Bank
Norway
$48.1M +$1.11M +12,986 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.6M -$862K -10,075 -2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$47.2M -$2.49M -29,070 -4%
PFM
20
Premier Fund Managers
United Kingdom
$46.4M -$77K -900 -0.1%
RP
21
Reinhart Partners
Wisconsin
$44.4M +$13.5M +158,159 +35%
Morgan Stanley
22
Morgan Stanley
New York
$43.6M -$24.4M -285,680 -32%
Boston Partners
23
Boston Partners
Massachusetts
$42.1M +$409K +4,785 +0.8%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$41.9M +$5.34M +62,493 +12%
NRCM
25
North Reef Capital Management
California
$37.3M -$17M -199,105 -28%