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Wintrust Financial

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

962% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $158K

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

26% more capital invested

Capital invested by funds: $4.31B → $5.42B (+$1.11B)

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

13% more funds holding

Funds holding: 348394 (+46)

2.16% more ownership

Funds ownership: 93.28%95.44% (+2.2%)

Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.74%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$576M +$659K +7,976 +0.1%
BlackRock
2
BlackRock
New York
$538M +$941K +11,387 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M -$29.2M -353,091 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$266M +$6.66M +80,526 +3%
State Street
5
State Street
Massachusetts
$243M +$7.77M +94,029 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$171M +$6.59M +79,672 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$152M -$15.8M -190,900 -10%
Capital International Investors
8
Capital International Investors
California
$145M +$57.3M +693,452 +79%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$115M +$5.74M +69,442 +6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$97.2M -$7.94M -96,069 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$92.3M +$2.53M +30,623 +3%
Invesco
12
Invesco
Georgia
$88.4M +$19.6M +237,284 +33%
Principal Financial Group
13
Principal Financial Group
Iowa
$79.8M +$41.1M +497,065 +137%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$75.3M +$41.4M +500,697 +161%
Federated Hermes
15
Federated Hermes
Pennsylvania
$73.1M +$989K +11,969 +2%
CCM
16
Channing Capital Management
Illinois
$69.9M -$7.15M -86,484 -10%
RP
17
Reinhart Partners
Wisconsin
$66.4M +$5.28M +63,899 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$65.7M +$5.5M +66,533 +10%
Morgan Stanley
19
Morgan Stanley
New York
$64.7M +$31.5M +381,104 +120%
Norges Bank
20
Norges Bank
Norway
$61.9M -$409K -4,946 -0.7%
PFM
21
Premier Fund Managers
United Kingdom
$59.8M
Boston Partners
22
Boston Partners
Massachusetts
$58.8M -$1.4M -16,937 -3%
Jennison Associates
23
Jennison Associates
New York
$55.3M +$24.9M +301,528 +102%
Northern Trust
24
Northern Trust
Illinois
$53.4M +$838K +10,133 +2%
American Century Companies
25
American Century Companies
Missouri
$53.1M +$7.37M +89,205 +18%