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Wintrust Financial

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

22% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 129

2% more funds holding

Funds holding: 388396 (+8)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

6% less capital invested

Capital invested by funds: $6.11B → $5.72B (-$393M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
157
Reduced
129
Closed
27
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$638M +$2.46M +25,087 +0.4%
BlackRock
2
BlackRock
New York
$563M +$1.78M +18,146 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M +$16.3M +166,702 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$297M +$14.3M +146,090 +5%
State Street
5
State Street
Massachusetts
$246M -$5.4M -55,171 -2%
Capital International Investors
6
Capital International Investors
California
$176M +$14.5M +148,544 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$162M -$11.2M -114,734 -7%
JP Morgan Chase
8
JP Morgan Chase
New York
$139M -$9.78M -99,872 -7%
Principal Financial Group
9
Principal Financial Group
Iowa
$116M -$15.2M -155,320 -12%
Invesco
10
Invesco
Georgia
$114M +$8.48M +86,601 +8%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$113M -$7.5M -76,547 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$105M +$2.33M +23,775 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$99.7M -$3.45M -35,248 -3%
CCM
14
Channing Capital Management
Illinois
$80.5M +$12.9M +132,037 +19%
Federated Hermes
15
Federated Hermes
Pennsylvania
$80.4M +$1.38M +14,087 +2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$79.2M -$323K -3,297 -0.4%
RP
17
Reinhart Partners
Wisconsin
$72.4M +$275K +2,806 +0.4%
First Trust Advisors
18
First Trust Advisors
Illinois
$72.3M +$10.7M +109,710 +18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.4M -$466K -4,758 -0.7%
VLKIM
20
Van Lanschot Kempen Investment Management
Netherlands
$62.2M +$8.3M +84,687 +16%
Charles Schwab
21
Charles Schwab
California
$58.1M +$883K +9,018 +2%
Boston Partners
22
Boston Partners
Massachusetts
$57.2M -$1.61M -16,473 -3%
Northern Trust
23
Northern Trust
Illinois
$55.3M +$4.16M +42,462 +8%
Morgan Stanley
24
Morgan Stanley
New York
$55.1M -$59K -602 -0.1%
FCM
25
Frontier Capital Management
Massachusetts
$52.3M +$126K +1,285 +0.2%