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Wintrust Financial

273 hedge funds and large institutions have $3.49B invested in Wintrust Financial in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

47% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $4.45M

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

5% more funds holding

Funds holding: 260273 (+13)

1.64% more ownership

Funds ownership: 94.97%96.61% (+1.6%)

2% less capital invested

Capital invested by funds: $3.57B → $3.49B (-$71.5M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
273
Holders Change
+13
Holders Change %
+5%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
103
Reduced
89
Closed
30
Calls
$6.56M
Puts
$4.45M
Net Calls
+$2.1M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Petrus Trust Company
Texas
$201K +$208K +2,901 New
Citigroup
227
Citigroup
New York
$200K -$7.11M -99,004 -97%
PCM
228
Penserra Capital Management
California
$193K +$201K +2,796 New
EP
229
Elkfork Partners
Oregon
$188K -$6.04K -84 -3%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$187K +$194K +2,700 New
NIT
231
NumerixS Investment Technologies
British Columbia, Canada
$173K +$180K +2,500 New
RCM
232
Riverhead Capital Management
Delaware
$166K -$7.18K -100 -4%
GHCM
233
Glen Harbor Capital Management
California
$147K -$4.74K -66 -3%
VCM
234
Versant Capital Management
Arizona
$114K +$934 +13 +0.8%
NA
235
Neuburgh Advisers
California
$107K -$3.45K -48 -3%
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K -$9.13K -127 -8%
SWA
237
Sutton Wealth Advisors
Florida
$71.4K
AIM
238
Acrospire Investment Management
Illinois
$69K +$71.8K +1,000 New
WC
239
Whitnell & Co
Illinois
$58K
SPIA
240
Steward Partners Investment Advisory
New York
$54K +$56.3K +783 New
AIM
241
Assured Investment Management
New York
$52K +$53.7K +748 New
CG
242
Cutler Group
California
$48K +$50.1K +698 New
SCM
243
Segantii Capital Management
Hong Kong
$48K +$50.3K +700 New
IR
244
Invictus RG
Bermuda
$43K +$44.7K +622 New
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$35K +$6.18K +86 +20%
AIM
246
Arcadia Investment Management
Michigan
$32K +$33.8K +470 New
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
$30K
GXMC
248
Global X Management Company
New York
$28K +$29K +403 New
PMFA
249
Plante Moran Financial Advisors
Michigan
$26K
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$22K +$23.4K +325 New