We are live on ! Find out more
WTFC icon

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
IB
226
Intrust Bank
Kansas
$463K +$42.9K +502 +9%
P
227
Pitcairn
Pennsylvania
$459K -$13.9K -162 -3%
CL
228
CSS LLC
Illinois
$458K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$453K
VPIM
230
Vanguard Personalized Indexing Management
California
$446K +$522K +6,109 New
WG
231
Winton Group
United Kingdom
$443K -$240K -2,812 -32%
MLFP
232
MPS Loria Financial Planners
Illinois
$436K +$1.88K +22 +0.4%
ESBC
233
E.S. Barr & Co
Kentucky
$427K -$29.9K -350 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$418K -$14.3M -167,338 -97%
SBH
235
Segall Bryant & Hamill
Illinois
$411K -$13.3K -156 -3%
SAM
236
Securian Asset Management
Minnesota
$401K -$8.55K -100 -2%
PP
237
Prudential plc
United Kingdom
$396K -$703K -8,225 -60%
SAM
238
Shell Asset Management
Netherlands
$388K -$1.54K -18 -0.3%
CAN
239
Cetera Advisor Networks
California
$378K -$48.6K -568 -10%
LCM
240
Legato Capital Management
California
$377K -$997K -11,661 -69%
IWM
241
IHT Wealth Management
Illinois
$371K -$5.13K -60 -1%
SWIG
242
Strategic Wealth Investment Group
Kentucky
$365K
TRCT
243
Tower Research Capital (TRC)
New York
$359K -$619K -7,234 -60%
Osaic Holdings
244
Osaic Holdings
Arizona
$357K +$65.3K +764 +18%
CFCI
245
Comprehensive Financial Consultants Institutional
Indiana
$357K +$66.6K +779 +19%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$353K
GAM
247
Gotham Asset Management
New York
$351K -$297K -3,472 -42%
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$347K -$173K -2,027 -30%
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$347K +$135K +1,584 +50%
PA
250
Profund Advisors
Maryland
$346K +$149K +1,743 +58%