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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
AIL
251
AGF Investments LLC
Ontario, Canada
$19K
FPFS
252
First Personal Financial Services
North Carolina
$17K
AG
253
Advisor Group
Arizona
$17K +$3.38K +47 +24%
CHP
254
Cable Hill Partners
Oregon
$16K
IA
255
IFP Advisors
Florida
$12K
GAM
256
Gemmer Asset Management
California
$9K
BBHC
257
Brown Brothers Harriman & Co
New York
$7K
NSIM
258
North Star Investment Management
Illinois
$7K +$7.18K +100 New
WCBA
259
Weaver C. Barksdale & Associates
Tennessee
$6K +$6.04K +84 New
ASN
260
Advisory Services Network
Georgia
$5K +$5.1K +71 New
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$5K +$5.25K +73 +1,825%
CT
262
Chicago Trust
Illinois
$4.44K
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$4K -$166K -2,308 -98%
GWM
264
Geneos Wealth Management
Colorado
$4K
HR
265
Howe & Rusling
New York
$4K
YWP
266
YorkBridge Wealth Partners
New York
$3K
BFEC
267
Benjamin F. Edwards & Company
Missouri
$3K +$2.8K +39 New
IWM
268
IHT Wealth Management
Illinois
$2K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$2K
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$1K +$1.08K +15 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.22K +17 New
HMS
272
Hanseatic Management Services
New Mexico
$1K +$1.44K +20 New
Walleye Trading
273
Walleye Trading
New York
$15 +$16K +223 New
KI
274
Kalmar Investments
Delaware
-$4.49M -61,865 Closed
FHAM
275
Folger Hill Asset Management
New York
-$4.4M -60,607 Closed