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Wintrust Financial

283 hedge funds and large institutions have $4.02B invested in Wintrust Financial in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 81

35% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $2.12M

6% more funds holding

Funds holding: 266283 (+17)

1.07% more ownership

Funds ownership: 91.5%92.57% (+1.1%)

4% more capital invested

Capital invested by funds: $3.88B → $4.02B (+$143M)

Holders
283
Holders Change
+17
Holders Change %
+6.39%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
117
Reduced
81
Closed
19
Calls
$2.85M
Puts
$2.12M
Net Calls
+$732K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
251
Whitnell & Co
Illinois
$65K
Group One Trading
252
Group One Trading
Illinois
$39K +$37.2K +500 New
AIM
253
Arcadia Investment Management
Michigan
$37K
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$37K
Acadian Asset Management
255
Acadian Asset Management
Massachusetts
$34K
MIFH
256
Migdal Insurance & Financial Holdings
Israel
$32K +$74.3K +1,000 New
VCM
257
Versant Capital Management
Arizona
$29K -$25.6K -344 -48%
PMFA
258
Plante Moran Financial Advisors
Michigan
$29K
GXMC
259
Global X Management Company
New York
$26K +$520 +7 +2%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$25K
SGAM
261
Smith Group Asset Management
Texas
$21K +$20.1K +270 New
CHP
262
Cable Hill Partners
Oregon
$18K
IA
263
IFP Advisors
Florida
$17K +$1.49K +20 +10%
FPFS
264
First Personal Financial Services
North Carolina
$16K -$7.28K -98 -33%
PFC
265
Phocas Financial Corp
California
$16K +$322K +4,339 +2%
SWA
266
Sutton Wealth Advisors
Florida
$14.2K -$7.73K -104 -36%
GAM
267
Gemmer Asset Management
California
$13K +$1.49K +20 +13%
AIL
268
AGF Investments LLC
Ontario, Canada
$11K
CMBA
269
C.M. Bidwell & Associates
Hawaii
$9K -$10.4K -140 -55%
BBHC
270
Brown Brothers Harriman & Co
New York
$8K
NSIM
271
North Star Investment Management
Illinois
$8K
WCBA
272
Weaver C. Barksdale & Associates
Tennessee
$7K +$520 +7 +9%
ASN
273
Advisory Services Network
Georgia
$6K
CT
274
Chicago Trust
Illinois
$5K +$5.72K +77 +0.1%
GWM
275
Geneos Wealth Management
Colorado
$4K