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Wintrust Financial

316 hedge funds and large institutions have $4.37B invested in Wintrust Financial in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

5% more funds holding

Funds holding: 300316 (+16)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $4.4B → $4.37B (-$34.6M)

1.87% less ownership

Funds ownership: 91.08%89.2% (-1.9%)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 117

50% less call options, than puts

Call options by funds: $847K | Put options by funds: $1.7M

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
46
Increased
98
Reduced
117
Closed
28
Calls
$847K
Puts
$1.7M
Net Calls
-$855K
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
251
M&T Bank
New York
$277K +$292K +3,182 New
BCM
252
Brookstone Capital Management
Illinois
$257K
GCA
253
Greenwood Capital Associates
South Carolina
$253K -$120K -1,304 -31%
MFW
254
Meristem Family Wealth
Minnesota
$252K +$275 +3 +0.1%
RWMH
255
Riverpoint Wealth Management Holdings
Illinois
$249K -$24.6K -268 -9%
1CM
256
1492 Capital Management
Wisconsin
$245K
EIM
257
Essex Investment Management
Massachusetts
$244K
WAM
258
World Asset Management
Michigan
$242K -$8.54K -93 -3%
PG
259
Pendal Group
Australia
$242K -$22.6K -246 -8%
RWP
260
RWA Wealth Partners
Massachusetts
$238K
ED
261
Exane Derivatives
France
$218K -$53.8K -586 -19%
DP
262
Dearborn Partners
Illinois
$213K
CAG
263
Csenge Advisory Group
Florida
$209K -$19K -207 -8%
IWA
264
Inspirion Wealth Advisors
Illinois
$207K
AI
265
Atria Investments
North Carolina
$204K +$215K +2,341 New
FGAM
266
Financial Gravity Asset Management
Texas
$201K +$207K +2,258 New
MAM
267
Meeder Asset Management
Ohio
$192K
C
268
Cerebellum
California
$175K -$10.2K -111 -5%
CWM
269
Cornerstone Wealth Management
Missouri
$171K +$1.38M +15,079 New
AG
270
Advisor Group
Arizona
$156K -$8.17K -89 -5%
CG
271
Cutler Group
California
$138K +$143K +1,557 +5,023%
Fuller & Thaler Asset Management
272
Fuller & Thaler Asset Management
California
$96K
UFF
273
USA Financial Formulas
Michigan
$92K
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$92K +$97.4K +1,061 New
BFEC
275
Benjamin F. Edwards & Company
Missouri
$87K