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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
JA
276
JOYN Advisors
Georgia
$82K -$43.4K -473 -33%
WC
277
Whitnell & Co
Illinois
$72K
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$64K
MIFH
279
Migdal Insurance & Financial Holdings
Israel
$60K +$34.3K +374 +119%
GXMC
280
Global X Management Company
New York
$44K +$2.29K +25 +5%
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$38K
QCIG
282
Quad-Cities Investment Group
Iowa
$33K +$34.4K +375 New
PMFA
283
Plante Moran Financial Advisors
Michigan
$32K
VCM
284
Versant Capital Management
Arizona
$31K -$184 -2 -0.5%
HRCM
285
Hood River Capital Management
Florida
$30K +$31.4K +342 New
TF
286
Tompkins Financial
New York
$29K
CMBA
287
C.M. Bidwell & Associates
Hawaii
$29K +$30.3K +330 New
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$28K
SPIA
289
Steward Partners Investment Advisory
New York
$22K
PCG
290
Private Capital Group
Connecticut
$19K -$53.1K -579 -72%
IA
291
IFP Advisors
Florida
$18K -$1.38K -15 -7%
ASN
292
Advisory Services Network
Georgia
$16K
GAM
293
Gemmer Asset Management
California
$15K
TRCT
294
Tower Research Capital (TRC)
New York
$13K -$184K -2,007 -93%
PG
295
Patten Group
Tennessee
$11K +$11.5K +125 New
PHK
296
Point72 Hong Kong
Hong Kong
$10K +$10.6K +115 New
BBHC
297
Brown Brothers Harriman & Co
New York
$9K
NSIM
298
North Star Investment Management
Illinois
$9K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.26K +90 +529%
S
300
SignatureFD
Georgia
$7K +$2.29K +25 +48%