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Wintrust Financial

298 hedge funds and large institutions have $3.93B invested in Wintrust Financial in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

25% more capital invested

Capital invested by funds: $3.14B → $3.93B (+$793M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 272298 (+26)

2.08% more ownership

Funds ownership: 89.26%91.35% (+2.1%)

30% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 116

72% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $21.5M

Holders
298
Holders Change
+26
Holders Change %
+9.56%
% of All Funds
5.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
54
Increased
81
Reduced
116
Closed
27
Calls
$5.96M
Puts
$21.5M
Net Calls
-$15.5M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
276
American International Group
New York
$7.81K -$64.2K -899 -0.9%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$7K
CTC
278
Central Trust Company
Missouri
$6K
APA
279
American Portfolios Advisors
New York
$5.84K
SIS
280
Sound Income Strategies
Florida
$4.09K +$3.86K +54 New
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$3.02K
CFGS
283
Concourse Financial Group Securities
Alabama
$3K -$1.29K -18 -33%
VCM
284
Versant Capital Management
Arizona
$3K
WT
285
Whittier Trust
California
$3K
RFA
286
Reilly Financial Advisors
California
$3K +$2.93K +41 New
IA
287
IFP Advisors
Florida
$2K -$3.86K -54 -67%
SFO
288
Standard Family Office
South Dakota
$2K
WT
289
Washington Trust
Rhode Island
$2K +$357 +5 +28%
FHA
290
First Horizon Advisors
Tennessee
$2K +$1.93K +27 New
GWM
291
Geneos Wealth Management
Colorado
$2K +$2.21K +31 New
TPCW
292
TD Private Client Wealth
New York
$1.67K
CG
293
Cutler Group
California
$1K -$5.57K -78 -78%
FPS
294
Fieldpoint Private Securities
Connecticut
$1K
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$1K +$500 +7 New
BBHC
296
Brown Brothers Harriman & Co
New York
$8
CCM
297
Channing Capital Management
Illinois
-$43.6M -714,170 Closed
GC
298
Gillson Capital
Illinois
-$9.64M -157,878 Closed
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
-$5.88M -96,304 Closed
SSA
300
Schonfeld Strategic Advisors
New York
-$5.16M -84,472 Closed