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Wintrust Financial

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $3.43M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.19% less ownership

Funds ownership: 92.5%92.31% (-0.19%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

3% less funds holding

Funds holding: 396384 (-12)

9% less capital invested

Capital invested by funds: $4.5B → $4.11B (-$392M)

12% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 59

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.12%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
276
PL Capital Advisors
Florida
$255K +$299K +3,500 New
CAM
277
Cresset Asset Management
Illinois
$253K +$296K +3,463 New
AT
278
American Trust
Kentucky
$251K -$81.1K -949 -22%
XT
279
XTX Topco
Cayman Islands
$245K +$287K +3,362 New
MML Investors Services
280
MML Investors Services
Massachusetts
$244K +$33.3K +389 +13%
LTI
281
Laffer Tengler Investments
Tennessee
$239K -$5.04K -59 -2%
Mitsubishi UFJ Trust & Banking
282
Mitsubishi UFJ Trust & Banking
Japan
$236K +$10.5K +123 +4%
RJT
283
Raymond James Trust
Florida
$235K +$65.1K +761 +31%
JMPWA
284
JP Morgan Private Wealth Advisors
California
$235K +$275K +3,218 New
TC
285
Telemus Capital
Michigan
$235K +$67K +783 +32%
URS
286
Utah Retirement Systems
Utah
$233K
Bessemer Group
287
Bessemer Group
New Jersey
$233K +$158K +1,846 +136%
WT
288
Whittier Trust
California
$231K
RIL
289
Rothschild Investment LLC
Illinois
$225K
TCA
290
Trifecta Capital Advisors
Illinois
$224K +$263K +3,071 New
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$221K +$259K +3,027 New
SCM
292
Shelton Capital Management
Colorado
$221K
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$217K +$255K +2,978 New
NC
294
NinePointTwo Capital
California
$212K
RVPG
295
Relative Value Partners Group
$210K
VST
296
Van Strum & Towne
California
$209K
SP
297
Symmetry Partners
Connecticut
$203K
GI
298
Gradient Investments
Minnesota
$174K
S
299
SignatureFD
Georgia
$149K +$6.07K +71 +4%
PMFA
300
Plante Moran Financial Advisors
Michigan
$129K +$119K +1,386 +367%