We are live on ! Find out more
WTFC icon

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
CHP
301
Cable Hill Partners
Oregon
$6K
QCG
302
Quadrant Capital Group
Ohio
$5K
OWA
303
One Wealth Advisors
California
$5K +$4.77K +52 New
YWP
304
YorkBridge Wealth Partners
New York
$4K
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$3K -$275 -3 -9%
Parallax Volatility Advisers
306
Parallax Volatility Advisers
California
$3K
SWM
307
SeaCrest Wealth Management
New York
$3K
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
TWA
309
TCI Wealth Advisors
Arizona
$2K +$1.65K +18 New
CAW
310
Cornerstone Advisors (Washington)
Washington
$1K
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$1K
ZB
312
Zions Bancorporation
Utah
$1K
RAM
313
Riggs Asset Management
Pennsylvania
$1K +$1.47K +16 New
AIL
314
AGF Investments LLC
Ontario, Canada
$36 +$37.3K +406 New
CC
315
Carlson Capital
Texas
-$16.7M -194,276 Closed
MFIMFI
316
Mesirow Financial Investment Management - Fixed Income
Illinois
-$11.7M -135,955 Closed
AC
317
Ascend Capital
California
-$8.56M -99,526 Closed
Renaissance Technologies
318
Renaissance Technologies
New York
-$5.09M -59,200 Closed
MAP
319
Moody Aldrich Partners
Massachusetts
-$4.23M -49,163 Closed
BCM
320
BHZ Capital Management
California
-$3.97M -46,170 Closed
FHAM
321
Folger Hill Asset Management
New York
-$3.97M -46,100 Closed
CG
322
Clinton Group
New York
-$962K -11,184 Closed
DCM
323
Dupont Capital Management
Delaware
-$907K -10,537 Closed
NSEDCP
324
NJ State Employees Deferred Compensation Plan
New Jersey
-$861K -10,000 Closed
QIM
325
Quantitative Investment Management
Virginia
-$860K -10,000 Closed