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Wintrust Financial

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

22% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 129

2% more funds holding

Funds holding: 388396 (+8)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

6% less capital invested

Capital invested by funds: $6.11B → $5.72B (-$393M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
157
Reduced
129
Closed
27
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
KI
301
Kapitalo Investimentos
Brazil
$207K +$205K +2,096 New
PCM
302
Princeton Capital Management
New Jersey
$204K +$203K +2,072 New
LI
303
LRI Investments
Florida
$191K +$189K +1,933 New
NC
304
nVerses Capital
Florida
$168K +$167K +1,700 New
TFGT
305
TS Financial Group (TSFG)
Illinois
$154K
IA
306
IFP Advisors
Florida
$150K -$3.33K -34 -2%
BTI
307
Blue Trust Inc
Georgia
$149K +$17.6K +180 +14%
TPCW
308
TD Private Client Wealth
New York
$138K -$19.8K -202 -13%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$134K +$2.94K +30 +2%
HFM
310
Harvest Fund Management
China
$128K
WTC
311
WhitTier Trust Company
Nevada
$85.4K +$8.91K +91 +12%
CMBA
312
C.M. Bidwell & Associates
Hawaii
$80.8K
GI
313
GAMMA Investing
California
$80.6K +$30.9K +315 +63%
PS
314
Principal Securities
Iowa
$77.1K +$19.9K +203 +35%
TCOV
315
Trust Company of Vermont
Vermont
$76.4K
CI Investments Inc
316
CI Investments Inc
Ontario, Canada
$68K +$588 +6 +0.9%
SC
317
Steph & Co
Wisconsin
$63.6K
Nomura Asset Management
318
Nomura Asset Management
Japan
$51.3K +$15.7K +160 +44%
FHA
319
First Horizon Advisors
Tennessee
$50.8K +$3.23K +33 +7%
AWM
320
Avior Wealth Management
Nebraska
$50.2K -$46.3K -473 -48%
HNB
321
Huntington National Bank
Ohio
$48.9K -$26.1K -266 -35%
DFA
322
DHJJ Financial Advisors
Illinois
$48.1K
LC
323
Lindbrook Capital
California
$44.8K
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$42K
QC
325
Quent Capital
New York
$40.2K +$5.58K +57 +16%