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Wintrust Financial

351 hedge funds and large institutions have $4.83B invested in Wintrust Financial in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $874K

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

6% more funds holding

Funds holding: 332351 (+19)

10% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 113

3% more capital invested

Capital invested by funds: $4.68B → $4.83B (+$149M)

0.25% more ownership

Funds ownership: 90.44%90.69% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
5.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
53
Increased
124
Reduced
113
Closed
30
Calls
$2.86M
Puts
$874K
Net Calls
+$1.99M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
326
PineBridge Investments
New York
$9K +$9.74K +100 New
ST
327
Sageworth Trust
Pennsylvania
$6K
SIS
328
Sound Income Strategies
Florida
$5K
JWA
329
JFS Wealth Advisors
Pennsylvania
$5K +$2.92K +30 +150%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$4K +$292 +3 +8%
Creative Planning
331
Creative Planning
Kansas
$4K +$3.9K +40 New
CTC
332
Central Trust Company
Missouri
$3K
VCM
333
Versant Capital Management
Arizona
$3K
CI
334
Cordant Inc
Oregon
$3K +$2.92K +30 New
RCM
335
Raleigh Capital Management
North Carolina
$3K +$3.02K +31 New
FPS
336
Fieldpoint Private Securities
Connecticut
$2K
GRP
337
Global Retirement Partners
California
$2K +$2.83K +29 New
APA
338
American Portfolios Advisors
New York
$1.58K
WT
339
Washington Trust
Rhode Island
$1K -$390 -4 -20%
BWA
340
BDO Wealth Advisors
Florida
$1K
FMP
341
Financial Management Professionals
Texas
$1K
SC
342
Schubert & Co
Texas
$1K +$97 +1 +10%
DI
343
Disciplined Investments
Oklahoma
$1K +$1.36K +14 New
Simplex Trading
344
Simplex Trading
Illinois
$1K +$1.95K +20 New
SWA
345
Sutton Wealth Advisors
Florida
$929 +$292 +3 +43%
TPCW
346
TD Private Client Wealth
New York
$465 -$13.3K -137 -96%
Macquarie Group
347
Macquarie Group
Australia
$164
PAM
348
Panagora Asset Management
Massachusetts
-$10.1M -111,074 Closed
FP
349
Foundry Partners
Minnesota
-$9.77M -107,571 Closed
NRCM
350
North Reef Capital Management
California
-$7.41M -81,555 Closed