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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
LC
326
Lindbrook Capital
California
$30.6K +$513 +6 +1%
PTC
327
Private Trust Company
Ohio
$29.5K -$1.8K -21 -5%
OSNBOA
328
Old Second National Bank of Aurora
Illinois
$29.2K
BAM
329
Belpointe Asset Management
Nevada
$26.6K +$16.1K +188 +106%
Nomura Asset Management
330
Nomura Asset Management
Japan
$26.3K
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$24K +$2.14K +25 +8%
UB
332
UMB Bank
Missouri
$22.7K
FHA
333
First Horizon Advisors
Tennessee
$13.4K -$5.99K -70 -28%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$12.5K -$502K -5,874 -97%
Simplex Trading
335
Simplex Trading
Illinois
$11K -$63.9K -747 -83%
QC
336
Quent Capital
New York
$10.3K
KFI
337
Key Financial Inc
Pennsylvania
$10.1K
RCM
338
Raleigh Capital Management
North Carolina
$9.17K -$5.3K -62 -33%
GRP
339
Global Retirement Partners
California
$8.78K +$9.49K +111 +383%
LF
340
Lee Financial
Texas
$8.75K +$10.1K +118 +5,900%
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$8.75K +$10.3K +120 New
PCM
342
Peregrine Capital Management
Minnesota
$8.75K +$10.3K +120 New
HCP
343
Hexagon Capital Partners
Arkansas
$8.68K +$599 +7 +6%
BIA
344
Bell Investment Advisors
California
$7.59K -$342 -4 -4%
BBHC
345
Brown Brothers Harriman & Co
New York
$7.29K -$8.55K -100 -50%
MHR
346
Matthew Hamilton Rosenberg
$7.29K
CFGS
347
Concourse Financial Group Securities
Alabama
$6.86K +$941 +11 +13%
IAIM
348
International Assets Investment Management
Florida
$6.05K +$7.1K +83 New
ST
349
Sageworth Trust
Pennsylvania
$5.03K
EI
350
Ellevest Inc
New York
$4.6K +$4.19K +49 +350%