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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
FRA
351
Front Row Advisors
California
$4K +$4.19K +49 New
SIS
352
Sound Income Strategies
Florida
$3.97K
CFD
353
Creative Financial Designs
Indiana
$3.94K +$4.62K +54 New
RFG
354
RFP Financial Group
Georgia
$3.43K
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$3.28K +$3.85K +45 New
IA
356
IFP Advisors
Florida
$2.98K -$6.24K -73 -70%
VCM
357
Versant Capital Management
Arizona
$2.33K
CTC
358
Central Trust Company
Missouri
$2.19K
JWA
359
JFS Wealth Advisors
Pennsylvania
$2.04K -$2.05K -24 -46%
SFG
360
Steward Financial Group
Texas
$2K +$1.63K +19 +86%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$1.97K
CA
362
Clearstead Advisors
Ohio
$1.82K +$2.14K +25 New
AF
363
Allworth Financial
California
$1.6K -$14.7K -172 -89%
SC
364
Schubert & Co
Texas
$1.6K -$855 -10 -31%
WT
365
Washington Trust
Rhode Island
$1.39K -$171 -2 -10%
MIA
366
Milestone Investment Advisors
Wisconsin
$1.31K +$1.54K +18 New
MFT
367
Moisand Fitzgerald Tamayo
Florida
$1.17K
DI
368
Disciplined Investments
Oklahoma
$1.02K +$257 +3 +27%
FMP
369
Financial Management Professionals
Texas
$1K
HFS
370
Hantz Financial Services
Michigan
$1K
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$876
HI
372
Harbour Investments
Wisconsin
$803
AWM
373
Avior Wealth Management
Nebraska
$729 +$855 +10 New
FFA
374
Farther Finance Advisors
California
$657
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$649 +$12.7K +149 +2%