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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
Charles Schwab
26
Charles Schwab
California
$36.4M +$881K +10,308 +2%
SSA
27
Schonfeld Strategic Advisors
New York
$35.5M -$3.03M -35,427 -7%
FCM
28
Frontier Capital Management
Massachusetts
$35.2M -$17.9M -208,801 -30%
N
29
Nuveen
North Carolina
$33.9M -$9.05M -105,877 -19%
Northern Trust
30
Northern Trust
Illinois
$33.5M +$353K +4,129 +0.9%
GACM
31
Global Alpha Capital Management
Quebec, Canada
$32.7M +$1.06M +12,373 +3%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$31.7M +$849K +9,926 +2%
GKIM
33
GW&K Investment Management
Massachusetts
$30.4M +$35.7M +417,001 New
American Century Companies
34
American Century Companies
Missouri
$28.5M -$10.8M -126,492 -24%
KCM
35
Kennedy Capital Management
Missouri
$27.5M +$4.03M +47,083 +14%
WCM
36
Wedge Capital Management
North Carolina
$26.9M +$31.5M +368,405 New
Aberdeen Group
37
Aberdeen Group
United Kingdom
$25.1M -$2.85M -33,384 -9%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$25.1M -$1.07M -12,479 -4%
First Trust Advisors
39
First Trust Advisors
Illinois
$24.9M +$18.2M +213,181 +167%
Jennison Associates
40
Jennison Associates
New York
$24.6M +$11.1M +129,258 +62%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$22.4M +$22.2M +259,679 +555%
LI
42
Leeward Investments
Massachusetts
$22.2M -$1.26M -14,766 -5%
Bank of America
43
Bank of America
North Carolina
$20.6M +$6.49M +75,866 +37%
MAM
44
Martingale Asset Management
Massachusetts
$18.9M +$327K +3,830 +1%
ClearBridge Investments
45
ClearBridge Investments
New York
$18.2M +$3.06M +35,844 +17%
Principal Financial Group
46
Principal Financial Group
Iowa
$17.5M -$1.65M -19,271 -7%
WMSA
47
Weiss Multi-Strategy Advisers
New York
$16.3M +$7.99M +93,479 +72%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$15.7M -$423K -4,945 -2%
SCA
49
Stieven Capital Advisors
Missouri
$15M +$4.44M +51,900 +34%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$14.9M +$10.3M +120,775 +144%