We are live on ! Find out more
WTFC icon

Wintrust Financial

216 hedge funds and large institutions have $2.66B invested in Wintrust Financial in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

9% more capital invested

Capital invested by funds: $2.45B → $2.66B (+$213M)

8% more call options, than puts

Call options by funds: $540K | Put options by funds: $500K

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 218216 (-2)

Holders
216
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
84
Reduced
72
Closed
24
Calls
$540K
Puts
$500K
Net Calls
+$40K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
201
TIAA CREF Investment Management
New York
$13K +$280K +5,212 +2%
UBS Group
202
UBS Group
Switzerland
$12K -$46.6K -866 -80%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$12K
IA
204
IFP Advisors
Florida
$9K +$4.14K +77 +86%
GAM
205
Gemmer Asset Management
California
$7K
BBHC
206
Brown Brothers Harriman & Co
New York
$6K
JFA
207
JNBA Financial Advisors
Minnesota
$6K +$5.81K +108 New
S
208
SignatureFD
Georgia
$6K +$5.81K +108 New
HR
209
Howe & Rusling
New York
$5K
ASN
210
Advisory Services Network
Georgia
$4K
AG
211
Advisor Group
Arizona
$4K +$753 +14 +18%
GWM
212
Geneos Wealth Management
Colorado
$3K +$3.28K +61 New
VOYA Investment Management
213
VOYA Investment Management
Georgia
$1.46K +$166K +3,084 +13%
ZB
214
Zions Bancorporation
Utah
$1K
CI
215
Cambiar Investors
Colorado
-$29.1M -570,227 Closed
USAA
216
United Services Automobile Association
Texas
-$10.8M -211,000 Closed
BCM
217
Basswood Capital Management
New York
-$4.15M -81,319 Closed
CC
218
Carlson Capital
Texas
-$3.4M -66,660 Closed
AC
219
Alpenglow Capital
California
-$2.95M -57,900 Closed
Two Sigma Investments
220
Two Sigma Investments
New York
-$2.62M -51,273 Closed
GLA
221
Great Lakes Advisors
Illinois
-$2.1M -41,140 Closed
Two Sigma Advisers
222
Two Sigma Advisers
New York
-$1.2M -23,492 Closed
SSA
223
Schonfeld Strategic Advisors
New York
-$1.15M -22,487 Closed
Renaissance Technologies
224
Renaissance Technologies
New York
-$796K -15,600 Closed
SM
225
Sciencast Management
New Jersey
-$459K -9,000 Closed