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Wintrust Financial

394 hedge funds and large institutions have $5.42B invested in Wintrust Financial in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

962% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $158K

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

26% more capital invested

Capital invested by funds: $4.31B → $5.42B (+$1.11B)

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

13% more funds holding

Funds holding: 348394 (+46)

2.16% more ownership

Funds ownership: 93.28%95.44% (+2.2%)

Holders
394
Holders Change
+46
Holders Change %
+13.22%
% of All Funds
5.74%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
74
Increased
146
Reduced
127
Closed
24
Calls
$1.68M
Puts
$158K
Net Calls
+$1.52M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Legato Capital Management
California
$865K +$771K +9,325 New
CFCI
202
Comprehensive Financial Consultants Institutional
Indiana
$854K +$68.4K +828 +10%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$854K +$334K +4,037 +78%
SC
204
Skylands Capital
Wisconsin
$853K -$843K -10,200 -53%
OLA
205
Oliver Luxxe Assets
New Jersey
$847K +$234K +2,830 +45%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$841K +$5.13K +62 +0.7%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$813K -$430K -5,203 -37%
AWM
208
AE Wealth Management
Kansas
$811K +$675K +8,167 New
UCFA
209
United Capital Financial Advisors
Texas
$792K +$199K +2,404 +39%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$791K -$159K -1,927 -18%
TAF
211
Tredje AP-fonden
Sweden
$785K
CAM
212
Cresset Asset Management
Illinois
$772K +$16.7K +202 +2%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$750K +$12.6K +153 +2%
Mariner
214
Mariner
Kansas
$743K +$8.1K +98 +1%
Two Sigma Advisers
215
Two Sigma Advisers
New York
$742K -$513K -6,200 -44%
Osaic Holdings
216
Osaic Holdings
Arizona
$703K -$33.1K -401 -5%
M&T Bank
217
M&T Bank
New York
$686K +$59.5K +720 +11%
QC
218
Quadrature Capital
United Kingdom
$681K +$608K +7,351 New
X
219
Xponance
Pennsylvania
$674K -$2.81K -34 -0.5%
P
220
Pitcairn
Pennsylvania
$641K +$20.9K +253 +4%
VI
221
Versor Investments
New York
$621K +$141K +1,700 +34%
Pictet Asset Management
222
Pictet Asset Management
Switzerland
$615K -$48.6K -588 -8%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$613K -$54.6K -660 -9%
DA
224
Duality Advisers
Florida
$592K +$153K +1,845 +41%
CL
225
CSS LLC
Illinois
$583K