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Webster Financial

299 hedge funds and large institutions have $4.39B invested in Webster Financial in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $2.96M

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

35% more capital invested

Capital invested by funds: $3.27B → $4.39B (+$1.13B)

10% more funds holding

Funds holding: 272299 (+27)

2.28% more ownership

Funds ownership: 86.16%88.44% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 106

Holders
299
Holders Change
+27
Holders Change %
+9.93%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
89
Reduced
106
Closed
24
Calls
$8.24M
Puts
$2.96M
Net Calls
+$5.28M
Net Calls Change
+$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
226
Ingalls & Snyder LLC
New York
$247K +$238K +4,475 New
RPC
227
Rossmore Private Capital
Connecticut
$247K +$238K +4,477 New
KAS
228
Kestra Advisory Services
Texas
$241K -$66.7K -1,253 -22%
SFS
229
Sowell Financial Services
Arkansas
$240K +$35.6K +668 +18%
BC
230
Bridgefront Capital
Texas
$238K +$230K +4,319 New
BAM
231
Blueshift Asset Management
New Jersey
$231K +$223K +4,186 New
BMO
232
Beck Mack & Oliver
New York
$225K +$218K +4,091 New
PFO
233
Pathstone Family Office
New Jersey
$224K +$216K +4,066 New
CA
234
Cetera Advisors
Colorado
$214K +$207K +3,880 New
OIA
235
OneDigital Investment Advisors
Kansas
$204K +$197K +3,700 New
PCMC
236
Paragon Capital Management (Colorado)
Colorado
$203K +$196K +3,678 New
LIA
237
LS Investment Advisors
Michigan
$201K -$61.3K -1,152 -24%
HighTower Advisors
238
HighTower Advisors
Illinois
$201K +$194K +3,639 New
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$160K +$144K +2,711 +1,427%
HWM
240
HighMark Wealth Management
Minnesota
$137K +$1.01K +19 +0.8%
WT
241
Washington Trust
Rhode Island
$105K -$373 -7 -0.4%
FMP
242
Financial Management Professionals
Texas
$94K -$799 -15 -0.9%
US Bancorp
243
US Bancorp
Minnesota
$91K +$6.92K +130 +8%
FC
244
FORA Capital
Florida
$89K +$86.4K +1,623 New
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$85K -$32K -601 -28%
LIM
246
Longfellow Investment Management
Massachusetts
$82K
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$72K +$1.06K +20 +2%
SL
248
Savior LLC
Massachusetts
$63K
WAM
249
Westport Asset Management
Connecticut
$61K
CFB
250
Cullen/Frost Bankers
Texas
$39K