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Webster Financial

281 hedge funds and large institutions have $4.54B invested in Webster Financial in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.15M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

3% more funds holding

Funds holding: 272281 (+9)

1% more capital invested

Capital invested by funds: $4.5B → $4.54B (+$36.7M)

3% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 103

3.48% less ownership

Funds ownership: 97.71%94.23% (-3.5%)

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
7.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
39
Increased
100
Reduced
103
Closed
28
Calls
$5.34M
Puts
$1.15M
Net Calls
+$4.2M
Net Calls Change
-$938K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mascoma Wealth Management
New Hampshire
$22K
TDC
252
Thompson Davis & Co
Virginia
$21K -$404 -8 -2%
CJA
253
C-J Advisory
California
$21K
FHA
254
First Horizon Advisors
Tennessee
$20K
TRCT
255
Tower Research Capital (TRC)
New York
$16K +$15.2K +300 New
GAM
256
Gemmer Asset Management
California
$13K
SNT
257
Security National Trust
West Virginia
$13K
CHP
258
Cable Hill Partners
Oregon
$12K
BGIM
259
Brandywine Global Investment Management
Pennsylvania
$11K
AIL
260
AGF Investments LLC
Ontario, Canada
$11K +$1.11K +22 +12%
NA
261
NewEdge Advisors
Louisiana
$10.8K +$10.1K +200 New
AIM
262
Acrospire Investment Management
Illinois
$10K +$9.7K +192 New
LF
263
Lee Financial
Texas
$9K
SIAS
264
Shine Investment Advisory Services
Colorado
$9K +$8.28K +164 New
SPIA
265
Steward Partners Investment Advisory
New York
$7K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$7K +$3.89K +77 +157%
WCBA
267
Weaver C. Barksdale & Associates
Tennessee
$6K -$354 -7 -6%
TIM
268
Tortoise Investment Management
New York
$5K
VCM
269
Versant Capital Management
Arizona
$5K
TCOV
270
Trust Company of Vermont
Vermont
$5K +$3.18K +63 +150%
WTC
271
WhitTier Trust Company
Nevada
$4K
BTIS
272
BB&T Investment Services
North Carolina
$4K +$4.24K +84 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$3K -$15.2K -300 -86%
BL
274
Balentine LLC
Georgia
$3K
GWM
275
Geneos Wealth Management
Colorado
$3K