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Webster Financial

443 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$582K -$1.79K -42 -0.3%
PFO
252
Pathstone Family Office
New Jersey
$573K +$196K +4,602 +48%
TI
253
Trexquant Investment
Connecticut
$565K +$596K +14,016 New
AWS
254
Atria Wealth Solutions
New York
$561K -$1.74K -41 -0.3%
OAM
255
Ostrum Asset Management
France
$560K -$4K -94 -0.7%
Mariner
256
Mariner
Kansas
$557K +$13.6K +320 +2%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$548K
Teacher Retirement System of Texas
258
Teacher Retirement System of Texas
Texas
$546K +$14.1K +332 +3%
KAS
259
Kestra Advisory Services
Texas
$525K +$75.1K +1,766 +16%
CWM
260
Circle Wealth Management
New Jersey
$511K -$24.3K -571 -4%
LA
261
Latitude Advisors
Florida
$509K
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$506K
FHB
263
First Hawaiian Bank
Hawaii
$505K
TD Asset Management
264
TD Asset Management
Ontario, Canada
$497K -$34K -800 -6%
USAA
265
United Services Automobile Association
Texas
$494K +$56.8K +1,335 +12%
SI
266
Stephens Inc
Arkansas
$494K -$13.5K -317 -3%
Nordea Investment Management
267
Nordea Investment Management
Sweden
$477K
AWM
268
AE Wealth Management
Kansas
$475K +$167K +3,924 +50%
EI
269
Ethic Inc
New York
$467K -$42.7K -1,003 -8%
FCMC
270
Founders Capital Management (Connecticut)
Connecticut
$463K
DWA
271
Douglass Winthrop Advisors
New York
$456K -$42.5K -1,000 -8%
CGH
272
Crossmark Global Holdings
Texas
$455K -$34.3K -807 -7%
PP
273
Prudential plc
United Kingdom
$455K -$5.32K -125 -1%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$452K +$21.1K +496 +5%
AIM
275
Aquila Investment Management
New York
$443K -$128K -3,000 -21%