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Webster Financial

309 hedge funds and large institutions have $4.25B invested in Webster Financial in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 102

3% more capital invested

Capital invested by funds: $4.13B → $4.25B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 91.48%90.99% (-0.49%)

2% less funds holding

Funds holding: 316309 (-7)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

67% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $10.7M

Holders
309
Holders Change
-7
Holders Change %
-2.22%
% of All Funds
6.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
119
Reduced
102
Closed
42
Calls
$3.56M
Puts
$10.7M
Net Calls
-$7.16M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$18K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$17K +$18.5K +341 New
MSA
278
Marino Stram & Associates
Massachusetts
$16K
GAM
279
Gemmer Asset Management
California
$14K
SNT
280
Security National Trust
West Virginia
$13K
EWM
281
Executive Wealth Management
Michigan
$11K
PCM
282
Peregrine Capital Management
Minnesota
$11K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.7K +197 +1,407%
LF
284
Lee Financial
Texas
$10K +$1.08K +20 +12%
SIAS
285
Shine Investment Advisory Services
Colorado
$7K
SCM
286
Shelton Capital Management
Colorado
$6.51K -$335K -6,179 -95%
PCM
287
Prelude Capital Management
New York
$6K
GWS
288
Glassman Wealth Services
Virginia
$6K +$6.18K +114 New
EARNEST Partners
289
EARNEST Partners
Georgia
$5K
TIM
290
Tortoise Investment Management
New York
$5K
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.52K +28 +49%
S
292
SignatureFD
Georgia
$4K
VCM
293
Versant Capital Management
Arizona
$4K
FRA
294
Front Row Advisors
California
$4K +$542 +10 +16%
FNC
295
First National Corp
Massachusetts
$4K +$4.34K +80 New
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.52K -28 -36%
First Manhattan
297
First Manhattan
New York
$3K
FHA
298
Flagship Harbor Advisors
Massachusetts
$3K
GWM
299
Geneos Wealth Management
Colorado
$3K
PFO
300
Pathstone Family Office
New Jersey
$3K