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Webster Financial

457 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0.5% more ownership

Funds ownership: 86.4%86.9% (+0.5%)

1% less funds holding

Funds holding: 461457 (-4)

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

8% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $4.07M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $6.94B → $5.96B (-$979M)

Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
169
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMC
276
Founders Capital Management (Connecticut)
Connecticut
$486K
OWA
277
Outlook Wealth Advisors
Texas
$486K +$592K +12,335 New
YIH
278
Y-Intercept (HK)
Hong Kong
$475K -$179K -3,729 -24%
SAM
279
Storebrand Asset Management
Norway
$459K +$54.3K +1,131 +11%
Baird Financial Group
280
Baird Financial Group
Wisconsin
$459K -$79K -1,646 -12%
Nordea Investment Management
281
Nordea Investment Management
Sweden
$457K +$2.21K +46 +0.4%
PP
282
Prudential plc
United Kingdom
$450K
PA
283
Profund Advisors
Maryland
$434K +$116K +2,411 +28%
SC
284
Sonen Capital
California
$434K -$173K -3,600 -25%
USAA
285
United Services Automobile Association
Texas
$422K -$375K -7,819 -42%
ProShare Advisors
286
ProShare Advisors
Maryland
$408K -$656K -13,662 -57%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$408K +$7.54K +157 +2%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$398K +$14.4K +300 +3%
US Bancorp
289
US Bancorp
Minnesota
$397K +$29.4K +613 +6%
CCA
290
Cobblestone Capital Advisors
New York
$395K +$242K +5,043 +101%
First Manhattan
291
First Manhattan
New York
$372K -$113K -2,349 -20%
BHPW
292
Beverly Hills Private Wealth
California
$370K +$82.2K +1,712 +22%
KAS
293
Kestra Advisory Services
Texas
$366K -$161K -3,355 -27%
URS
294
Utah Retirement Systems
Utah
$366K
GLA
295
Great Lakes Advisors
Illinois
$365K +$159K +3,308 +56%
Bank of Nova Scotia
296
Bank of Nova Scotia
Ontario, Canada
$364K +$138K +2,869 +45%
CS
297
Candriam SCA
Luxembourg
$356K -$98.7K -2,057 -17%
IIM
298
INTECH Investment Management
Florida
$355K -$26.5K -552 -6%
PFO
299
Pathstone Family Office
New Jersey
$351K -$1.3M -27,018 -76%
I
300
InceptionR
California
$350K +$426K +8,879 New