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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
SCM
301
Shelton Capital Management
Colorado
$345K -$12.6K -263 -3%
OTL
302
Oak Thistle LLC
New York
$340K +$414K +8,616 New
BTI
303
Blue Trust Inc
Georgia
$329K +$73.3K +1,528 +28%
AQR Capital Management
304
AQR Capital Management
Connecticut
$326K -$27.4K -571 -6%
BPA
305
Beacon Pointe Advisors
California
$323K -$78.5K -1,635 -17%
CCM
306
Coldstream Capital Management
Washington
$316K -$22.4K -466 -5%
SAI
307
Systematic Alpha Investments
New Jersey
$307K
SPI
308
Sutton Place Investors
New York
$305K +$18K +375 +5%
VF
309
Virtu Financial
New York
$300K +$365K +7,602 New
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$295K -$17.8K -370 -5%
KTA
311
Keeley-Teton Advisors
Illinois
$292K +$33.6K +700 +10%
ACM
312
Aquatic Capital Management
Illinois
$292K -$590K -12,300 -62%
AA
313
ALPS Advisors
Colorado
$289K +$352K +7,330 New
VCA
314
Verdence Capital Advisors
Maryland
$280K +$21.9K +457 +7%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$277K +$277K +5,773 +454%
S
316
SignatureFD
Georgia
$275K +$36.5K +760 +12%
SAM
317
Silvercrest Asset Management
New York
$275K
II
318
Inspire Investing
Idaho
$274K +$94.5K +1,969 +40%
BFM
319
Boothbay Fund Management
New York
$270K -$3.37M -70,226 -91%
VIM
320
Vinva Investment Management
Australia
$261K +$321K +6,681 New
API
321
Advisor Partners II
California
$259K -$36.3K -757 -10%
V
322
Veritable
Delaware
$259K +$41.5K +864 +15%
MML Investors Services
323
MML Investors Services
Massachusetts
$253K +$308K +6,417 New
AC
324
Addison Capital
Pennsylvania
$244K
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$242K +$295K +6,140 New