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Webster Financial

440 hedge funds and large institutions have $6.37B invested in Webster Financial in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $2.28M

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

0.44% less ownership

Funds ownership: 85.34%84.89% (-0.44%)

2% less funds holding

Funds holding: 449440 (-9)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

23% less capital invested

Capital invested by funds: $8.31B → $6.37B (-$1.94B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
440
Holders Change
-9
Holders Change %
-2%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
63
Increased
142
Reduced
160
Closed
63
Calls
$5.3M
Puts
$2.28M
Net Calls
+$3.02M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Forum Financial Management
Illinois
$225K -$13.1K -272 -5%
GT
327
Greenleaf Trust
Michigan
$224K +$20.5K +425 +9%
PHAM
328
Palisades Hudson Asset Management
Florida
$222K +$2.07K +43 +0.8%
MYAM
329
Meiji Yasuda Asset Management
Japan
$218K +$249K +5,180 New
BMC
330
Benin Management Corp
Connecticut
$216K
FCM
331
Firestone Capital Management
Florida
$215K
II
332
Inspire Investing
Idaho
$211K +$40.1K +832 +20%
PP
333
Prudential plc
United Kingdom
$209K +$239K +4,959 New
BL
334
Balentine LLC
Georgia
$207K +$237K +4,913 New
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$206K -$29.4K -611 -11%
S
336
SignatureFD
Georgia
$202K -$13K -269 -5%
GWM
337
Geneos Wealth Management
Colorado
$191K +$385 +8 +0.2%
IA
338
IFP Advisors
Florida
$176K
VI
339
Vestcor Inc
New Brunswick, Canada
$176K +$17.7K +367 +10%
TWA
340
TCI Wealth Advisors
Arizona
$152K -$22.2K -460 -11%
MCC
341
Money Concepts Capital
Florida
$147K -$1.11K -23 -0.7%
CFGS
342
Concourse Financial Group Securities
Alabama
$138K -$4.48K -93 -3%
ALAM
343
Asahi Life Asset Management
Japan
$135K -$131K -2,710 -46%
PCG
344
Private Capital Group
Connecticut
$116K -$176K -3,655 -57%
BTI
345
Blue Trust Inc
Georgia
$115K +$98.9K +2,053 New
APA
346
American Portfolios Advisors
New York
$112K +$5.63K +117 +5%
HWM
347
HighMark Wealth Management
Minnesota
$108K +$1.06K +22 +0.9%
BCV
348
Banque Cantonale Vaudoise
Switzerland
$101K +$116K +2,400 New
CFD
349
Creative Financial Designs
Indiana
$97K +$111K +2,300 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
350
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89K -$679K -14,096 -87%