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Webster Financial

461 hedge funds and large institutions have $6.94B invested in Webster Financial in 2022 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

30% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $3.32M

7% more funds holding

Funds holding: 430461 (+31)

1% more capital invested

Capital invested by funds: $6.86B → $6.94B (+$80.1M)

0.08% more ownership

Funds ownership: 86.32%86.4% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 164

Holders
461
Holders Change
+31
Holders Change %
+7.21%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
61
Increased
154
Reduced
164
Closed
24
Calls
$4.32M
Puts
$3.32M
Net Calls
+$1M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
326
Sterling Financial Planning
New Jersey
$282K
GLA
327
Great Lakes Advisors
Illinois
$281K -$20.7K -413 -6%
PTP
328
Platform Technology Partners
New York
$277K
PRC
329
Pearl River Capital
Michigan
$273K +$289K +5,768 New
V
330
Veritable
Delaware
$270K +$285K +5,700 New
ESB
331
Essex Savings Bank
Connecticut
$267K
GT
332
Greenleaf Trust
Michigan
$266K -$1.05K -21 -0.4%
JSW
333
Journey Strategic Wealth
New Jersey
$265K -$48.3K -964 -15%
SPC
334
Sigma Planning Corp
Michigan
$264K
MWM
335
Modera Wealth Management
New Jersey
$263K
CIBC World Market
336
CIBC World Market
Ontario, Canada
$260K -$300 -6 -0.1%
SG Americas Securities
337
SG Americas Securities
New York
$259K -$345K -6,888 -56%
EI
338
Ethic Inc
New York
$259K +$13.9K +277 +5%
FFM
339
Forum Financial Management
Illinois
$253K
PAM
340
Panagora Asset Management
Massachusetts
$251K
RJT
341
Raymond James Trust
Florida
$250K -$5.11K -102 -2%
BTI
342
Blue Trust Inc
Georgia
$245K +$146K +2,912 +116%
BMC
343
Benin Management Corp
Connecticut
$243K
FCM
344
Firestone Capital Management
Florida
$241K
M&T Bank
345
M&T Bank
New York
$238K -$2.05K -41 -0.8%
CCA
346
Cobblestone Capital Advisors
New York
$236K +$250K +4,985 New
II
347
Inspire Investing
Idaho
$235K +$19.7K +393 +9%
PCA
348
Personal Capital Advisors
California
$235K
DWA
349
Douglass Winthrop Advisors
New York
$227K
CNC
350
Canandaigua National Corp
New York
$218K -$3.15K -63 -1%