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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
SFP
326
Sterling Financial Planning
New Jersey
$235K
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$233K -$34.9K -728 -11%
SIG
328
Sky Investment Group
Connecticut
$224K -$14.4K -300 -5%
AWM
329
AE Wealth Management
Kansas
$224K +$273K +5,684 New
ACM
330
Acrisure Capital Management
Texas
$224K +$272K +5,675 New
ESB
331
Essex Savings Bank
Connecticut
$223K +$288 +6 +0.1%
GT
332
Greenleaf Trust
Michigan
$221K -$144 -3 -0.1%
SPC
333
Sigma Planning Corp
Michigan
$220K
MWM
334
Modera Wealth Management
New Jersey
$219K
JSW
335
Journey Strategic Wealth
New Jersey
$217K -$4.7K -98 -2%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$217K
SS
337
Simplicity Solutions
Minnesota
$214K +$260K +5,427 New
BFG
338
Bleakley Financial Group
New Jersey
$213K +$48.6K +1,013 +23%
MYAM
339
Meiji Yasuda Asset Management
Japan
$209K +$9.6K +200 +4%
PAM
340
Panagora Asset Management
Massachusetts
$209K
BMC
341
Benin Management Corp
Connecticut
$202K
AIM
342
Aigen Investment Management
New York
$201K +$245K +5,105 New
FCM
343
Firestone Capital Management
Florida
$201K
VI
344
Vestcor Inc
New Brunswick, Canada
$164K
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$161K +$100K +2,085 +104%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$156K -$15.7K -328 -8%
KI
347
Kapitalo Investimentos
Brazil
$155K +$146K +3,051 +343%
SPIA
348
Steward Partners Investment Advisory
New York
$151K -$3.42M -71,289 -95%
IUHSA
349
Itau Unibanco Holding S.A.
Brazil
$150K +$183K +3,817 New
PI
350
PEAK6 Investments
Illinois
$146K -$386K -8,038 -68%