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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
TF
351
TIAA FSB
Florida
$217K
ISL
352
Ingalls & Snyder LLC
New York
$216K
RPC
353
Rossmore Private Capital
Connecticut
$212K
Assenagon Asset Management
354
Assenagon Asset Management
Luxembourg
$210K -$17.4K -348 -7%
BFG
355
Bleakley Financial Group
New Jersey
$208K +$220K +4,403 New
William Blair & Company
356
William Blair & Company
Illinois
$203K +$215K +4,298 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$203K +$11.5K +229 +6%
PVH
358
Psagot Value Holdings
Israel
$199K +$210K +4,200 New
VI
359
Vestcor Inc
New Brunswick, Canada
$198K -$1.35K -27 -0.6%
AAG
360
Armstrong Advisory Group
Massachusetts
$192K +$203K +4,049 New
CFD
361
Creative Financial Designs
Indiana
$182K +$3.35K +67 +2%
Dimensional Fund Advisors
362
Dimensional Fund Advisors
Texas
$178K -$42.1M -841,401 -18%
IA
363
IFP Advisors
Florida
$176K -$1.3K -26 -1%
MCC
364
Money Concepts Capital
Florida
$163K -$2.25K -45 -1%
TWA
365
TCI Wealth Advisors
Arizona
$158K
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$151K -$250K -5,000 -61%
CFGS
367
Concourse Financial Group Securities
Alabama
$145K -$2.65K -53 -2%
CFB
368
Cullen/Frost Bankers
Texas
$130K
QCG
369
Quadrant Capital Group
Ohio
$124K +$42.6K +851 +48%
HWM
370
HighMark Wealth Management
Minnesota
$124K +$951 +19 +0.7%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$114K
CLOS
372
Compagnie Lombard Odier SCmA
Switzerland
$110K +$63.7K +1,273 +120%
AssetMark Inc
373
AssetMark Inc
California
$107K +$17.5K +350 +18%
BAM
374
Belpointe Asset Management
Nevada
$96.1K +$102K +2,030 New
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$95K +$100K +2,005 New