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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
CFD
351
Creative Financial Designs
Indiana
$141K -$11.9K -248 -6%
IA
352
IFP Advisors
Florida
$137K -$28.1K -585 -22%
TWA
353
TCI Wealth Advisors
Arizona
$132K +$48 +1 +0%
AAG
354
Armstrong Advisory Group
Massachusetts
$131K -$34.5K -718 -18%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$126K
AssetMark Inc
356
AssetMark Inc
California
$126K +$44.7K +931 +41%
ST
357
Smithfield Trust
Pennsylvania
$125K +$153K +3,198 New
WP
358
WealthPLAN Partners
Nebraska
$125K +$152K +3,168 New
CFGS
359
Concourse Financial Group Securities
Alabama
$121K +$912 +19 +0.6%
DFCM
360
Dark Forest Capital Management
Puerto Rico
$113K +$138K +2,868 New
HWM
361
HighMark Wealth Management
Minnesota
$104K +$912 +19 +0.7%
CFB
362
Cullen/Frost Bankers
Texas
$103K -$6.48K -135 -5%
QCG
363
Quadrant Capital Group
Ohio
$96.5K -$8.11K -169 -6%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$95K
EI
365
Ellevest Inc
New York
$73.8K +$3.07K +64 +4%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$72.4K +$36.8K +766 +72%
RI
367
Ridgewood Investments
New Jersey
$70K +$85.2K +1,775 New
MC
368
Machina Capital
France
$66K +$80.3K +1,673 New
DCM
369
Dupont Capital Management
Delaware
$65.8K +$80.1K +1,668 New
WT
370
Washington Trust
Rhode Island
$61.5K -$48 -1 -0.1%
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$61K +$5.86K +122 +9%
FMP
372
Financial Management Professionals
Texas
$59K -$240 -5 -0.3%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$56K +$1.01K +21 +1%
C
374
Covestor
United Kingdom
$50K +$31.3K +652 +104%
QL
375
Quarry LP
New York
$48.4K +$39.9K +831 +210%