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Webster Financial

443 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$162K -$24.5K -576 -12%
BCV
352
Banque Cantonale Vaudoise
Switzerland
$144K +$50K +1,176 +49%
CFD
353
Creative Financial Designs
Indiana
$142K -$3.4K -80 -2%
C
354
Covestor
United Kingdom
$142K +$21.8K +513 +17%
BTI
355
Blue Trust Inc
Georgia
$140K +$98.3K +2,312 +167%
CFGS
356
Concourse Financial Group Securities
Alabama
$130K -$1.96K -46 -1%
BFEC
357
Benjamin F. Edwards & Company
Missouri
$127K
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$112K -$1.57K -37 -1%
Lazard Asset Management
359
Lazard Asset Management
New York
$109K +$79.1K +1,859 +218%
HWM
360
HighMark Wealth Management
Minnesota
$108K +$1.02K +24 +0.9%
N
361
Natixis
France
$88K +$73.1K +1,719 +370%
IA
362
IFP Advisors
Florida
$83.2K
QCG
363
Quadrant Capital Group
Ohio
$80.2K +$44.7K +1,052 +112%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$69K +$213 +5 +0.3%
AAG
365
Armstrong Advisory Group
Massachusetts
$66.6K -$33.8K -795 -32%
WT
366
Washington Trust
Rhode Island
$60.4K -$128 -3 -0.2%
FMP
367
Financial Management Professionals
Texas
$60K +$213 +5 +0.3%
DGAM
368
Desjardins Global Asset Management
Quebec, Canada
$55.6K +$58.6K +1,379 New
VSQM
369
V-Square Quantitative Management
Illinois
$54.1K -$298 -7 -0.5%
USB
370
Union Savings Bank
Connecticut
$50.7K
AWM
371
AllSquare Wealth Management
New York
$49K -$11.3K -265 -18%
NA
372
NewEdge Advisors
Louisiana
$46.2K
FHA
373
First Horizon Advisors
Tennessee
$44.7K -$8.42K -198 -15%
CLOS
374
Compagnie Lombard Odier SCmA
Switzerland
$42.6K
IUHSA
375
Itau Unibanco Holding S.A.
Brazil
$42K -$18.2K -429 -29%