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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
SL
376
Savior LLC
Massachusetts
$45.1K
CLOS
377
Compagnie Lombard Odier SCmA
Switzerland
$41.7K -$61.1K -1,273 -55%
FHA
378
First Horizon Advisors
Tennessee
$40.2K -$16.3K -339 -25%
BSB
379
Bangor Savings Bank
Maine
$39.4K
HI
380
Harbour Investments
Wisconsin
$35.7K +$32.7K +682 +306%
AWM
381
AllSquare Wealth Management
New York
$34.6K +$42.1K +877 New
SWA
382
SOA Wealth Advisors
New York
$31.1K +$288 +6 +0.8%
EWA
383
EverSource Wealth Advisors
Alabama
$30.2K -$4.51K -94 -11%
QC
384
Quent Capital
New York
$29.7K +$4.75K +99 +15%
PPC
385
Park Place Capital
Alabama
$26.4K -$432 -9 -1%
NECFA
386
New England Capital Financial Advisors
Connecticut
$25.5K +$192 +4 +0.6%
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$24.9K -$1.14M -23,663 -97%
WT
388
Whittier Trust
California
$22.6K
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$27.1K +565 New
FRA
390
Front Row Advisors
California
$22K +$144 +3 +0.5%
RTL
391
Red Tortoise LLC
Georgia
$20.8K -$384 -8 -1%
PA
392
Parallel Advisors
California
$20.1K -$1.73K -36 -7%
TCOV
393
Trust Company of Vermont
Vermont
$18.4K
CB
394
Community Bank
New York
$18.2K
WTA
395
Washington Trust Advisors
Massachusetts
$18.2K -$4.7K -98 -18%
JGIA
396
Jackson Grant Investment Advisers
Connecticut
$15.8K
JWM
397
Janiczek Wealth Management
Colorado
$15.7K +$20.2K +421 New
SWM
398
Spire Wealth Management
Virginia
$13.4K
CFO
399
CVA Family Office
Colorado
$12.4K +$14.9K +310 +6,200%
RTC
400
Riverview Trust Company
Washington
$11.8K