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Webster Financial

440 hedge funds and large institutions have $6.37B invested in Webster Financial in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 160 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $2.28M

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

0.44% less ownership

Funds ownership: 85.34%84.89% (-0.44%)

2% less funds holding

Funds holding: 449440 (-9)

11% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 160

23% less capital invested

Capital invested by funds: $8.31B → $6.37B (-$1.94B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
440
Holders Change
-9
Holders Change %
-2%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
63
Increased
142
Reduced
160
Closed
63
Calls
$5.3M
Puts
$2.28M
Net Calls
+$3.02M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$8K +$8.81K +183 New
UB
402
UMB Bank
Missouri
$7K
CFO
403
CVA Family Office
Colorado
$7K +$7.46K +155 New
CWP
404
Concord Wealth Partners
Virginia
$6K -$20.4K -424 -75%
LC
405
Lindbrook Capital
California
$6K -$1.49K -31 -17%
PWMG
406
Prestige Wealth Management Group
New Jersey
$6K -$482 -10 -7%
CTC
407
Central Trust Company
Missouri
$6K
BIA
408
Bell Investment Advisors
California
$6K +$7.22K +150 New
PP
409
PFS Partners
New Jersey
$5.82K
HCM
410
Highlander Capital Management
New Jersey
$5K
NC
411
NewSquare Capital
Pennsylvania
$5K
CAM
412
ClariVest Asset Management
California
$4K -$515K -10,693 -99%
STCOSD
413
Sageworth Trust Company of South Dakota
South Dakota
$4K -$5.15K -107 -55%
HR
414
Howe & Rusling
New York
$4K -$241 -5 -5%
CAL
415
Capital Analysts LLC
Pennsylvania
$3K
FBT
416
First Bank & Trust
South Dakota
$3K
FF
417
FourThought Financial
Florida
$3K
GRP
418
Global Retirement Partners
California
$3K
PTC
419
Private Trust Company
Ohio
$3K +$3.76K +78 New
HI
420
Harbour Investments
Wisconsin
$3K +$4K +83 New
MF
421
Magnetar Financial
Illinois
$2.14K +$2.45M +50,790 New
FPS
422
Fieldpoint Private Securities
Connecticut
$2K -$14.8K -307 -85%
Bessemer Group
423
Bessemer Group
New Jersey
$2K +$2.17K +45 New
IAMOG
424
Investors Asset Management of Georgia
Georgia
$2K +$2.31K +48 New
SFG
425
Steward Financial Group
Texas
$2K +$2.7K +56 New