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Webster Financial

430 hedge funds and large institutions have $6.86B invested in Webster Financial in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $2.16M

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

8% more capital invested

Capital invested by funds: $6.37B → $6.86B (+$489M)

1.43% more ownership

Funds ownership: 84.89%86.32% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 148

2% less funds holding

Funds holding: 440430 (-10)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

Holders
430
Holders Change
-10
Holders Change %
-2.27%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
44
Increased
152
Reduced
148
Closed
49
Calls
$8.17M
Puts
$2.16M
Net Calls
+$6.01M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$6K
PMFA
402
Plante Moran Financial Advisors
Michigan
$6K +$5.65K +122 New
MFT
403
Moisand Fitzgerald Tamayo
Florida
$6K +$5.97K +129 New
HCM
404
Highlander Capital Management
New Jersey
$5K
GRP
405
Global Retirement Partners
California
$4K
PTC
406
Private Trust Company
Ohio
$4K
FF
407
FourThought Financial
Florida
$4K +$787 +17 +22%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.7K +80 New
CAL
409
Capital Analysts LLC
Pennsylvania
$3K
HI
410
Harbour Investments
Wisconsin
$3K
SC
411
Schubert & Co
Texas
$3K +$1.44K +31 +97%
GKIM
412
GW&K Investment Management
Massachusetts
$3K +$3.33K +72 New
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$2.35K +$788K +17,028 +49%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$2K -$83.9K -1,814 -97%
Bessemer Group
415
Bessemer Group
New Jersey
$2K
IAMOG
416
Investors Asset Management of Georgia
Georgia
$2K
DI
417
Disciplined Investments
Oklahoma
$2K +$694 +15 +75%
HCP
418
Hexagon Capital Partners
Arkansas
$2K +$1.62K +35 New
CYG
419
Clean Yield Group
Vermont
$2K +$2.22K +48 New
SWA
420
Sutton Wealth Advisors
Florida
$1.04K +$694 +15 +188%
VCM
421
Versant Capital Management
Arizona
$1K -$139 -3 -13%
AWM
422
Accel Wealth Management
Iowa
$1K
AF
423
Advisornet Financial
Minnesota
$1K
BWA
424
BDO Wealth Advisors
Florida
$1K
CAL
425
Capital Advisors Ltd
Ohio
$1K +$509 +11 +157%