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Webster Financial

461 hedge funds and large institutions have $6.94B invested in Webster Financial in 2022 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

30% more call options, than puts

Call options by funds: $4.32M | Put options by funds: $3.32M

7% more funds holding

Funds holding: 430461 (+31)

1% more capital invested

Capital invested by funds: $6.86B → $6.94B (+$80.1M)

0.08% more ownership

Funds ownership: 86.32%86.4% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 164

Holders
461
Holders Change
+31
Holders Change %
+7.21%
% of All Funds
7.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
61
Increased
154
Reduced
164
Closed
24
Calls
$4.32M
Puts
$3.32M
Net Calls
+$1M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
401
Red Tortoise LLC
Georgia
$25.4K +$26.8K +536 New
JEST
402
JTC Employer Solutions Trustee
Jersey
$24K
TCOV
403
Trust Company of Vermont
Vermont
$22.1K
AF
404
Allworth Financial
California
$22.1K +$1.8K +36 +8%
CB
405
Community Bank
New York
$21.9K -$11.6K -231 -33%
KIA
406
Kraematon Investment Advisors
Massachusetts
$21.5K +$22.8K +455 New
MWM
407
Mascoma Wealth Management
New Hampshire
$19.5K
JGIA
408
Jackson Grant Investment Advisers
Connecticut
$18.9K
QL
409
Quarry LP
New York
$18.7K +$19.8K +396 New
HNB
410
Huntington National Bank
Ohio
$16.4K
SWM
411
Spire Wealth Management
Virginia
$16K
RTC
412
Riverview Trust Company
Washington
$14K
SVCP
413
Silicon Valley Capital Partners
California
$12.6K +$13.3K +266 New
CS
414
Comerica Securities
Michigan
$11.6K +$12.2K +244 New
HI
415
Harbour Investments
Wisconsin
$10.6K +$7.01K +140 +169%
PCM
416
Peregrine Capital Management
Minnesota
$10K
FWM
417
Focused Wealth Management
New York
$9.71K
GWS
418
Glassman Wealth Services
Virginia
$9.28K +$651 +13 +7%
HFM
419
Harvest Fund Management
China
$8K -$25K -499 -74%
CA
420
Crewe Advisors
Utah
$7.2K -$8.46K -169 -53%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$7.2K -$50 -1 -0.7%
LC
422
Lindbrook Capital
California
$7.2K +$651 +13 +9%
CTC
423
Central Trust Company
Missouri
$7.1K
PWMG
424
Prestige Wealth Management Group
New Jersey
$6.63K
PP
425
PFS Partners
New Jersey
$6.53K