We are live on ! Find out more
WBS icon

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
2L
401
25 LLC
Missouri
$10.8K +$15.7K +327 New
SVCP
402
Silicon Valley Capital Partners
California
$10.6K +$96 +2 +0.8%
LC
403
Lindbrook Capital
California
$10.2K +$5.14K +107 +70%
HNB
404
Huntington National Bank
Ohio
$8.63K -$6.1K -127 -37%
PCM
405
Peregrine Capital Management
Minnesota
$8.63K
FWM
406
Focused Wealth Management
New York
$8.08K
Group One Trading
407
Group One Trading
Illinois
$7.96K +$9.7K +202 New
GWS
408
Glassman Wealth Services
Virginia
$7.29K -$528 -11 -6%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$7.13K +$6.34K +132 +269%
HFM
410
Harvest Fund Management
China
$7K
Bessemer Group
411
Bessemer Group
New Jersey
$7K +$3.36K +70 +70%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$6.74K +$912 +19 +13%
ST
413
Sageworth Trust
Pennsylvania
$6.74K +$8.21K +171 New
VWM
414
Venturi Wealth Management
Texas
$6.43K +$7.82K +163 New
CTC
415
Central Trust Company
Missouri
$5.91K
PWMG
416
Prestige Wealth Management Group
New Jersey
$5.52K
PP
417
PFS Partners
New Jersey
$5.44K
UB
418
UMB Bank
Missouri
$5.16K
HCM
419
Highlander Capital Management
New Jersey
$5K
FFA
420
Farther Finance Advisors
California
$4.81K +$4.99K +104 +578%
BIA
421
Bell Investment Advisors
California
$4.26K -$624 -13 -11%
WTC
422
WhitTier Trust Company
Nevada
$4.06K +$4.94K +103 New
NC
423
NewSquare Capital
Pennsylvania
$3.94K -$1.2K -25 -20%
Commonwealth Equity Services
424
Commonwealth Equity Services
Massachusetts
$3.23K -$7.39K -154 -0.2%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$3.15K