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Webster Financial

443 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
401
Red Tortoise LLC
Georgia
$10.4K
HI
402
Harbour Investments
Wisconsin
$10.3K -$27.6K -650 -72%
ZB
403
Zions Bancorporation
Utah
$10.2K
WT
404
Whittier Trust
California
$9.96K
Bessemer Group
405
Bessemer Group
New Jersey
$9K -$4.13K -97 -32%
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$9K +$9.65K +227 New
PCM
407
Peregrine Capital Management
Minnesota
$8.83K
FWM
408
Focused Wealth Management
New York
$8.26K
GWS
409
Glassman Wealth Services
Virginia
$7.26K
RCM
410
Raleigh Capital Management
North Carolina
$7.04K +$43 +1 +0.6%
HFM
411
Harvest Fund Management
China
$7K
VWM
412
Venturi Wealth Management
Texas
$6.57K
PWMG
413
Prestige Wealth Management Group
New Jersey
$5.64K
PP
414
PFS Partners
New Jersey
$5.56K
UB
415
UMB Bank
Missouri
$5.28K
PVH
416
Psagot Value Holdings
Israel
$5K -$3.57K -84 -41%
VCM
417
Versant Capital Management
Arizona
$4.76K
BIA
418
Bell Investment Advisors
California
$4.51K +$468 +11 +11%
WTC
419
WhitTier Trust Company
Nevada
$3.75K -$298 -7 -7%
JWA
420
JFS Wealth Advisors
Pennsylvania
$3.43K -$936 -22 -21%
PTC
421
Private Trust Company
Ohio
$3.14K
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$3.02K -$213 -5 -6%
CAL
423
Capital Analysts LLC
Pennsylvania
$3K
SFG
424
Steward Financial Group
Texas
$3K +$4.21K +99 New
RWPA
425
Richard W. Paul & Associates
Michigan
$2.7K -$425 -10 -13%