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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
JWA
426
JFS Wealth Advisors
Pennsylvania
$6.39K -$751 -15 -10%
UB
427
UMB Bank
Missouri
$6K
NC
428
NewSquare Capital
Pennsylvania
$5.92K
BIA
429
Bell Investment Advisors
California
$5.73K -$551 -11 -8%
HCM
430
Highlander Capital Management
New Jersey
$5K
Bessemer Group
431
Bessemer Group
New Jersey
$5K +$2.75K +55 +122%
PTC
432
Private Trust Company
Ohio
$4K
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$3.79K
GRP
434
Global Retirement Partners
California
$3.09K
CAL
435
Capital Analysts LLC
Pennsylvania
$3K
SC
436
Schubert & Co
Texas
$2.51K -$501 -10 -16%
CYG
437
Clean Yield Group
Vermont
$2.27K
TWP
438
TFO Wealth Partners
Ohio
$2.27K +$801 +16 New
GKIM
439
GW&K Investment Management
Massachusetts
$2K -$1.4K -28 -39%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$2K
SIC
441
SJS Investment Consulting
Ohio
$1.61K +$851 +17 +100%
LF
442
Lee Financial
Texas
$1.61K +$1.7K +34 New
SWA
443
Sutton Wealth Advisors
Florida
$1.09K
ANBT
444
American National Bank & Trust
Texas
$1K +$250 +5 New
VCM
445
Versant Capital Management
Arizona
$994
DI
446
Disciplined Investments
Oklahoma
$947 -$751 -15 -43%
FFA
447
Farther Finance Advisors
California
$852 +$901 +18 New
AWM
448
Accel Wealth Management
Iowa
$811
BAAM
449
Baker Avenue Asset Management
California
$757 +$801 +16 New
MPCL
450
My Personal CFO LLC
Washington
$710 +$751 +15 New