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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
PTC
426
Private Trust Company
Ohio
$3.08K
PVH
427
Psagot Value Holdings
Israel
$3K -$198K -4,123 -98%
CAL
428
Capital Analysts LLC
Pennsylvania
$3K
NA
429
NewEdge Advisors
Louisiana
$2.84K -$87.7K -1,828 -96%
BF
430
BOK Financial
Oklahoma
$2.68K +$3.26K +68 New
RCM
431
Raleigh Capital Management
North Carolina
$2.48K +$3.02K +63 New
GKIM
432
GW&K Investment Management
Massachusetts
$2K
CYG
433
Clean Yield Group
Vermont
$1.89K
RWPA
434
Richard W. Paul & Associates
Michigan
$1.85K +$2.26K +47 New
BHWM
435
Bay Harbor Wealth Management
Maryland
$1.77K +$2.16K +45 New
AF
436
Allworth Financial
California
$1.7K -$20.4K -424 -91%
JWA
437
JFS Wealth Advisors
Pennsylvania
$1.62K -$4.51K -94 -70%
BWL
438
Bogart Wealth LLC
Virginia
$1.58K +$1.92K +40 New
DI
439
Disciplined Investments
Oklahoma
$1.34K +$672 +14 +70%
AF
440
Advisornet Financial
Minnesota
$1.18K +$960 +20 +200%
MBFW
441
Morton Brown Family Wealth
Pennsylvania
$1.1K +$1.34K +28 New
GRP
442
Global Retirement Partners
California
$911 -$1.82K -38 -58%
SIC
443
SJS Investment Consulting
Ohio
$828 -$624 -13 -38%
VCM
444
Versant Capital Management
Arizona
$828
SC
445
Schubert & Co
Texas
$789 -$1.58K -33 -62%
AIP
446
Ahrens Investment Partners
Louisiana
$788 +$960 +20 New
AWM
447
Accel Wealth Management
Iowa
$680
BWA
448
BDO Wealth Advisors
Florida
$552
WWM
449
Wolff Wiese Magana
California
$395 +$480 +10 New
HI
450
Horizon Investments
North Carolina
$311 +$384 +8 New