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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
BHWM
426
Bay Harbor Wealth Management
Maryland
$2.26K -$213 -5 -8%
GKIM
427
GW&K Investment Management
Massachusetts
$2K
GI
428
Gradient Investments
Minnesota
$1.85K +$553 +13 +39%
GRP
429
Global Retirement Partners
California
$1.31K +$298 +7 +26%
SIC
430
SJS Investment Consulting
Ohio
$1.25K +$170 +4 +15%
IHWM
431
Iron Horse Wealth Management
Iowa
$1.05K +$1.11K +26 New
FFA
432
Farther Finance Advisors
California
$887 -$4.21K -99 -82%
MIM
433
Macroview Investment Management
Maryland
$847 +$893 +21 New
Jones Financial Companies
434
Jones Financial Companies
Missouri
$726 +$765 +18 New
TWP
435
TFO Wealth Partners
Ohio
$529 +$340 +8 +133%
BAAM
436
Baker Avenue Asset Management
California
$363
HI
437
Horizon Investments
North Carolina
$239 +$255 +6 New
BCM
438
Bourgeon Capital Management
Connecticut
$162
CA
439
Crewe Advisors
Utah
$121
PA
440
PSI Advisors
Florida
$81
HNB
441
Huntington National Bank
Ohio
$40 -$9.27K -218 -100%
WA
442
Wasatch Advisors
Utah
-$72M -1,908,276 Closed
AAF
443
Andra AP-fonden
Sweden
-$4.79M -126,800 Closed
BC
444
Brookfield Corp
Ontario, Canada
-$4M -105,989 Closed
QC
445
Quadrature Capital
United Kingdom
-$1.97M -52,131 Closed
CAM
446
Congress Asset Management
Massachusetts
-$1.21M -32,119 Closed
DCM
447
Difesa Capital Management
New York
-$908K -24,057 Closed
Mirae Asset Global Investments
448
Mirae Asset Global Investments
South Korea
-$790K -20,939 Closed
BC
449
Bridgefront Capital
Texas
-$521K -13,811 Closed
E
450
Ergoteles
New York
-$465K -12,316 Closed