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Webster Financial

195 hedge funds and large institutions have $2.4B invested in Webster Financial in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.45% more ownership

Funds ownership: 90.02%91.46% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

4% less funds holding

Funds holding: 204195 (-9)

6% less capital invested

Capital invested by funds: $2.56B → $2.4B (-$164M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

79% less call options, than puts

Call options by funds: $685K | Put options by funds: $3.21M

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
11
Increased
78
Reduced
75
Closed
19
Calls
$685K
Puts
$3.21M
Net Calls
-$2.53M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
26
Fiduciary Management Associates
Illinois
$20.7M -$397K -13,360 -2%
Federated Hermes
27
Federated Hermes
Pennsylvania
$20.3M -$1.92M -64,607 -9%
CRCP
28
Copper Rock Capital Partners
Massachusetts
$19.1M +$5.87M +197,318 +43%
Norges Bank
29
Norges Bank
Norway
$19M -$27.2M -915,555 -58%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$18.4M -$487K -16,384 -3%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$17.8M +$50.5K +1,700 +0.3%
SM
32
Stratton Management
Pennsylvania
$17.7M +$3.51M +118,045 +24%
BIM
33
BlackRock Investment Management
Delaware
$16.3M -$39.4K -1,324 -0.2%
Ameriprise
34
Ameriprise
Minnesota
$14.7M -$3.64M -122,352 -20%
Wells Fargo
35
Wells Fargo
California
$14.1M +$191K +6,436 +1%
TA
36
Teachers Advisors
New York
$13.7M +$533K +17,940 +4%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$13.4M +$57.6K +1,939 +0.4%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.6M +$255K +8,561 +2%
BA
39
BlackRock Advisors
Delaware
$12.6M -$101K -3,400 -0.8%
TCIM
40
TIAA CREF Investment Management
New York
$12M -$1.21M -40,570 -9%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.2M +$2.27M +76,448 +25%
USAA
42
United Services Automobile Association
Texas
$10.4M +$128K +4,300 +1%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$9.2M +$1.18M +39,600 +14%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$9.05M -$8.53M -286,797 -48%
DGHMC
45
Dalton, Greiner, Hartman, Maher & Co
New York
$8.87M -$368K -12,387 -4%
EPCA
46
Elizabeth Park Capital Advisors
Ohio
$8.57M +$865K +29,104 +11%
WRF
47
Waddell & Reed Financial
Kansas
$8.47M +$1.59M +53,600 +23%
Charles Schwab
48
Charles Schwab
California
$8.32M +$132K +4,443 +2%
NFA
49
Nationwide Fund Advisors
Ohio
$7.93M +$30.5K +1,026 +0.4%
UBS AM
50
UBS AM
Illinois
$7.9M -$521K -17,508 -6%