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Webster Financial

251 hedge funds and large institutions have $3.1B invested in Webster Financial in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

7% more funds holding

Funds holding: 234251 (+17)

3% more capital invested

Capital invested by funds: $3B → $3.1B (+$101M)

0.6% less ownership

Funds ownership: 92.08%91.48% (-0.6%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

74% less call options, than puts

Call options by funds: $189K | Put options by funds: $726K

Holders
251
Holders Change
+17
Holders Change %
+7.26%
% of All Funds
6.59%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.18%
New
40
Increased
104
Reduced
71
Closed
22
Calls
$189K
Puts
$726K
Net Calls
-$537K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
26
Fiduciary Management Associates
Illinois
$25.5M +$779K +20,565 +3%
FCM
27
Frontier Capital Management
Massachusetts
$24.9M +$25.4M +669,744 New
Wells Fargo
28
Wells Fargo
California
$24.6M +$6.61M +174,632 +36%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$23.8M +$3.96M +104,613 +20%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$23.1M +$874K +23,066 +4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$22.9M +$1.5M +39,480 +7%
SCM
32
Sterling Capital Management
North Carolina
$22.8M
RIG
33
Raveneur Investment Group
New York
$20.6M -$3.96M -104,462 -16%
BIM
34
BlackRock Investment Management
Delaware
$20.5M +$68.9K +1,820 +0.3%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$20.1M +$20.4M +539,300 New
WRF
36
Waddell & Reed Financial
Kansas
$19.6M +$3.96M +104,600 +25%
Ameriprise
37
Ameriprise
Minnesota
$17.5M -$5.09M -134,498 -22%
DIA
38
Denver Investment Advisors
Colorado
$17.3M -$4.44M -117,270 -20%
Morgan Stanley
39
Morgan Stanley
New York
$14.5M +$6.58M +173,620 +81%
USAA
40
United Services Automobile Association
Texas
$14.1M +$639K +16,870 +5%
TCIM
41
TIAA CREF Investment Management
New York
$13.7M -$227K -5,991 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$13.5M +$6.29M +166,131 +84%
SAM
43
Sentinel Asset Management
Vermont
$13.5M +$1.56M +41,100 +13%
AIMCA
44
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.3M -$7.06M -186,460 -34%
PCM
45
Polaris Capital Management
Massachusetts
$13.2M +$3.43M +90,600 +34%
Charles Schwab
46
Charles Schwab
California
$13.1M +$270K +7,125 +2%
JP Morgan Chase
47
JP Morgan Chase
New York
$12.7M -$58.5K -1,545 -0.4%
UBS AM
48
UBS AM
Illinois
$11.7M -$282K -7,451 -2%
NFA
49
Nationwide Fund Advisors
Ohio
$11.4M +$2.14M +56,420 +23%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$11.3M -$446K -11,771 -4%