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Webster Financial

228 hedge funds and large institutions have $3.01B invested in Webster Financial in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 100 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.08M

33% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 75

1.15% more ownership

Funds ownership: 91.48%92.63% (+1.2%)

3% less capital invested

Capital invested by funds: $3.1B → $3.01B (-$90.4M)

9% less funds holding

Funds holding: 251228 (-23)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

59% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 37

Holders
228
Holders Change
-23
Holders Change %
-9.16%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
15
Increased
100
Reduced
75
Closed
37
Calls
$1.7M
Puts
$1.08M
Net Calls
+$623K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$22.9M -$133K -3,890 -0.6%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$22.6M +$2.97M +86,700 +16%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$22.5M +$153K +4,466 +0.7%
FMA
29
Fiduciary Management Associates
Illinois
$22.4M -$2.09M -60,890 -9%
RFC
30
Russell Frank Company
Washington
$22.1M -$4.96M -144,819 -19%
WRF
31
Waddell & Reed Financial
Kansas
$22M +$3.01M +87,783 +17%
SCM
32
Sterling Capital Management
North Carolina
$21.9M -$80.7K -2,355 -0.4%
Ameriprise
33
Ameriprise
Minnesota
$20.5M +$3.43M +100,029 +21%
BIM
34
BlackRock Investment Management
Delaware
$20.1M +$330K +9,622 +2%
DIA
35
Denver Investment Advisors
Colorado
$19.3M +$2.52M +73,669 +16%
TA
36
Tiptree Advisors
New York
$15.8M -$10.9M -317,157 -42%
PCM
37
Polaris Capital Management
Massachusetts
$15.6M +$2.43M +71,025 +20%
USAA
38
United Services Automobile Association
Texas
$15.3M +$1.64M +47,810 +13%
Charles Schwab
39
Charles Schwab
California
$14.1M +$1.41M +41,266 +12%
SAM
40
Sentinel Asset Management
Vermont
$13.3M +$264K +7,700 +2%
TCIM
41
TIAA CREF Investment Management
New York
$13M -$204K -5,946 -2%
JP Morgan Chase
42
JP Morgan Chase
New York
$12.6M +$258K +7,528 +2%
Lazard Asset Management
43
Lazard Asset Management
New York
$12.3M +$11.7M +342,943 New
Principal Financial Group
44
Principal Financial Group
Iowa
$11.7M +$861K +25,142 +8%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$10.8M -$106K -3,100 -1%
UBS AM
46
UBS AM
Illinois
$10.7M -$575K -16,800 -5%
SM
47
Sunriver Management
Connecticut
$10.2M +$3.91M +114,210 +67%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$10.2M
NFA
49
Nationwide Fund Advisors
Ohio
$9.01M -$1.9M -55,420 -18%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$8.87M +$499K +14,557 +6%