We are live on ! Find out more
WBS icon

Webster Financial

268 hedge funds and large institutions have $4.89B invested in Webster Financial in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.52M

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $3.4B → $4.89B (+$1.49B)

12% more funds holding

Funds holding: 240268 (+28)

0.46% less ownership

Funds ownership: 98.72%98.25% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 101

Holders
268
Holders Change
+28
Holders Change %
+11.67%
% of All Funds
6.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
76
Reduced
101
Closed
24
Calls
$10.4M
Puts
$2.52M
Net Calls
+$7.84M
Net Calls Change
+$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$36.1M +$369K +8,044 +1%
Ameriprise
27
Ameriprise
Minnesota
$35.5M +$1.17M +25,371 +4%
BIM
28
BlackRock Investment Management
Delaware
$34.9M +$1.85M +40,201 +7%
O
29
OppenheimerFunds
New York
$34.7M -$15M -327,074 -34%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$32.6M -$255K -5,561 -0.9%
SCM
31
Sterling Capital Management
North Carolina
$31.2M -$165K -3,595 -0.6%
PCM
32
Polaris Capital Management
Massachusetts
$31.1M +$6.77M +147,400 +35%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$29.7M +$25.1M +546,637 New
Charles Schwab
34
Charles Schwab
California
$24.6M +$1.16M +25,249 +6%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$24.5M -$8.24M -179,362 -28%
Morgan Stanley
36
Morgan Stanley
New York
$23.6M +$14.4M +313,935 +262%
N
37
Nuveen
North Carolina
$23.1M +$2.85M +61,959 +17%
KCM
38
Kennedy Capital Management
Missouri
$22.8M +$19.3M +419,419 New
NC
39
Nicholas Company
Wisconsin
$20.4M -$3.62M -78,775 -17%
UBS AM
40
UBS AM
Illinois
$20M -$1.77M -38,522 -9%
Principal Financial Group
41
Principal Financial Group
Iowa
$19.7M +$276K +6,005 +2%
TCIM
42
TIAA CREF Investment Management
New York
$18.4M -$707K -15,395 -4%
USAA
43
United Services Automobile Association
Texas
$18.3M -$2.42M -52,640 -14%
SAM
44
Sentinel Asset Management
Vermont
$17.8M -$4.85M -105,515 -24%
JP Morgan Chase
45
JP Morgan Chase
New York
$17.1M +$1.74M +37,933 +14%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$16.7M -$3.21M -69,890 -19%
Artisan Partners
47
Artisan Partners
Wisconsin
$16.5M +$13.9M +303,699 New
Bank of America
48
Bank of America
North Carolina
$16M +$843K +18,353 +7%
Federated Hermes
49
Federated Hermes
Pennsylvania
$15.4M -$6.48M -141,096 -33%
CAM
50
Cortina Asset Management
Wisconsin
$15.2M +$12.9M +280,311 New