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Webster Financial

457 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0.5% more ownership

Funds ownership: 86.4%86.9% (+0.5%)

1% less funds holding

Funds holding: 461457 (-4)

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

8% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $4.07M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less capital invested

Capital invested by funds: $6.94B → $5.96B (-$979M)

Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
169
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AM
476
AGF Management
Ontario, Canada
-$473K -9,990 Closed
BFS
477
Bradley Foster & Sargent
Connecticut
-$458K -9,667 Closed
BC
478
Bridgefront Capital
Texas
-$324K -6,837 Closed
LA
479
LBP AM
France
-$306K -6,472 Closed
PTP
480
Platform Technology Partners
New York
-$277K -5,854 Closed
PRC
481
Pearl River Capital
Michigan
-$273K -5,768 Closed
FFM
482
Forum Financial Management
Illinois
-$253K -5,334 Closed
RJT
483
Raymond James Trust
Florida
-$250K -5,289 Closed
TF
484
TIAA FSB
Florida
-$217K -4,584 Closed
ISL
485
Ingalls & Snyder LLC
New York
-$216K -4,556 Closed
RPC
486
Rossmore Private Capital
Connecticut
-$212K -4,477 Closed
Assenagon Asset Management
487
Assenagon Asset Management
Luxembourg
-$210K -4,426 Closed
William Blair & Company
488
William Blair & Company
Illinois
-$203K -4,298 Closed
MCC
489
Money Concepts Capital
Florida
-$163K -3,442 Closed
Canada Pension Plan Investment Board
490
Canada Pension Plan Investment Board
Ontario, Canada
-$80.5K -1,700 Closed
T
491
TOBAM
France
-$34K -720 Closed
JEST
492
JTC Employer Solutions Trustee
Jersey
-$24K -500 Closed
KIA
493
Kraematon Investment Advisors
Massachusetts
-$21.5K -455 Closed
MWM
494
Mascoma Wealth Management
New Hampshire
-$19.5K -412 Closed
CS
495
Comerica Securities
Michigan
-$11.6K -244 Closed
CA
496
Crewe Advisors
Utah
-$7.2K -152 Closed
FGAM
497
Financial Gravity Asset Management
Texas
-$222 -47 Closed
LF
498
Lee Financial
Texas
-$1.61K -34 Closed
SWA
499
Sutton Wealth Advisors
Florida
-$1.09K -23 Closed
BAAM
500
Baker Avenue Asset Management
California
-$757 -16 Closed