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Webster Financial

272 hedge funds and large institutions have $3.27B invested in Webster Financial in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 71 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

58% more capital invested

Capital invested by funds: $2.06B → $3.27B (+$1.2B)

7% more funds holding

Funds holding: 255272 (+17)

0.56% less ownership

Funds ownership: 86.72%86.16% (-0.56%)

24% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $3.33M

32% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 105

Holders
272
Holders Change
+17
Holders Change %
+6.67%
% of All Funds
4.81%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
51
Increased
71
Reduced
105
Closed
31
Calls
$2.52M
Puts
$3.33M
Net Calls
-$805K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
201
Sciencast Management
New Jersey
$247K +$192K +5,313 New
BFS
202
Bard Financial Services
Connecticut
$240K +$206K +5,700 New
KAS
203
Kestra Advisory Services
Texas
$237K +$203K +5,627 New
SPC
204
Sigma Planning Corp
Michigan
$233K +$199K +5,525 New
EGM
205
Engineers Gate Manager
New York
$220K +$188K +5,215 New
PCG
206
Private Capital Group
Connecticut
$214K -$6.03K -167 -3%
SCM
207
Shelton Capital Management
Colorado
$212K -$917K -25,408 -83%
PHAM
208
Palisades Hudson Asset Management
Florida
$212K +$182K +5,039 New
BFS
209
Bradley Foster & Sargent
Connecticut
$205K -$119K -3,284 -40%
LIA
210
LS Investment Advisors
Michigan
$203K +$173K +4,805 New
PAM
211
Panagora Asset Management
Massachusetts
$202K
ESB
212
Essex Savings Bank
Connecticut
$202K +$173K +4,792 New
M&T Bank
213
M&T Bank
New York
$202K +$173K +4,797 New
SFS
214
Sowell Financial Services
Arkansas
$154K +$103K +2,847 +358%
HWM
215
HighMark Wealth Management
Minnesota
$104K +$939 +26 +1%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$91K +$77.7K +2,152 New
WT
217
Washington Trust
Rhode Island
$81K -$36 -1 -0.1%
PHK
218
Point72 Hong Kong
Hong Kong
$79K +$67.8K +1,878 New
FMP
219
Financial Management Professionals
Texas
$73K +$62.2K +1,722 New
US Bancorp
220
US Bancorp
Minnesota
$66K
LIM
221
Longfellow Investment Management
Massachusetts
$63K +$53.6K +1,486 New
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$54K +$12K +333 +35%
SL
223
Savior LLC
Massachusetts
$48K
WAM
224
Westport Asset Management
Connecticut
$46K
CFB
225
Cullen/Frost Bankers
Texas
$30K