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Webster Financial

275 hedge funds and large institutions have $1.81B invested in Webster Financial in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

3.81% less ownership

Funds ownership: 89.45%85.63% (-3.8%)

5% less funds holding

Funds holding: 291275 (-16)

11% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.67M

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

59% less capital invested

Capital invested by funds: $4.39B → $1.81B (-$2.58B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
101
Reduced
84
Closed
60
Calls
$1.48M
Puts
$1.67M
Net Calls
-$183K
Net Calls Change
-$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$288M +$76.9M +1,891,399 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M -$2.7M -66,382 -0.7%
BlackRock
3
BlackRock
New York
$196M -$5.66M -139,092 -2%
Macquarie Group
4
Macquarie Group
Australia
$71.3M +$20.8M +511,674 +20%
State Street
5
State Street
Massachusetts
$68.2M -$2.33M -57,346 -2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$60.6M +$4.51M +110,757 +4%
FCM
7
Frontier Capital Management
Massachusetts
$57.4M -$9.36M -230,184 -8%
WA
8
Wasatch Advisors
Utah
$53.3M +$7.65M +188,058 +9%
Pzena Investment Management
9
Pzena Investment Management
New York
$50.1M +$7.65M +187,954 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$49.1M -$24.6M -605,048 -22%
Citadel Advisors
11
Citadel Advisors
Florida
$41.7M +$10.5M +257,662 +16%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$35.2M +$5.41M +133,096 +9%
Wells Fargo
13
Wells Fargo
California
$32.4M +$1.82M +44,763 +3%
NC
14
Nitorum Capital
New York
$28.7M -$23.1M -566,922 -31%
GKIM
15
GW&K Investment Management
Massachusetts
$25.6M -$7.37M -181,280 -14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.2M +$1.78M +43,688 +4%
Norges Bank
17
Norges Bank
Norway
$22M +$4.44M +109,182 +13%
PCM
18
Polaris Capital Management
Massachusetts
$20.8M +$1.14M +28,000 +3%
Charles Schwab
19
Charles Schwab
California
$18.5M +$969K +23,823 +3%
Northern Trust
20
Northern Trust
Illinois
$17.4M +$1.07M +26,261 +4%
M&T Bank
21
M&T Bank
New York
$17.1M -$182K -4,468 -86%
Capital Research Global Investors
22
Capital Research Global Investors
California
$16.8M -$42.9M -1,054,114 -59%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$14.7M -$1.78M -43,669 -6%
Millennium Management
24
Millennium Management
New York
$13.8M +$21.1M +517,745 +614%
Invesco
25
Invesco
Georgia
$13.5M +$1.42M +34,835 +6%