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Webster Financial

443 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$725M -$5.79M -136,128 -0.8%
BlackRock
2
BlackRock
New York
$701M -$6.72M -157,996 -0.9%
Capital International Investors
3
Capital International Investors
California
$336M +$776K +18,242 +0.2%
State Street
4
State Street
Massachusetts
$301M -$19.4M -456,807 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$293M +$57M +1,339,862 +23%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$246M -$23.8M -559,058 -8%
Invesco
7
Invesco
Georgia
$188M -$158K -3,724 -0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$141M +$3.83M +90,056 +3%
Macquarie Group
9
Macquarie Group
Australia
$122M -$13.9M -326,057 -10%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$118M -$1.72M -40,410 -1%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$115M -$1.86M -43,781 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$110M +$2.06M +48,445 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$108M +$2.44M +57,426 +2%
EARNEST Partners
14
EARNEST Partners
Georgia
$96.5M +$7.86M +184,905 +8%
Principal Financial Group
15
Principal Financial Group
Iowa
$93.5M -$1.39M -32,750 -1%
Pzena Investment Management
16
Pzena Investment Management
New York
$83.7M -$115K -2,696 -0.1%
Bank of America
17
Bank of America
North Carolina
$78.7M +$7.25M +170,516 +10%
Norges Bank
18
Norges Bank
Norway
$73.1M +$899K +21,149 +1%
DAM
19
Davis Asset Management
California
$70.5M +$6.38M +150,000 +9%
AllianceBernstein
20
AllianceBernstein
Tennessee
$68.4M -$9.2M -216,262 -11%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$64.9M +$45.6K +1,072 +0.1%
Morgan Stanley
22
Morgan Stanley
New York
$59.6M +$8.07M +189,846 +15%
BCM
23
Basswood Capital Management
New York
$58.3M +$3.27M +76,797 +6%
Northern Trust
24
Northern Trust
Illinois
$57.4M -$911K -21,424 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$56.6M -$64.5M -1,515,548 -52%