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WBS

Webster Financial
WBS

Delisted

WBS was delisted on the 19th of August, 2026.

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
MAM
251
Meeder Asset Management
Ohio
$3K +$2.2K +54 +68%
OPS
252
Orion Portfolio Solutions
Nebraska
$3K +$2.4K +59 +79%
LWA
253
Lenox Wealth Advisors
New York
$3K +$3.54K +87 +193%
GRP
254
Global Retirement Partners
California
$2K -$976 -24 -25%
TWA
255
TCI Wealth Advisors
Arizona
$2K -$366 -9 -12%
CAL
256
Capital Analysts LLC
Pennsylvania
$2K
EARNEST Partners
257
EARNEST Partners
Georgia
$2K
FHA
258
Flagship Harbor Advisors
Massachusetts
$2K
SFS
259
Sowell Financial Services
Arkansas
$2K
TIM
260
Tortoise Investment Management
New York
$2K
RWA
261
Ropes Wealth Advisors
Massachusetts
$2K +$3.05K +75 New
CAN
262
Claraphi Advisory Network
United States
$2K +$4.11K +101 New
GWS
263
Glassman Wealth Services
Virginia
$1K -$3.74K -92 -81%
GWM
264
Geneos Wealth Management
Colorado
$1K
EI
265
Ellevest Inc
New York
$1K +$1.42K +35 New
SFSIG
266
San Francisco Sentry Investment Group
California
$1K +$1.42K +35 New
GSWM
267
Golden State Wealth Management
California
$1K +$1.5K +37 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$1K +$1.5K +37 New
VFA
269
Valeo Financial Advisors
Indiana
$1K +$1.79K +44 New
TI
270
tru Independence
Oregon
$1
VNIM
271
Vaughan Nelson Investment Management
Texas
-$55.5M -1,040,135 Closed
Janus Henderson Group
272
Janus Henderson Group
-$34.4M -644,930 Closed
ACL
273
Azora Capital LP
Florida
-$33.6M -629,139 Closed
MDSL
274
M.D. Sass LLC
New York
-$15M -280,559 Closed
SAM
275
Silvercrest Asset Management
New York
-$11.2M -210,801 Closed

WBS Hedge Fund Activity: Q1 2020 in Review

275 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2020, worth a combined $1.81B — down 59% from $4.39B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of WBS and 48 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $76.9M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $55.5M sold.

  • 275 institutional investors held Webster Financial (WBS) as of Q1 2020, down from 291 in Q4 2019.
  • Funds reported $1.81B of Webster Financial stock for Q1 2020, down 59% quarter-over-quarter.
  • 48 funds opened new Webster Financial positions in Q1 2020 and 60 closed out, a net change of -12 holders.
  • The largest Webster Financial buyer in Q1 2020 was T. Rowe Price Associates, an estimated $76.9M added.
  • The largest Webster Financial seller in Q1 2020 was Vaughan Nelson Investment Management, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2020.