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WBS

Webster Financial
WBS

Delisted

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

471 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 160

0.08% less ownership

Funds ownership: 87.18%87.11% (-0.08%)

0% less capital invested

Capital invested by funds: $7.61B → $7.59B (-$20.4M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 479471 (-8)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $25.2M

Holders
471
Holders Change
-8
Holders Change %
-1.67%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
54
Increased
168
Reduced
160
Closed
59
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Shell Asset Management
Netherlands
$435K +$363K +7,417 +289%
HT
277
Headlands Technologies
Illinois
$429K +$291K +5,945 +238%
ProShare Advisors
278
ProShare Advisors
Maryland
$426K -$32.1K -657 -7%
LFAS
279
Level Four Advisory Services
Texas
$425K +$10.2K +209 +3%
BHPW
280
Beverly Hills Private Wealth
California
$422K -$27.2K -557 -6%
HCPC
281
Hamilton Capital Partners (Canada)
$417K -$181K -3,704 -31%
BFS
282
Bradley Foster & Sargent
Connecticut
$409K
PA
283
Profund Advisors
Maryland
$407K -$61.4K -1,256 -14%
EWM
284
Evercore Wealth Management
New York
$403K
CCM
285
Coldstream Capital Management
Washington
$397K +$9.63K +197 +3%
AC
286
AXQ Capital
New Jersey
$396K +$381K +7,800 New
SAI
287
Systematic Alpha Investments
New Jersey
$396K
Korea Investment Corp
288
Korea Investment Corp
South Korea
$393K
BMCM
289
Burns Matteson Capital Management
New York
$388K +$374K +7,642 New
OTL
290
Oak Thistle LLC
New York
$386K -$217K -4,438 -37%
SCM
291
Shelton Capital Management
Colorado
$386K -$2.98K -61 -0.8%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$384K +$4.35K +89 +1%
US Bancorp
293
US Bancorp
Minnesota
$380K +$12.7K +260 +4%
CA
294
Cetera Advisors
Colorado
$371K +$70.2K +1,435 +24%
AA
295
ALPS Advisors
Colorado
$361K -$26.5K -541 -7%
SLAM
296
Swiss Life Asset Management
$360K -$110K -2,254 -24%
II
297
Inspire Investing
Idaho
$357K -$24.4K -498 -7%
Parallax Volatility Advisers
298
Parallax Volatility Advisers
California
$356K +$343K +7,011 New
SAM
299
Silvercrest Asset Management
New York
$355K -$18.3K -374 -5%
ZCM
300
Ziegler Capital Management
Illinois
$353K +$3.4M +69,598 New

WBS Hedge Fund Activity: Q1 2024 in Review

471 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2024, worth a combined $7.59B — down 0.27% from $7.61B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WBS and 54 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 168 added.

The largest buyer was Citadel Advisors, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 471 institutional investors held Webster Financial (WBS) as of Q1 2024, down from 479 in Q4 2023.
  • Funds reported $7.59B of Webster Financial stock for Q1 2024, down 0.27% quarter-over-quarter.
  • 54 funds opened new Webster Financial positions in Q1 2024 and 59 closed out, a net change of -5 holders.
  • The largest Webster Financial buyer in Q1 2024 was Citadel Advisors, an estimated $71.6M added.
  • The largest Webster Financial seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2024.