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WBS

Webster Financial
WBS

Delisted

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

231 hedge funds and large institutions have $3.09B invested in Webster Financial in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

17% more capital invested

Capital invested by funds: $2.64B → $3.09B (+$453M)

15% more funds holding

Funds holding: 201231 (+30)

2.46% more ownership

Funds ownership: 90.02%92.48% (+2.5%)

1% less call options, than puts

Call options by funds: $831K | Put options by funds: $840K

Holders
231
Holders Change
+30
Holders Change %
+14.93%
% of All Funds
6.15%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
50
Increased
82
Reduced
69
Closed
18
Calls
$831K
Puts
$840K
Net Calls
-$9K
Net Calls Change
-$343K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$224M +$1.04M +30,896 +0.5%
SFM
2
Systematic Financial Management
New Jersey
$219M -$42.3M -1,260,329 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$209M +$8.83M +262,931 +5%
State Street
4
State Street
Massachusetts
$180M -$17.4M -517,152 -10%
BFA
5
BlackRock Fund Advisors
California
$164M +$1.4M +41,674 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$108M +$2.59M +77,017 +3%
Goldman Sachs
7
Goldman Sachs
New York
$107M +$9.77M +290,967 +11%
Fisher Asset Management
8
Fisher Asset Management
Washington
$100M -$1.86M -55,330 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$99.1M +$12.5M +371,520 +16%
Northern Trust
10
Northern Trust
Illinois
$99M +$949K +28,250 +1%
VNIM
11
Vaughan Nelson Investment Management
Texas
$97.4M -$16.5M -492,425 -16%
BIT
12
BlackRock Institutional Trust
California
$97.2M +$2.77M +82,469 +3%
Macquarie Group
13
Macquarie Group
Australia
$91.5M +$4.12M +122,553 +5%
TA
14
Tiptree Advisors
New York
$79.3M +$35.4M +1,054,583 +97%
AllianceBernstein
15
AllianceBernstein
Tennessee
$77.3M -$313K -9,310 -0.4%
Pzena Investment Management
16
Pzena Investment Management
New York
$61.3M +$7.8M +232,156 +16%
KA
17
Kerrisdale Advisers
Florida
$52.1M +$47.2M +1,405,218 New
Citadel Advisors
18
Citadel Advisors
Florida
$35.2M +$17.6M +522,897 +122%
Prudential Financial
19
Prudential Financial
New Jersey
$33.6M +$24.4M +725,972 +398%
O
20
OppenheimerFunds
New York
$32.8M +$779K +23,202 +3%
Principal Financial Group
21
Principal Financial Group
Iowa
$31.6M -$936K -27,866 -3%
CRCP
22
Copper Rock Capital Partners
Massachusetts
$29.2M +$2.87M +85,427 +12%
FMA
23
Fiduciary Management Associates
Illinois
$27.9M -$68.2K -2,030 -0.3%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27.3M -$3.61M -107,350 -13%
RFC
25
Russell Frank Company
Washington
$25.6M -$6.51M -193,958 -22%

WBS Hedge Fund Activity: Q1 2015 in Review

231 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q1 2015, worth a combined $3.09B — up 17% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WBS positions and 18 closed out — a net gain of 32 holders — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Kerrisdale Advisers, opening a new position worth an estimated $47.2M. The largest seller was Allianz Asset Management, cutting an estimated $78.9M.

  • 231 institutional investors held Webster Financial (WBS) as of Q1 2015, up from 201 in Q4 2014.
  • Funds reported $3.09B of Webster Financial stock for Q1 2015, up 17% quarter-over-quarter.
  • 50 funds opened new Webster Financial positions in Q1 2015 and 18 closed out, a net change of +32 holders.
  • The largest Webster Financial buyer in Q1 2015 was Kerrisdale Advisers, an estimated $47.2M added.
  • The largest Webster Financial seller in Q1 2015 was Allianz Asset Management, an estimated $78.9M sold.

Based on aggregated 13F filings for Q1 2015.