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Webster Financial

290 hedge funds and large institutions have $5.44B invested in Webster Financial in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.98M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $4.85B → $5.44B (+$590M)

7% more funds holding

Funds holding: 271290 (+19)

2.4% less ownership

Funds ownership: 95.21%92.8% (-2.4%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
90
Reduced
108
Closed
17
Calls
$15.2M
Puts
$5.98M
Net Calls
+$9.19M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
226
YHB Investment Advisors
Connecticut
$271K -$12.5K -200 -4%
US Bancorp
227
US Bancorp
Minnesota
$270K -$28.3K -454 -10%
TG
228
TLP Group
Illinois
$269K +$263K +4,225 New
BMO
229
Beck Mack & Oliver
New York
$261K
SIG
230
Sky Investment Group
Connecticut
$244K
GCP
231
GSA Capital Partners
United Kingdom
$243K +$238K +3,815 New
BTS
232
BB&T Securities
Virginia
$241K -$28K -449 -11%
CCM
233
Coldstream Capital Management
Washington
$238K +$233K +3,737 New
AG
234
Advisor Group
Arizona
$231K -$42K -675 -16%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$220K +$215K +3,458 New
DWT
236
Dorsey & Whitney Trust
South Dakota
$218K +$213K +3,423 New
FC
237
Ferris Capital
Massachusetts
$214K
CT
238
Coastline Trust
Rhode Island
$209K +$204K +3,284 New
LPL Financial
239
LPL Financial
California
$206K +$201K +3,236 New
HighTower Advisors
240
HighTower Advisors
Illinois
$205K +$200K +3,216 New
AWM
241
Avior Wealth Management
Nebraska
$201K +$196K +3,148 New
ECM
242
ETrade Capital Management
Virginia
$201K +$197K +3,159 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$685 +11 +0.4%
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$169K +$165K +2,655 New
WT
245
Washington Trust
Rhode Island
$113K +$111K +1,781 New
Fuller & Thaler Asset Management
246
Fuller & Thaler Asset Management
California
$102K
TRCT
247
Tower Research Capital (TRC)
New York
$96K -$495K -7,944 -84%
HCM
248
Highlander Capital Management
New Jersey
$90K
ASN
249
Advisory Services Network
Georgia
$83K +$18.7K +300 +32%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$69.7K -$685 -11 -1%

WBS Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2018, worth a combined $5.44B — up 12% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 17 closed out — a net gain of 20 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $60.9M.

  • 290 institutional investors held Webster Financial (WBS) as of Q2 2018, up from 271 in Q1 2018.
  • Funds reported $5.44B of Webster Financial stock for Q2 2018, up 12% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q2 2018 and 17 closed out, a net change of +20 holders.
  • The largest Webster Financial buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Webster Financial seller in Q2 2018 was Goldman Sachs, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2018.