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Webster Financial

297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 89.43%91.19% (+1.8%)

0% more capital invested

Capital invested by funds: $3.93B → $3.94B (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

4% less funds holding

Funds holding: 309297 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

76% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $12.7M

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
111
Reduced
113
Closed
39
Calls
$3.03M
Puts
$12.7M
Net Calls
-$9.69M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
226
Jefferies Group
New York
$287K -$1.03M -21,741 -78%
RFC
227
Regions Financial Corp
Alabama
$285K +$51K +1,079 +22%
SM
228
Sciencast Management
New Jersey
$274K +$284K +6,000 New
Tudor Investment Corp
229
Tudor Investment Corp
Connecticut
$269K -$2.53M -53,410 -90%
NICM
230
Neo Ivy Capital Management
New York
$269K +$284K +5,999 New
DCM
231
Dupont Capital Management
Delaware
$258K -$174K -3,679 -40%
SPIA
232
Steward Partners Investment Advisory
New York
$258K -$96.3K -2,036 -27%
Neuberger Berman Group
233
Neuberger Berman Group
New York
$248K +$250K +5,283 New
Connor, Clark & Lunn Investment Management (CC&L)
234
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$234K -$429K -9,075 -64%
AG
235
Advisor Group
Arizona
$233K +$44.5K +941 +23%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$229K -$851 -18 -0.4%
PAM
237
Panagora Asset Management
Massachusetts
$225K
SRAM
238
Stone Ridge Asset Management
New York
$225K +$23.6K +500 +12%
PHAM
239
Palisades Hudson Asset Management
Florida
$223K +$1.94K +41 +0.9%
YIA
240
YHB Investment Advisors
Connecticut
$222K -$3.78K -80 -2%
LIA
241
LS Investment Advisors
Michigan
$219K +$7.04K +149 +3%
Allianz Asset Management
242
Allianz Asset Management
Germany
$214K -$338K -7,141 -61%
ESB
243
Essex Savings Bank
Connecticut
$205K -$207K -4,381 -50%
QCM
244
Quantinno Capital Management
New York
$202K -$265K -5,603 -57%
WAM
245
World Asset Management
Michigan
$202K -$1.61K -34 -0.8%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$31.9K +674 +22%
PHK
247
Point72 Hong Kong
Hong Kong
$162K +$163K +3,449 New
ASN
248
Advisory Services Network
Georgia
$157K
HCM
249
Hilton Capital Management
New York
$150K +$69.8K +1,477 +86%
US Bancorp
250
US Bancorp
Minnesota
$103K +$15.5K +328 +17%

WBS Hedge Fund Activity: Q3 2019 in Review

297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.

  • 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
  • Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
  • 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2019.