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Webster Financial

255 hedge funds and large institutions have $2.06B invested in Webster Financial in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.3M

10% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 93

1.05% less ownership

Funds ownership: 87.77%86.72% (-1.1%)

4% less funds holding

Funds holding: 265255 (-10)

9% less capital invested

Capital invested by funds: $2.26B → $2.06B (-$199M)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
84
Reduced
93
Closed
40
Calls
$2.98M
Puts
$2.3M
Net Calls
+$673K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$5K +$5.15K +190 New
QCG
227
Quadrant Capital Group
Ohio
$4K -$1.73K -64 -31%
SIS
228
Sound Income Strategies
Florida
$4K
EARNEST Partners
229
EARNEST Partners
Georgia
$3K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$3K
TIM
231
Tortoise Investment Management
New York
$3K
NC
232
NewSquare Capital
Pennsylvania
$3K +$2.71K +100 New
GRP
233
Global Retirement Partners
California
$2K -$271 -10 -13%
CAL
234
Capital Analysts LLC
Pennsylvania
$2K
CAW
235
Cornerstone Advisors (Washington)
Washington
$2K
LC
236
Lindbrook Capital
California
$2K
TWA
237
TCI Wealth Advisors
Arizona
$2K
NNP
238
Nachman Norwood & Parrott
South Carolina
$2K +$2.52K +93 New
Millennium Management
239
Millennium Management
New York
$1.7K -$1.61M -59,594 -48%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$1K -$64K -2,363 -98%
QT
241
Quantbot Technologies
New York
$1K -$16.8K -621 -93%
GWM
242
Geneos Wealth Management
Colorado
$1K
GWS
243
Glassman Wealth Services
Virginia
$1K
GT
244
Glenmede Trust
Pennsylvania
$1K
HGWM
245
Harvest Group Wealth Management
Massachusetts
$1K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$1K
FHA
248
Flagship Harbor Advisors
Massachusetts
$1K +$27 +1 +1%
ABC
249
Associated Banc-Corp
Wisconsin
$1K +$1.38K +51 New
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
-$19M -663,306 Closed

WBS Hedge Fund Activity: Q3 2020 in Review

255 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2020, worth a combined $2.06B — down 8.8% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WBS and 31 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 84 added.

The largest buyer was Russell Investments Group, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $26.7M.

  • 255 institutional investors held Webster Financial (WBS) as of Q3 2020, down from 265 in Q2 2020.
  • Funds reported $2.06B of Webster Financial stock for Q3 2020, down 8.8% quarter-over-quarter.
  • 31 funds opened new Webster Financial positions in Q3 2020 and 40 closed out, a net change of -9 holders.
  • The largest Webster Financial buyer in Q3 2020 was Russell Investments Group, an estimated $32.1M added.
  • The largest Webster Financial seller in Q3 2020 was Wells Fargo, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2020.