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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BCGM Wealth Management
Indiana
$797K +$55.3K +1,497 +8%
HF
227
HRT Financial
New York
$797K -$4.46M -120,690 -85%
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$790K +$773K +20,939 New
PAG
229
Private Advisor Group
New Jersey
$762K +$196K +5,314 +39%
WorldQuant Millennium Advisors
230
WorldQuant Millennium Advisors
New York
$761K
EFS
231
Essex Financial Services
Connecticut
$751K -$25.7K -695 -3%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$746K +$60.7K +1,644 +9%
MP
233
MSD Partners
New York
$740K
EMFAT
234
Emerald Mutual Fund Advisers Trust
Pennsylvania
$735K
CB
235
Commerce Bank
Missouri
$726K +$3.69K +100 +0.5%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$720K -$297K -8,037 -30%
OWA
237
Outlook Wealth Advisors
Texas
$709K +$238K +6,453 +52%
NAM
238
Nissay Asset Management
Japan
$707K +$7.49K +203 +1%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$668K -$7.64K -207 -1%
GIBU
240
Gulf International Bank (UK)
United Kingdom
$662K -$195K -5,277 -23%
RMC
241
Resources Management Corp
Connecticut
$611K +$67.8K +1,836 +13%
TRCT
242
Tower Research Capital (TRC)
New York
$609K -$124K -3,365 -17%
SAM
243
Securian Asset Management
Minnesota
$588K -$10.4K -281 -2%
CGH
244
Crossmark Global Holdings
Texas
$577K -$16.1K -435 -3%
PFO
245
PMC FIG Opportunities
Israel
$566K +$554K +15,000 New
EGM
246
Engineers Gate Manager
New York
$563K -$370K -10,017 -40%
Millennium Management
247
Millennium Management
New York
$558K -$59.8M -1,618,847 -99%
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$547K
AIM
249
Aquila Investment Management
New York
$529K +$517K +14,000 New
OAM
250
Ostrum Asset Management
France
$528K +$480 +13 +0.1%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.