We are live on ! Find out more
WBS icon

Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
226
Brevan Howard Capital Management
Jersey
$775K +$80.1K +1,745 +12%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$773K -$431K -9,389 -36%
BWM
228
BCGM Wealth Management
Indiana
$750K -$40.2K -875 -5%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$737K -$188K -4,107 -21%
PAG
230
Private Advisor Group
New Jersey
$735K -$47.8K -1,041 -6%
HFRG
231
Houlihan Financial Resource Group
Virginia
$726K +$715K +15,575 New
EP
232
Edgestream Partners
New Jersey
$719K -$4.12M -89,688 -85%
IMRF
233
Illinois Municipal Retirement Fund
Illinois
$706K
Mariner
234
Mariner
Kansas
$699K +$23.9K +520 +4%
XT
235
XTX Topco
Cayman Islands
$690K +$679K +14,802 New
Lazard Asset Management
236
Lazard Asset Management
New York
$647K -$138 -3 -0%
QCM
237
Qsemble Capital Management
New York
$644K -$854K -18,598 -57%
SAM
238
Securian Asset Management
Minnesota
$621K -$15.9K -347 -3%
QC
239
Quadrature Capital
United Kingdom
$600K -$444K -9,667 -43%
LA
240
Latitude Advisors
Florida
$589K
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
$585K
FHB
242
First Hawaiian Bank
Hawaii
$583K
CWM
243
Circle Wealth Management
New Jersey
$581K -$11.4K -249 -2%
CIC
244
Cornercap Investment Counsel
Georgia
$560K -$633K -13,792 -53%
KAS
245
Kestra Advisory Services
Texas
$548K -$48.4K -1,054 -8%
AWS
246
Atria Wealth Solutions
New York
$540K -$89.3K -1,945 -14%
USAA
247
United Services Automobile Association
Texas
$530K -$120K -2,623 -19%
FCMC
248
Founders Capital Management (Connecticut)
Connecticut
$516K
CL
249
Choreo LLC
Illinois
$514K +$179K +3,903 +52%
SRL
250
Scientech Research LLC
New Jersey
$507K +$58K +1,263 +13%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.