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Webster Financial

470 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $6.57M

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $6.93B → $8.4B (+$1.47B)

7% more funds holding

Funds holding: 438470 (+32)

1.98% more ownership

Funds ownership: 86.77%88.75% (+2%)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

Holders
470
Holders Change
+32
Holders Change %
+7.31%
% of All Funds
6.19%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
162
Reduced
165
Closed
36
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
226
Fox Run Management
Connecticut
$951K +$946K +17,218 New
PD
227
Point72 (DIFC)
United Arab Emirates
$949K +$576K +10,490 +157%
CCA
228
Cobblestone Capital Advisors
New York
$941K -$439 -8 -0%
RMC
229
Resources Management Corp
Connecticut
$929K -$13.7K -250 -1%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$897K -$18.5K -336 -2%
HFRG
231
Houlihan Financial Resource Group
Virginia
$860K
IMRF
232
Illinois Municipal Retirement Fund
Illinois
$836K
CIBC World Market
233
CIBC World Market
Ontario, Canada
$834K -$494K -9,000 -37%
Mariner
234
Mariner
Kansas
$829K +$165 +3 +0%
BCM
235
Bayesian Capital Management
New York
$828K +$824K +15,000 New
SPI
236
Sutton Place Investors
New York
$823K +$304K +5,529 +59%
BWM
237
BCGM Wealth Management
Indiana
$815K -$73.2K -1,332 -8%
BHCM
238
Brevan Howard Capital Management
Jersey
$805K -$112K -2,047 -12%
HAI
239
Hennessy Advisors Inc
California
$773K -$165K -3,000 -18%
AWA
240
Arkadios Wealth Advisors
Georgia
$766K -$3.66M -66,655 -83%
SAM
241
Securian Asset Management
Minnesota
$716K -$20.4K -372 -3%
LA
242
Latitude Advisors
Florida
$698K
NSEDCP
243
NJ State Employees Deferred Compensation Plan
New Jersey
$693K
FHB
244
First Hawaiian Bank
Hawaii
$691K
CIC
245
Cornercap Investment Counsel
Georgia
$664K
AWS
246
Atria Wealth Solutions
New York
$639K -$439 -8 -0.1%
KAS
247
Kestra Advisory Services
Texas
$630K -$19.6K -357 -3%
QCM
248
Quantinno Capital Management
New York
$628K +$136K +2,484 +28%
USAA
249
United Services Automobile Association
Texas
$628K
FCMC
250
Founders Capital Management (Connecticut)
Connecticut
$612K

WBS Hedge Fund Activity: Q4 2024 in Review

470 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q4 2024, worth a combined $8.4B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new WBS positions and 36 closed out — a net gain of 38 holders — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $60.1M. The largest seller was Citadel Advisors, cutting an estimated $121M.

  • 470 institutional investors held Webster Financial (WBS) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $8.4B of Webster Financial stock for Q4 2024, up 21% quarter-over-quarter.
  • 74 funds opened new Webster Financial positions in Q4 2024 and 36 closed out, a net change of +38 holders.
  • The largest Webster Financial buyer in Q4 2024 was Verition Fund Management, an estimated $60.1M added.
  • The largest Webster Financial seller in Q4 2024 was Citadel Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.