WBS icon

Webster Financial
WBS

Overview Fund Activity

270 hedge funds and large institutions have $4.85B invested in Webster Financial in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 27 closing their positions.

Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
6.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
33
Increased
81
Reduced
110
Closed
27
Calls
$3.65M
Puts
$5.14M
Net Calls
-$1.49M
Net Calls Change
-$13.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$52.7M
2
State Street
2
State Street
Massachusetts
$272M
3
Capital World Investors
3
Capital World Investors
California
$178M
4
PCM
4
Polaris Capital Management
Massachusetts
$61.2M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$20.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$92M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$92.7M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$70.4M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
251
Assured Investment Management
New York
$8K 139 +139 New
SPIA
252
Steward Partners Investment Advisory
New York
$6K 118 – –
TCOV
253
Trust Company of Vermont
Vermont
$6K 105 – –
TIM
254
Tortoise Investment Management
New York
$6K 100 – –
FRA
255
Front Row Advisors
California
$5K 85 +85 New
VCM
256
Versant Capital Management
Arizona
$4K 90 -5 -5%
TWA
257
TCI Wealth Advisors
Arizona
$4K 67 – –
JA
258
JOYN Advisors
Georgia
$4K 71 +71 New
S
259
SignatureFD
Georgia
$4K 72 +72 New
ACS
260
Archford Capital Strategies
Illinois
$4K 76 +76 New
GWM
261
Geneos Wealth Management
Colorado
$3K 70 – –
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$3K 50 – –
QCG
263
Quadrant Capital Group
Ohio
$3K 73 – –
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$2.6K 47 – –
PA
265
Parallel Advisors
California
$2K 33 – –
WAM
266
Wealthspire Advisors (Maryland)
Maryland
$1K 11 -22 -67%
MWM
267
MinichMacGregor Wealth Management
New York
$1K 25 -3 -11%
CAW
268
Cornerstone Advisors (Washington)
Washington
$1K 19 +19 New
LWA
269
Lenox Wealth Advisors
New York
$1K 24 +24 New
Nomura Holdings
270
Nomura Holdings
Japan
$46 839 +839 New
KCM
271
Kennedy Capital Management
Missouri
– – -69,765 Closed
EGM
272
Engineers Gate Manager
New York
– – -43,780 Closed
PP
273
Paloma Partners
Connecticut
– – -43,523 Closed
MWNA
274
Marshall Wace North America
New York
– – -39,794 Closed
BCM
275
BlueCrest Capital Management
Jersey
– – -29,044 Closed
9 10
11
12 13