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Webster Financial

290 hedge funds and large institutions have $5.44B invested in Webster Financial in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.98M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $4.85B → $5.44B (+$590M)

7% more funds holding

Funds holding: 271290 (+19)

2.4% less ownership

Funds ownership: 95.21%92.8% (-2.4%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
90
Reduced
108
Closed
17
Calls
$15.2M
Puts
$5.98M
Net Calls
+$9.19M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
251
Hanseatic Management Services
New Mexico
$68K -$311 -5 -0.5%
AssetMark Inc
252
AssetMark Inc
California
$66K +$934 +15 +1%
IDBONY
253
Israel Discount Bank of New York
New York
$61K
WAM
254
Westport Asset Management
Connecticut
$61K
SWM
255
SeaCrest Wealth Management
New York
$53K +$311 +5 +0.6%
Acadian Asset Management
256
Acadian Asset Management
Massachusetts
$38K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$36K +$1.99K +32 +6%
MWM
258
Mascoma Wealth Management
New Hampshire
$26K
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$39.7K -638 -63%
FHA
260
First Horizon Advisors
Tennessee
$23K -$2.93K -47 -11%
GAM
261
Gemmer Asset Management
California
$20K -$747 -12 -4%
MSA
262
Marino Stram & Associates
Massachusetts
$20K
SNT
263
Security National Trust
West Virginia
$16K
MA
264
MUFG Americas
New York
$14K
PCM
265
Peregrine Capital Management
Minnesota
$14K +$13.6K +219 New
FHA
266
Flagship Harbor Advisors
Massachusetts
$14K +$14.1K +226 New
LF
267
Lee Financial
Texas
$11K
SIAS
268
Shine Investment Advisory Services
Colorado
$10K
LFA
269
Legacy Financial Advisors
Kentucky
$8K -$1.93K -31 -20%
SPIA
270
Steward Partners Investment Advisory
New York
$8K
TCOV
271
Trust Company of Vermont
Vermont
$7K
TIM
272
Tortoise Investment Management
New York
$6K
JA
273
JOYN Advisors
Georgia
$6K +$1.56K +25 +35%
EARNEST Partners
274
EARNEST Partners
Georgia
$6K +$6.29K +101 New
VCM
275
Versant Capital Management
Arizona
$5K -$125 -2 -2%

WBS Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2018, worth a combined $5.44B — up 12% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 17 closed out — a net gain of 20 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $60.9M.

  • 290 institutional investors held Webster Financial (WBS) as of Q2 2018, up from 271 in Q1 2018.
  • Funds reported $5.44B of Webster Financial stock for Q2 2018, up 12% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q2 2018 and 17 closed out, a net change of +20 holders.
  • The largest Webster Financial buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Webster Financial seller in Q2 2018 was Goldman Sachs, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2018.