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Webster Financial

297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 89.43%91.19% (+1.8%)

0% more capital invested

Capital invested by funds: $3.93B → $3.94B (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

4% less funds holding

Funds holding: 309297 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

76% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $12.7M

Holders
297
Holders Change
-12
Holders Change %
-3.88%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
111
Reduced
113
Closed
39
Calls
$3.03M
Puts
$12.7M
Net Calls
-$9.69M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Belpointe Asset Management
Nevada
$100K +$756 +16 +0.8%
NIT
252
NumerixS Investment Technologies
British Columbia, Canada
$94K +$37.7K +798 +66%
Toronto Dominion Bank
253
Toronto Dominion Bank
Ontario, Canada
$75K -$48.8K -1,033 -39%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$70K +$23.8K +504 +51%
TRCT
255
Tower Research Capital (TRC)
New York
$62K -$170K -3,604 -73%
MWNA
256
Marshall Wace North America
New York
$58K -$8.9M -188,315 -99%
WAM
257
Westport Asset Management
Connecticut
$52K
CFB
258
Cullen/Frost Bankers
Texas
$48K +$48.7K +1,031 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$47K +$47.7K +1,009 New
AssetMark Inc
260
AssetMark Inc
California
$43K +$2.84K +60 +7%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$36.3K -$7.23K -153 -17%
FHA
262
First Horizon Advisors
Tennessee
$31K +$4.44K +94 +16%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$15K -$4.02K -85 -21%
LF
264
Lee Financial
Texas
$13K +$3.78K +80 +42%
SNT
265
Security National Trust
West Virginia
$12K
QCG
266
Quadrant Capital Group
Ohio
$12K +$5.34K +113 +53%
PA
267
Parallel Advisors
California
$12K +$10.8K +228 +691%
GAM
268
Gemmer Asset Management
California
$11K -$1.51K -32 -12%
PCM
269
Peregrine Capital Management
Minnesota
$10K
CIA
270
CSat Investment Advisory
Michigan
$10K +$1.42K +30 +16%
QI
271
QS Investors
New York
$9K +$8.27K +175 New
S
272
SignatureFD
Georgia
$8K +$5.11K +108 +150%
Lazard Asset Management
273
Lazard Asset Management
New York
$8K +$8.09K +171 New
SIS
274
Sound Income Strategies
Florida
$7K +$7.57K +160 New
SIAS
275
Shine Investment Advisory Services
Colorado
$6K

WBS Hedge Fund Activity: Q3 2019 in Review

297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.

  • 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
  • Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
  • 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
  • The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
  • The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2019.