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Webster Financial
WBS

Overview Fund Activity

275 hedge funds and large institutions have $1.81B invested in Webster Financial in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
6.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
101
Reduced
84
Closed
60
Calls
$1.48M
Puts
$1.67M
Net Calls
-$183K
Net Calls Change
-$3.16M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$288M
2
Millennium Management
2
Millennium Management
New York
$13.8M
3
Macquarie Group
3
Macquarie Group
Australia
$71.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$10.8M
5
SI
5
Sapience Investments
California
$6.66M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$17.1M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
ACL
4
Azora Capital LP
Florida
$0
5
Brown Advisory
5
Brown Advisory
Maryland
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
251
Meeder Asset Management
Ohio
$3K +$1.21K +54 +68%
OPS
252
Orion Portfolio Solutions
Nebraska
$3K +$1.32K +59 +79%
LWA
253
Lenox Wealth Advisors
New York
$3K +$1.98K +87 +193%
GRP
254
Global Retirement Partners
California
$2K -$658 -24 -25%
TWA
255
TCI Wealth Advisors
Arizona
$2K -$269 -9 -12%
CAL
256
Capital Analysts LLC
Pennsylvania
$2K – – –
TIM
257
Tortoise Investment Management
New York
$2K – – –
SFS
258
Sowell Financial Services
Arkansas
$2K – – –
FHA
259
Flagship Harbor Advisors
Massachusetts
$2K – – –
EARNEST Partners
260
EARNEST Partners
Georgia
$2K – – –
RWA
261
Ropes Wealth Advisors
Massachusetts
$2K +$2K +75 New
CAN
262
Claraphi Advisory Network
United States
$2K +$2K +101 New
GWS
263
Glassman Wealth Services
Virginia
$1K -$4.18K -92 -81%
GWM
264
Geneos Wealth Management
Colorado
$1K – – –
EI
265
Ellevest Inc
New York
$1K +$1K +35 New
SFSIG
266
San Francisco Sentry Investment Group
California
$1K +$1K +35 New
GSWM
267
Golden State Wealth Management
California
$1K +$1K +37 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$1K +$1K +37 New
VFA
269
Valeo Financial Advisors
Indiana
$1K +$1K +44 New
TI
270
tru Independence
Oregon
$1 – – –
VNIM
271
Vaughan Nelson Investment Management
Texas
– -$55.5M -1,040,135 Closed
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
– -$34.4M -644,930 Closed
ACL
273
Azora Capital LP
Florida
– -$33.6M -629,139 Closed
MDSL
274
M.D. Sass LLC
New York
– -$15M -280,559 Closed
SAM
275
Silvercrest Asset Management
New York
– -$11.2M -210,801 Closed
9 10
11
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