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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
251
Atria Wealth Solutions
New York
$526K +$40.1K +1,085 +8%
BC
252
Bridgefront Capital
Texas
$521K +$510K +13,811 New
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$513K
Mariner
254
Mariner
Kansas
$509K +$369 +10 +0.1%
CWM
255
Circle Wealth Management
New Jersey
$500K -$24.9K -674 -5%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$498K -$1.78M -48,157 -78%
TD Asset Management
257
TD Asset Management
Ontario, Canada
$496K -$2.4K -65 -0.5%
LA
258
Latitude Advisors
Florida
$477K
EI
259
Ethic Inc
New York
$475K -$14.6K -395 -3%
SI
260
Stephens Inc
Arkansas
$474K -$9.71K -263 -2%
NSEDCP
261
NJ State Employees Deferred Compensation Plan
New Jersey
$474K
FHB
262
First Hawaiian Bank
Hawaii
$472K
JMPWA
263
JP Morgan Private Wealth Advisors
California
$471K -$679K -18,382 -60%
E
264
Ergoteles
New York
$465K -$10M -272,053 -96%
DWA
265
Douglass Winthrop Advisors
New York
$464K -$40.6K -1,100 -8%
Nordea Investment Management
266
Nordea Investment Management
Sweden
$447K
FCMC
267
Founders Capital Management (Connecticut)
Connecticut
$434K -$31K -840 -7%
PP
268
Prudential plc
United Kingdom
$431K
KAS
269
Kestra Advisory Services
Texas
$425K +$72.9K +1,975 +21%
I
270
InceptionR
California
$424K +$87K +2,357 +27%
USAA
271
United Services Automobile Association
Texas
$412K +$7.79K +211 +2%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$404K -$34.3K -930 -8%
SAM
273
Storebrand Asset Management
Norway
$397K -$41.8K -1,131 -10%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$390K
BNP Paribas Asset Management
275
BNP Paribas Asset Management
France
$388K -$614K -16,637 -62%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.