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Webster Financial
WBS

Overview Fund Activity

453 hedge funds and large institutions have $6.41B invested in Webster Financial in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 177 reducing their positions, and 68 closing their positions.

Holders
453
Holders Change
-14
Holders Change %
-3%
% of All Funds
6.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
59
Increased
151
Reduced
177
Closed
68
Calls
$7.95M
Puts
$16.8M
Net Calls
-$8.82M
Net Calls Change
+$1.92M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$241M
2
ACL
2
Azora Capital LP
Florida
$94.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$45.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$69.9M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$30M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$172M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$21.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$61.1M
4
Millennium Management
4
Millennium Management
New York
$3.19M
5
Holocene Advisors
5
Holocene Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USAA
251
United Services Automobile Association
Texas
$610K 13,987 +950 +7%
Lazard Asset Management
252
Lazard Asset Management
New York
$604K 13,895 +10,275 +284%
SAM
253
Securian Asset Management
Minnesota
$596K 13,677 -469 -3%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$592K 13,584 – –
AWS
255
Atria Wealth Solutions
New York
$589K 13,523 -262 -2%
CWM
256
Circle Wealth Management
New Jersey
$554K 12,712 +22 +0.2%
LA
257
Latitude Advisors
Florida
$551K 12,636 – –
NSEDCP
258
NJ State Employees Deferred Compensation Plan
New Jersey
$547K 12,558 – –
FHB
259
First Hawaiian Bank
Hawaii
$546K 12,516 – –
FL
260
Fourthstone LLC
Missouri
$535K 12,268 +12,268 New
KAS
261
Kestra Advisory Services
Texas
$523K 12,814 -891 -7%
FCMC
262
Founders Capital Management (Connecticut)
Connecticut
$483K 11,079 -418 -4%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$465K 10,658 -246 -2%
CAM
264
Cresset Asset Management
Illinois
$453K 10,398 +1,784 +21%
DWA
265
Douglass Winthrop Advisors
New York
$449K 10,300 -1,000 -9%
Deutsche Bank
266
Deutsche Bank
Germany
$444K 10,177 +431 +4%
Mitsubishi UFJ Trust & Banking
267
Mitsubishi UFJ Trust & Banking
Japan
$432K 9,910 +9,910 New
SPI
268
Sutton Place Investors
New York
$430K 9,859 -28 -0.3%
RAM
269
Readystate Asset Management
Illinois
$428K 9,809 +9,809 New
CGH
270
Crossmark Global Holdings
Texas
$425K 9,741 -1,386 -12%
SRL
271
Scientech Research LLC
New Jersey
$419K 9,613 +9,613 New
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$406K 9,316 -864 -8%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$406K 9,313 -324 -3%
URS
274
Utah Retirement Systems
Utah
$400K 9,173 -300 -3%
JC
275
JB Capital
Connecticut
$398K 9,141 +30 +0.3%
9 10
11
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