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Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
251
Wolverine Trading
Illinois
$493K +$487K +10,618 New
DWA
252
Douglass Winthrop Advisors
New York
$480K
CAM
253
Cresset Asset Management
Illinois
$477K -$7.71K -168 -2%
SAM
254
Shell Asset Management
Netherlands
$465K +$458K +9,981 New
TRCT
255
Tower Research Capital (TRC)
New York
$463K -$1.32M -28,841 -74%
OTL
256
Oak Thistle LLC
New York
$460K +$453K +9,863 New
Mitsubishi UFJ Trust & Banking
257
Mitsubishi UFJ Trust & Banking
Japan
$457K -$5.23K -114 -1%
CGH
258
Crossmark Global Holdings
Texas
$454K
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$454K -$176K -3,844 -28%
Cerity Partners
260
Cerity Partners
New York
$449K +$139K +3,036 +46%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$438K +$4.22K +92 +1%
SPI
262
Sutton Place Investors
New York
$437K -$22.4K -489 -5%
URS
263
Utah Retirement Systems
Utah
$428K
NP
264
NorthRock Partners
Minnesota
$421K +$7.16K +156 +2%
PI
265
PEAK6 Investments
Illinois
$421K -$268K -5,837 -39%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$416K -$18.3K -398 -4%
QCM
267
Quantinno Capital Management
New York
$414K +$159K +3,456 +64%
II
268
Inspire Investing
Idaho
$412K +$35.4K +771 +10%
First Manhattan
269
First Manhattan
New York
$410K
BPA
270
Beacon Pointe Advisors
California
$409K -$7.71K -168 -2%
PA
271
Profund Advisors
Maryland
$406K +$59.9K +1,306 +18%
VCA
272
Verdence Capital Advisors
Maryland
$403K +$107K +2,332 +37%
ECM
273
Evergreen Capital Management
Washington
$392K -$2.75K -60 -0.7%
CCM
274
Coldstream Capital Management
Washington
$379K -$321 -7 -0.1%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$376K +$73.8K +1,608 +26%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.