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Webster Financial
WBS

Overview Fund Activity

468 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 160 increasing their positions, 165 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+33
Holders Change %
+7.59%
% of All Funds
6.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
160
Reduced
165
Closed
35
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M

Top Buyers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$97.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61.9M
3
SC
3
Samlyn Capital
New York
$82.4M
4
Millennium Management
4
Millennium Management
New York
$141M
5
TCM
5
TimesSquare Capital Management
New York
$45.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$57.5M
2
BCM
2
Basswood Capital Management
New York
$61.1M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$64.9M
4
KCM
4
Kodai Capital Management
Illinois
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
251
Fourthstone LLC
Missouri
$596K -$3.94M -71,300 -87%
Wolverine Trading
252
Wolverine Trading
Illinois
$585K +$2.03K +37 +0.3%
1C
253
111 Capital
France
$578K +$578K +10,467 New
I
254
InceptionR
California
$578K +$578K +10,459 New
DWA
255
Douglass Winthrop Advisors
New York
$563K -$5.52K -100 -1%
FFA
256
First Foundation Advisors
California
$555K -$1.54M -27,819 -73%
SAM
257
Shell Asset Management
Netherlands
$550K -$662 -12 -0.1%
PA
258
Profund Advisors
Maryland
$545K +$64.1K +1,161 +13%
CGH
259
Crossmark Global Holdings
Texas
$541K +$3.42K +62 +0.6%
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$538K – – –
NP
261
NorthRock Partners
Minnesota
$530K +$31.3K +567 +6%
CWM
262
Circle Wealth Management
New Jersey
$528K -$160K -2,894 -23%
TCM
263
Teza Capital Management
Illinois
$516K +$516K +9,352 New
Simplex Trading
264
Simplex Trading
Illinois
$512K +$140K +2,537 +38%
URS
265
Utah Retirement Systems
Utah
$507K – – –
LAM
266
LECAP Asset Management
United Kingdom
$506K +$506K +9,161 New
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$505K +$72.7K +1,316 +17%
PAM
268
Panagora Asset Management
Massachusetts
$502K +$73.7K +1,335 +17%
ECM
269
Evergreen Capital Management
Washington
$498K +$33.5K +606 +7%
CL
270
Choreo LLC
Illinois
$493K -$137K -2,489 -22%
WB
271
Webster Bank
Connecticut
$486K -$2.64M -47,725 -84%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$479K -$13.5K -244 -3%
Focus Partners Wealth
273
Focus Partners Wealth
Massachusetts
$479K -$3.81M -68,972 -89%
FMI
274
F/M Investments
District of Columbia
$446K +$446K +8,082 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$443K +$155K +2,807 +54%
9 10
11
12 13