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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
ProShare Advisors
276
ProShare Advisors
Maryland
$385K -$5.28K -143 -1%
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$381K
IFU
278
iSAM Funds (UK)
United Kingdom
$380K +$371K +10,059 New
CCA
279
Cobblestone Capital Advisors
New York
$378K -$369 -10 -0.1%
VPIM
280
Vanguard Personalized Indexing Management
California
$368K -$548K -14,844 -60%
PFO
281
Pathstone Family Office
New Jersey
$363K +$40K +1,084 +13%
PA
282
Profund Advisors
Maryland
$350K -$64.1K -1,737 -16%
URS
283
Utah Retirement Systems
Utah
$350K
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$347K -$1.7K -46 -0.5%
IIM
285
INTECH Investment Management
Florida
$345K +$5.58K +151 +2%
SAM
286
Shell Asset Management
Netherlands
$338K -$180K -4,875 -35%
GFS
287
GYL Financial Synergies
Connecticut
$336K +$328K +8,894 New
MML Investors Services
288
MML Investors Services
Massachusetts
$334K +$89.2K +2,417 +38%
SCM
289
Shelton Capital Management
Colorado
$330K
NYLIM
290
New York Life Investment Management
New York
$327K +$320K +8,655 New
TI
291
Tidal Investments
Wisconsin
$314K +$307K +8,313 New
II
292
Inspire Investing
Idaho
$313K +$50.1K +1,357 +20%
US Bancorp
293
US Bancorp
Minnesota
$312K -$66.5K -1,801 -18%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$308K +$273K +7,403 +1,173%
BPA
295
Beacon Pointe Advisors
California
$300K -$9.71K -263 -3%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$298K +$64.6K +1,751 +29%
TCM
297
Teza Capital Management
Illinois
$297K +$291K +7,872 New
AWM
298
AE Wealth Management
Kansas
$297K +$80.4K +2,177 +38%
SAI
299
Systematic Alpha Investments
New Jersey
$294K
SPI
300
Sutton Place Investors
New York
$292K -$148 -4 -0.1%

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.