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Webster Financial
WBS

Overview Fund Activity

442 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 194 reducing their positions, and 26 closing their positions.

Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
139
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$293M
2
American Century Companies
2
American Century Companies
Missouri
$53.4M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$13.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$12.7M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$52.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$246M
5
Comerica Bank
5
Comerica Bank
Texas
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$440K 10,914 +10,914 New
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$431K 10,700 +600 +6%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$427K 10,594 +10,594 New
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$418K 10,359 -2,114 -17%
PI
280
PEAK6 Investments
Illinois
$415K 10,286 +10,176 +9,251%
CCA
281
Cobblestone Capital Advisors
New York
$412K 10,231 +213 +2%
BHPW
282
Beverly Hills Private Wealth
California
$387K 9,595 -9,596 -50%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$387K 9,593 -747 -7%
URS
284
Utah Retirement Systems
Utah
$382K 9,473 +200 +2%
ProShare Advisors
285
ProShare Advisors
Maryland
$377K 9,357 -852 -8%
BNP Paribas Asset Management
286
BNP Paribas Asset Management
France
$372K 9,225 -1,044 -10%
JC
287
JB Capital
Connecticut
$365K 9,044 -12,896 -59%
GFS
288
GYL Financial Synergies
Connecticut
$359K 8,894 – –
TI
289
Tidal Investments
Wisconsin
$353K 8,767 +454 +5%
SAM
290
Shell Asset Management
Netherlands
$352K 8,734 -232 -3%
I
291
InceptionR
California
$350K 8,672 -2,564 -23%
AIM
292
Aigen Investment Management
New York
$342K 8,484 +3,058 +56%
VPIM
293
Vanguard Personalized Indexing Management
California
$338K 8,387 -1,359 -14%
BPA
294
Beacon Pointe Advisors
California
$335K 8,309 +374 +5%
IIM
295
INTECH Investment Management
Florida
$332K 8,239 -908 -10%
SCM
296
Shelton Capital Management
Colorado
$332K 8,235 -506 -6%
AA
297
ALPS Advisors
Colorado
$326K 8,091 +711 +10%
PA
298
Profund Advisors
Maryland
$319K 7,915 -1,362 -15%
FRM
299
Fox Run Management
Connecticut
$316K 7,847 +7,847 New
CAM
300
Cresset Asset Management
Illinois
$315K 7,822 +1,044 +15%
10 11
12
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