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Webster Financial

443 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, 140 increasing their positions, 194 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $9.1M | Put options by funds: $1.47M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $5.72B → $6.02B (+$303M)

2% more funds holding

Funds holding: 436443 (+7)

0.82% less ownership

Funds ownership: 87.08%86.26% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.03%
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
140
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$440K +$464K +10,914 New
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$431K +$25.5K +600 +6%
SAM
278
Storebrand Asset Management
Norway
$430K +$6.89K +162 +2%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$427K +$451K +10,594 New
JMPWA
280
JP Morgan Private Wealth Advisors
California
$418K -$89.9K -2,114 -17%
PI
281
PEAK6 Investments
Illinois
$415K +$433K +10,176 +9,251%
CCA
282
Cobblestone Capital Advisors
New York
$412K +$9.06K +213 +2%
BHPW
283
Beverly Hills Private Wealth
California
$387K -$408K -9,596 -50%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$387K -$31.8K -747 -7%
URS
285
Utah Retirement Systems
Utah
$382K +$8.51K +200 +2%
ProShare Advisors
286
ProShare Advisors
Maryland
$377K -$36.2K -852 -8%
BNP Paribas Asset Management
287
BNP Paribas Asset Management
France
$372K -$44.4K -1,044 -10%
JC
288
JB Capital
Connecticut
$365K -$548K -12,896 -59%
GFS
289
GYL Financial Synergies
Connecticut
$359K
TI
290
Tidal Investments
Wisconsin
$353K +$19.3K +454 +5%
SAM
291
Shell Asset Management
Netherlands
$352K -$9.87K -232 -3%
I
292
InceptionR
California
$350K -$109K -2,564 -23%
AIM
293
Aigen Investment Management
New York
$342K +$130K +3,058 +56%
VPIM
294
Vanguard Personalized Indexing Management
California
$338K -$57.8K -1,359 -14%
BPA
295
Beacon Pointe Advisors
California
$335K +$15.9K +374 +5%
IIM
296
INTECH Investment Management
Florida
$332K -$38.6K -908 -10%
SCM
297
Shelton Capital Management
Colorado
$332K -$21.5K -506 -6%
AA
298
ALPS Advisors
Colorado
$326K +$30.2K +711 +10%
PA
299
Profund Advisors
Maryland
$319K -$57.9K -1,362 -15%
FRM
300
Fox Run Management
Connecticut
$316K +$334K +7,847 New

WBS Hedge Fund Activity: Q3 2023 in Review

443 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2023, worth a combined $6.02B — up 5.3% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 26 closed out — a net gain of 11 holders — while 140 added to existing stakes and 194 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $72M sold.

  • 443 institutional investors held Webster Financial (WBS) as of Q3 2023, up from 436 in Q2 2023.
  • Funds reported $6.02B of Webster Financial stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q3 2023 and 26 closed out, a net change of +11 holders.
  • The largest Webster Financial buyer in Q3 2023 was Fidelity Investments, an estimated $57M added.
  • The largest Webster Financial seller in Q3 2023 was Wasatch Advisors, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2023.