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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
EWM
276
Evercore Wealth Management
New York
$370K
SAI
277
Systematic Alpha Investments
New Jersey
$363K
PAM
278
Panagora Asset Management
Massachusetts
$362K +$45.8K +997 +15%
ProShare Advisors
279
ProShare Advisors
Maryland
$348K -$28.2K -614 -8%
GFS
280
GYL Financial Synergies
Connecticut
$344K -$15.6K -340 -4%
BTI
281
Blue Trust Inc
Georgia
$341K +$71.3K +1,553 +25%
WPC
282
Wedmont Private Capital
Pennsylvania
$334K +$66.1K +1,440 +24%
BFS
283
Bradley Foster & Sargent
Connecticut
$329K
PCM
284
PenderFund Capital Management
British Columbia, Canada
$328K +$239K +5,200 New
SAM
285
Silvercrest Asset Management
New York
$326K
US Bancorp
286
US Bancorp
Minnesota
$324K +$1.74K +38 +0.5%
MML Investors Services
287
MML Investors Services
Massachusetts
$317K -$5.42K -118 -2%
DekaBank Deutsche Girozentrale
288
DekaBank Deutsche Girozentrale
Germany
$317K
SCM
289
Shelton Capital Management
Colorado
$316K -$19K -414 -6%
Simplex Trading
290
Simplex Trading
Illinois
$314K +$310K +6,750 New
PD
291
Point72 (DIFC)
United Arab Emirates
$312K +$307K +6,687 New
CC
292
Centiva Capital
New York
$311K -$648K -14,122 -68%
PAS
293
Point72 Asia (Singapore)
Singapore
$310K -$30.7K -668 -9%
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$309K -$1.42K -31 -0.5%
FTWA
295
Fifth Third Wealth Advisors
Ohio
$307K +$2.39K +52 +0.8%
VF
296
Virtu Financial
New York
$305K +$300K +6,542 New
S
297
SignatureFD
Georgia
$302K +$4.91K +107 +2%
BHPW
298
Beverly Hills Private Wealth
California
$301K -$63.6K -1,386 -18%
OTPPB
299
Ontario Teachers' Pension Plan Board
Ontario, Canada
$301K
JSW
300
Journey Strategic Wealth
New Jersey
$301K +$24.8K +540 +9%

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.