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Webster Financial

290 hedge funds and large institutions have $5.44B invested in Webster Financial in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.98M

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $4.85B → $5.44B (+$590M)

7% more funds holding

Funds holding: 271290 (+19)

2.4% less ownership

Funds ownership: 95.21%92.8% (-2.4%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
90
Reduced
108
Closed
17
Calls
$15.2M
Puts
$5.98M
Net Calls
+$9.19M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
301
Summit Trail Advisors
New York
-$234K -3,681 Closed
PG
302
PEAK6 Group
Illinois
-$135K -2,174 Closed
SWP
303
Stratos Wealth Partners
Ohio
-$55K -1,000 Closed
PI
304
PineBridge Investments
New York
-$19K -331 Closed
AIM
305
Assured Investment Management
New York
-$8K -139 Closed
LWA
306
Lenox Wealth Advisors
New York
-$1K -24 Closed
MWM
307
MinichMacGregor Wealth Management
New York
-$996 -16 -64%

WBS Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2018, worth a combined $5.44B — up 12% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WBS positions and 17 closed out — a net gain of 20 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $60.9M.

  • 290 institutional investors held Webster Financial (WBS) as of Q2 2018, up from 271 in Q1 2018.
  • Funds reported $5.44B of Webster Financial stock for Q2 2018, up 12% quarter-over-quarter.
  • 37 funds opened new Webster Financial positions in Q2 2018 and 17 closed out, a net change of +20 holders.
  • The largest Webster Financial buyer in Q2 2018 was Capital World Investors, an estimated $27.7M added.
  • The largest Webster Financial seller in Q2 2018 was Goldman Sachs, an estimated $60.9M sold.

Based on aggregated 13F filings for Q2 2018.