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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
CCM
301
Coldstream Capital Management
Washington
$291K -$11.3K -306 -4%
KTA
302
Keeley-Teton Advisors
Illinois
$280K
AA
303
ALPS Advisors
Colorado
$279K +$1.85K +50 +0.7%
First Manhattan
304
First Manhattan
New York
$277K -$77.8K -2,107 -22%
HFM
305
Hartford Financial Management
Connecticut
$265K -$860K -23,298 -77%
RP
306
Riverwater Partners
Wisconsin
$264K +$258K +7,000 New
SAM
307
Silvercrest Asset Management
New York
$264K
CAM
308
Cresset Asset Management
Illinois
$256K +$250K +6,778 New
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$253K -$12.3K -334 -5%
LGA
310
Lebenthal Global Advisors
New York
$249K +$244K +6,608 New
VCA
311
Verdence Capital Advisors
Maryland
$249K -$18.6K -503 -7%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$247K -$35.1K -951 -13%
API
313
Advisor Partners II
California
$245K -$3.25K -88 -1%
CA
314
Cetera Advisors
Colorado
$243K +$238K +6,446 New
AC
315
Addison Capital
Pennsylvania
$233K
Robeco Institutional Asset Management
316
Robeco Institutional Asset Management
Netherlands
$232K -$1.23M -33,388 -84%
CSS
317
Cubist Systematic Strategies
Connecticut
$231K +$226K +6,122 +102,033%
SFP
318
Sterling Financial Planning
New Jersey
$225K
SIG
319
Sky Investment Group
Connecticut
$215K
ESB
320
Essex Savings Bank
Connecticut
$213K +$37 +1 +0%
FCM
321
Firestone Capital Management
Florida
$211K
BFG
322
Bleakley Financial Group
New Jersey
$211K +$5.98K +162 +3%
SS
323
Simplicity Solutions
Minnesota
$210K +$5.46K +148 +3%
MWM
324
Modera Wealth Management
New Jersey
$210K
SPC
325
Sigma Planning Corp
Michigan
$209K -$1.99K -54 -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.