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Webster Financial
WBS

Overview Fund Activity

467 hedge funds and large institutions have $7.59B invested in Webster Financial in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 59 closing their positions.

Holders
467
Holders Change
-9
Holders Change %
-1.89%
% of All Funds
6.77%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
53
Increased
168
Reduced
158
Closed
59
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$21.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$139M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$461M
3
Invesco
3
Invesco
Georgia
$308M
4
Bank of America
4
Bank of America
North Carolina
$130M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$219M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.1M
2
Millennium Management
2
Millennium Management
New York
$61M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$959K
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$1.03M
5
SO
5
STRS Ohio
Ohio
$6.18M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
301
Addison Capital
Pennsylvania
$314K 6,183 – –
MM
302
MQS Management
New York
$313K 6,166 +1,753 +40%
PI
303
PEAK6 Investments
Illinois
$312K 6,142 +481 +8%
BFG
304
Bleakley Financial Group
New Jersey
$304K 5,987 +524 +10%
SW
305
Simplicity Wealth
New Jersey
$303K 5,960 +5,960 New
S
306
SignatureFD
Georgia
$297K 5,851 -131 -2%
EI
307
Ethic Inc
New York
$296K 5,833 -329 -5%
WPC
308
Wedmont Private Capital
Pennsylvania
$294K 6,054 +367 +6%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$294K 5,792 +1,180 +26%
Walleye Trading
310
Walleye Trading
New York
$292K 5,749 +5,749 New
SPIA
311
Steward Partners Investment Advisory
New York
$291K 5,732 +779 +16%
FA
312
FDx Advisors
Illinois
$285K 5,616 -27 -0.5%
ESB
313
Essex Savings Bank
Connecticut
$285K 5,608 – –
MWM
314
Modera Wealth Management
New Jersey
$283K 5,581 +15 +0.3%
William Blair & Company
315
William Blair & Company
Illinois
$283K 5,567 +46 +0.8%
SPC
316
Sigma Planning Corp
Michigan
$282K 5,564 +5,564 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$282K 5,564 +106 +2%
GT
318
Greenleaf Trust
Michigan
$282K 5,551 -62 -1%
JSW
319
Journey Strategic Wealth
New Jersey
$274K 5,403 – –
PAM
320
Panagora Asset Management
Massachusetts
$269K 5,300 – –
EMFAT
321
Emerald Mutual Fund Advisers Trust
Pennsylvania
$268K 5,279 -14,191 -73%
PAS
322
Park Avenue Securities
New York
$264K 5,196 +1,023 +25%
SIG
323
Sky Investment Group
Connecticut
$263K 5,186 -500 -9%
WS
324
Wedbush Securities
California
$263K 5,190 +5,190 New
PM
325
Penbrook Management
New York
$260K 5,130 +450 +10%
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