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Webster Financial
WBS

Overview Fund Activity

435 hedge funds and large institutions have $6.84B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 154 increasing their positions, 171 reducing their positions, and 54 closing their positions.

Holders
435
Holders Change
-18
Holders Change %
-3.97%
% 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
154
Reduced
171
Closed
54
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$151M
2
Millennium Management
2
Millennium Management
New York
$83M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$132M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$306M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$44.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$217M
3
Invesco
3
Invesco
Georgia
$230M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$3.86M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
301
GSA Capital Partners
United Kingdom
$286K 6,137 +6,137 New
PCMC
302
Paragon Capital Management (Colorado)
Colorado
$283K 6,064 +54 +0.9%
LWMM
303
Legacy Wealth Management (Mississippi)
Mississippi
$278K 5,975 -13,630 -70%
GT
304
Greenleaf Trust
Michigan
$270K 5,796 +175 +3%
HF
305
HRT Financial
New York
$270K 5,803 -75,918 -93%
William Blair Investment Management
306
William Blair Investment Management
Illinois
$261K 5,601 +5,601 New
OAC
307
OMERS Administration Corp
Ontario, Canada
$261K 5,600 +500 +10%
BFG
308
Bleakley Financial Group
New Jersey
$260K 5,588 -68 -1%
MWM
309
Modera Wealth Management
New Jersey
$260K 5,581 – –
William Blair & Company
310
William Blair & Company
Illinois
$252K 5,398 -123 -2%
EMFAT
311
Emerald Mutual Fund Advisers Trust
Pennsylvania
$246K 5,279 – –
EWA
312
EP Wealth Advisors
California
$243K 5,221 +5,221 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$243K 5,216 +176 +3%
SIG
314
Sky Investment Group
Connecticut
$242K 5,186 – –
FCM
315
Firestone Capital Management
Florida
$237K 5,093 – –
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$237K 5,726 -4,932 -46%
SG Americas Securities
317
SG Americas Securities
New York
$236K 5,053 -91,895 -95%
SPC
318
Sigma Planning Corp
Michigan
$234K 5,029 -535 -10%
ClearBridge Investments
319
ClearBridge Investments
New York
$234K 5,010 – –
BAM
320
Bayview Asset Management
Florida
$233K 5,000 -58,400 -92%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$232K 4,987 +166 +3%
IC
322
Innealta Capital
Texas
$229K 4,923 -8 -0.2%
GLA
323
Great Lakes Advisors
Illinois
$220K 4,720 – –
PM
324
Penbrook Management
New York
$216K 4,630 +4,630 New
FFM
325
Forum Financial Management
Illinois
$209K 4,474 +4,474 New
11 12
13
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