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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
EI
301
Ethic Inc
New York
$296K +$9.64K +210 +4%
M&T Bank
302
M&T Bank
New York
$287K +$17.6K +383 +7%
GCP
303
GSA Capital Partners
United Kingdom
$286K +$282K +6,137 New
PCMC
304
Paragon Capital Management (Colorado)
Colorado
$283K +$2.48K +54 +0.9%
LWMM
305
Legacy Wealth Management (Mississippi)
Mississippi
$278K -$626K -13,630 -70%
GT
306
Greenleaf Trust
Michigan
$270K +$8.03K +175 +3%
HF
307
HRT Financial
New York
$270K -$3.48M -75,918 -93%
William Blair Investment Management
308
William Blair Investment Management
Illinois
$261K +$257K +5,601 New
OAC
309
OMERS Administration Corp
Ontario, Canada
$261K +$22.9K +500 +10%
BFG
310
Bleakley Financial Group
New Jersey
$260K -$3.12K -68 -1%
MWM
311
Modera Wealth Management
New Jersey
$260K
William Blair & Company
312
William Blair & Company
Illinois
$252K -$5.64K -123 -2%
EMFAT
313
Emerald Mutual Fund Advisers Trust
Pennsylvania
$246K
EWA
314
EP Wealth Advisors
California
$243K +$240K +5,221 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$243K +$8.08K +176 +3%
SIG
316
Sky Investment Group
Connecticut
$242K
FCM
317
Firestone Capital Management
Florida
$237K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$237K -$226K -4,932 -46%
SG Americas Securities
319
SG Americas Securities
New York
$236K -$4.22M -91,895 -95%
SPC
320
Sigma Planning Corp
Michigan
$234K -$24.6K -535 -10%
ClearBridge Investments
321
ClearBridge Investments
New York
$234K
BAM
322
Bayview Asset Management
Florida
$233K -$2.68M -58,400 -92%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$232K +$7.62K +166 +3%
IC
324
Innealta Capital
Texas
$229K -$367 -8 -0.2%
GLA
325
Great Lakes Advisors
Illinois
$220K

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.