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Webster Financial
WBS

Overview Fund Activity

468 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 160 increasing their positions, 165 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+33
Holders Change %
+7.59%
% of All Funds
6.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
160
Reduced
165
Closed
35
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M

Top Buyers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$97.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61.9M
3
SC
3
Samlyn Capital
New York
$82.4M
4
Millennium Management
4
Millennium Management
New York
$141M
5
TCM
5
TimesSquare Capital Management
New York
$45.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$57.5M
2
BCM
2
Basswood Capital Management
New York
$61.1M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$64.9M
4
KCM
4
Kodai Capital Management
Illinois
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
301
Atom Investors
Texas
$338K +$338K +6,114 New
First Eagle Investment Management
302
First Eagle Investment Management
New York
$337K +$337K +6,102 New
TPI
303
Trust Point Inc
Wisconsin
$330K +$330K +5,983 New
PCMC
304
Paragon Capital Management (Colorado)
Colorado
$329K -$5.52K -100 -2%
GT
305
Greenleaf Trust
Michigan
$327K +$7.4K +134 +2%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$327K -$39.5K -715 -11%
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$326K +$10.3K +186 +3%
FFM
308
Forum Financial Management
Illinois
$324K +$76.6K +1,388 +31%
BHPW
309
Beverly Hills Private Wealth
California
$320K -$36.9K -669 -10%
BFS
310
Bradley Foster & Sargent
Connecticut
$320K -$70.1K -1,269 -18%
EWA
311
EP Wealth Advisors
California
$317K +$28.3K +512 +10%
HWM
312
HB Wealth Management
Georgia
$316K +$316K +5,718 New
First Manhattan
313
First Manhattan
New York
$316K -$170K -3,085 -35%
BFG
314
Bleakley Financial Group
New Jersey
$313K +$4.31K +78 +1%
EI
315
Ethic Inc
New York
$302K -$20.4K -370 -6%
William Blair & Company
316
William Blair & Company
Illinois
$298K – – –
BCM
317
Brookstone Capital Management
Illinois
$298K +$298K +5,396 New
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$291K +$15.1K +274 +5%
SIG
319
Sky Investment Group
Connecticut
$286K – – –
CAM
320
CenterStar Asset Management
Illinois
$286K +$286K +5,174 New
RAM
321
Readystate Asset Management
Illinois
$283K +$283K +5,125 New
FCM
322
Firestone Capital Management
Florida
$281K – – –
ClearBridge Investments
323
ClearBridge Investments
New York
$277K – – –
NA
324
NewEdge Advisors
Louisiana
$276K +$212K +3,832 +328%
Mitsubishi UFJ Trust & Banking
325
Mitsubishi UFJ Trust & Banking
Japan
$273K -$268K -4,855 -50%
11 12
13
14 15