Webster Financial
297 hedge funds and large institutions have $3.94B invested in Webster Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 39 closing their positions.
1.75% more ownership
Funds ownership: 89.43% → 91.19% (+1.8%)
0% more capital invested
Capital invested by funds: $3.93B → $3.94B (+$4.43M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 113
4% less funds holding
Funds holding: 309 → 297 (-12)
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
76% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$176M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$16M |
| 3 |
N
Natixis
Paris,
France
|
+$15.3M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$9.97M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$44.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$33.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$32.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$12M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$8.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Twin Tree Management
Dallas,
Texas
| – | -$25K | -526 | Closed |
|
|
MWM
327
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$20K | -412 | Closed |
|
|
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$18K | -378 | Closed |
|
|
FL
329
Fort LP
Chevy Chase,
Maryland
| – | -$16K | -325 | Closed |
|
|
EWM
330
Executive Wealth Management
Brighton,
Michigan
| – | -$10K | -218 | Closed |
|
|
RWA
331
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$4K | -78 | Closed |
|
|
PCP
332
Proficio Capital Partners
Newton,
Massachusetts
| – | -$4K | -76 | Closed |
|
|
CAW
333
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$3K | -56 | Closed |
|
|
BL
334
Balentine LLC
Atlanta,
Georgia
| – | -$1K | -30 | Closed |
|
|
PWP
335
Personal Wealth Partners
Bloomington,
Minnesota
| – | +$236 | +5 | New |
|
WBS Hedge Fund Activity: Q3 2019 in Review
297 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2019, worth a combined $3.94B — up 0.11% from $3.93B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of WBS and 29 opened new positions — a net loss of 10 holders — while 113 trimmed existing stakes and 111 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $176M. The largest seller was Capital Research Global Investors, cutting an estimated $44.7M.
- 297 institutional investors held Webster Financial (WBS) as of Q3 2019, down from 309 in Q2 2019.
- Funds reported $3.94B of Webster Financial stock for Q3 2019, up 0.11% quarter-over-quarter.
- 29 funds opened new Webster Financial positions in Q3 2019 and 39 closed out, a net change of -10 holders.
- The largest Webster Financial buyer in Q3 2019 was T. Rowe Price Associates, an estimated $176M added.
- The largest Webster Financial seller in Q3 2019 was Capital Research Global Investors, an estimated $44.7M sold.
Based on aggregated 13F filings for Q3 2019.