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Webster Financial
WBS

Overview Fund Activity

456 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
456
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
168
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
DAM
2
Davis Asset Management
California
$59.1M
3
State Street
3
State Street
Massachusetts
$312M
4
Millennium Management
4
Millennium Management
New York
$64.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Capital International Investors
2
Capital International Investors
California
$277M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$13.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$233K 5,914 -728 -11%
SIG
327
Sky Investment Group
Connecticut
$224K 5,686 -300 -5%
AWM
328
AE Wealth Management
Kansas
$224K 5,684 +5,684 New
ACM
329
Acrisure Capital Management
Texas
$224K 5,675 +5,675 New
ESB
330
Essex Savings Bank
Connecticut
$223K 5,647 +6 +0.1%
GT
331
Greenleaf Trust
Michigan
$221K 5,606 -3 -0.1%
SPC
332
Sigma Planning Corp
Michigan
$220K 5,579 – –
MWM
333
Modera Wealth Management
New Jersey
$219K 5,566 – –
JSW
334
Journey Strategic Wealth
New Jersey
$217K 5,506 -98 -2%
CIBC World Market
335
CIBC World Market
Ontario, Canada
$217K 5,502 – –
SS
336
Simplicity Solutions
Minnesota
$214K 5,427 +5,427 New
BFG
337
Bleakley Financial Group
New Jersey
$213K 5,416 +1,013 +23%
MYAM
338
Meiji Yasuda Asset Management
Japan
$209K 5,310 +200 +4%
PAM
339
Panagora Asset Management
Massachusetts
$209K 5,300 – –
BMC
340
Benin Management Corp
Connecticut
$202K 5,124 – –
AIM
341
Aigen Investment Management
New York
$201K 5,105 +5,105 New
FCM
342
Firestone Capital Management
Florida
$201K 5,093 – –
VI
343
Vestcor Inc
New Brunswick, Canada
$164K 4,173 – –
BAMF
344
BI Asset Management Fondsmaeglerselskab
Denmark
$161K 4,090 +2,085 +104%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$156K 3,960 -328 -8%
KI
346
Kapitalo Investimentos
Brazil
$155K 3,941 +3,051 +343%
SPIA
347
Steward Partners Investment Advisory
New York
$151K 3,821 -71,289 -95%
IUHSA
348
Itau Unibanco Holding S.A.
Brazil
$150K 3,817 +3,817 New
PI
349
PEAK6 Investments
Illinois
$146K 3,715 -8,038 -68%
CFD
350
Creative Financial Designs
Indiana
$141K 3,588 -248 -6%
12 13
14
15 16