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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
326
Journey Strategic Wealth
New Jersey
$208K -$295 -8 -0.1%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$206K -$17.3K -468 -8%
AIM
328
Aigen Investment Management
New York
$205K +$11.9K +321 +6%
William Blair & Company
329
William Blair & Company
Illinois
$204K +$199K +5,398 New
FA
330
FDx Advisors
Illinois
$202K +$197K +5,345 New
BWM
331
Buckley Wealth Management
Nevada
$202K +$197K +5,340 New
GT
332
Greenleaf Trust
Michigan
$201K -$10.8K -293 -5%
PAM
333
Panagora Asset Management
Massachusetts
$200K
S
334
SignatureFD
Georgia
$195K -$66.8K -1,810 -26%
ST
335
Smithfield Trust
Pennsylvania
$176K +$52.9K +1,432 +45%
AssetMark Inc
336
AssetMark Inc
California
$173K +$51.5K +1,395 +44%
SPIA
337
Steward Partners Investment Advisory
New York
$172K +$27.5K +745 +19%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$165K +$14.9K +403 +10%
VI
339
Vestcor Inc
New Brunswick, Canada
$158K
CFD
340
Creative Financial Designs
Indiana
$136K +$701 +19 +0.5%
CFGS
341
Concourse Financial Group Securities
Alabama
$123K +$6.9K +187 +6%
WP
342
WealthPLAN Partners
Nebraska
$120K
BFEC
343
Benjamin F. Edwards & Company
Missouri
$119K +$63.8K +1,727 +121%
C
344
Covestor
United Kingdom
$114K +$64.2K +1,740 +136%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$107K +$36.4K +986 +54%
CFB
346
Cullen/Frost Bankers
Texas
$105K +$6.64K +180 +7%
HWM
347
HighMark Wealth Management
Minnesota
$100K +$1.07K +29 +1%
AAG
348
Armstrong Advisory Group
Massachusetts
$92.4K -$32.6K -884 -27%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$91K
IA
350
IFP Advisors
Florida
$77.9K -$1.18K -32 -2%

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.