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Webster Financial
WBS

Overview Fund Activity

442 hedge funds and large institutions have $6.02B invested in Webster Financial in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 194 reducing their positions, and 26 closing their positions.

Holders
442
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
7.05%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
37
Increased
139
Reduced
194
Closed
26
Calls
$9.1M
Puts
$1.47M
Net Calls
+$7.63M
Net Calls Change
+$7.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$293M
2
American Century Companies
2
American Century Companies
Missouri
$53.4M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$13.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$13.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$12.7M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$52.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$246M
5
Comerica Bank
5
Comerica Bank
Texas
$3.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
326
Modera Wealth Management
New Jersey
$224K 5,566 – –
SPC
327
Sigma Planning Corp
Michigan
$223K 5,543 +18 +0.3%
DC
328
Diametric Capital
Massachusetts
$220K 5,454 +5,454 New
GT
329
Greenleaf Trust
Michigan
$218K 5,417 +104 +2%
JSW
330
Journey Strategic Wealth
New Jersey
$218K 5,403 -95 -2%
William Blair & Company
331
William Blair & Company
Illinois
$218K 5,398 – –
BFG
332
Bleakley Financial Group
New Jersey
$217K 5,390 -188 -3%
SS
333
Simplicity Solutions
Minnesota
$217K 5,390 -185 -3%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$217K 5,381 -65 -1%
Robeco Institutional Asset Management
335
Robeco Institutional Asset Management
Netherlands
$215K 5,342 -809 -13%
AssetMark Inc
336
AssetMark Inc
California
$214K 5,304 +716 +16%
PAM
337
Panagora Asset Management
Massachusetts
$214K 5,300 – –
PRC
338
Pearl River Capital
Michigan
$213K 5,282 +5,282 New
WP
339
Waycross Partners
Kentucky
$212K 5,250 +5,250 New
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$209K 5,196 -3,991 -43%
ClearBridge Investments
341
ClearBridge Investments
New York
$207K 5,143 -44,159 -90%
S
342
SignatureFD
Georgia
$207K 5,140 -38 -0.7%
BMC
343
Benin Management Corp
Connecticut
$207K 5,124 +5,124 New
FCM
344
Firestone Capital Management
Florida
$205K 5,093 – –
Empower Advisory Group
345
Empower Advisory Group
Colorado
$202K 5,019 +5,019 New
IPW
346
Impact Partnership Wealth
Georgia
$192K 4,764 +4,764 New
SPIA
347
Steward Partners Investment Advisory
New York
$192K 4,757 +191 +4%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$182K 4,504 +141 +3%
VI
349
Vestcor Inc
New Brunswick, Canada
$164K 4,079 -94 -2%
ST
350
Smithfield Trust
Pennsylvania
$162K 4,054 -576 -12%
12 13
14
15 16