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Webster Financial
WBS

Overview Fund Activity

476 hedge funds and large institutions have $7.61B invested in Webster Financial in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 132 increasing their positions, 173 reducing their positions, and 63 closing their positions.

Holders
476
Holders Change
+34
Holders Change %
+7.69%
% of All Funds
6.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
103
Increased
132
Reduced
173
Closed
63
Calls
$12.4M
Puts
$1.39M
Net Calls
+$11M
Net Calls Change
+$3.41M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$131M
3
ACL
3
Azora Capital LP
Florida
$75M
4
Invesco
4
Invesco
Georgia
$279M
5
American Century Companies
5
American Century Companies
Missouri
$106M

Top Sellers

1
BlackRock
1
BlackRock
New York
$781M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$62.9M
3
Capital International Investors
3
Capital International Investors
California
$393M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$119M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ESB
326
Essex Savings Bank
Connecticut
$285K 5,608 -40 -0.7%
MWM
327
Modera Wealth Management
New Jersey
$283K 5,566 – –
HFM
328
Hartford Financial Management
Connecticut
$282K 5,554 -100 -2%
William Blair & Company
329
William Blair & Company
Illinois
$280K 5,521 +123 +2%
BFG
330
Bleakley Financial Group
New Jersey
$277K 5,463 +73 +1%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$277K 5,458 +954 +21%
JSW
332
Journey Strategic Wealth
New Jersey
$274K 5,403 – –
SS
333
Simplicity Solutions
Minnesota
$274K 5,402 +12 +0.2%
BFEC
334
Benjamin F. Edwards & Company
Missouri
$274K 5,414 +2,258 +72%
PAM
335
Panagora Asset Management
Massachusetts
$269K 5,300 – –
ClearBridge Investments
336
ClearBridge Investments
New York
$261K 5,143 – –
FCM
337
Firestone Capital Management
Florida
$259K 5,093 – –
Squarepoint
338
Squarepoint
New York
$258K 5,077 -70,278 -93%
GLA
339
Great Lakes Advisors
Illinois
$255K 5,027 +5,027 New
SPIA
340
Steward Partners Investment Advisory
New York
$251K 4,953 +196 +4%
SFP
341
Sterling Financial Planning
New Jersey
$246K 4,852 +4,852 New
1WM
342
1858 Wealth Management
Ohio
$244K 4,801 +4,801 New
VAS
343
Vestmark Advisory Solutions
Massachusetts
$243K 4,778 +4,778 New
WIA
344
Wetzel Investment Advisors
Indiana
$239K 4,700 +4,700 New
PM
345
Penbrook Management
New York
$238K 4,680 +4,680 New
VFA
346
Voya Financial Advisors
Connecticut
$234K 4,544 +4,544 New
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$234K 4,612 +4,612 New
RVPG
348
Relative Value Partners Group
$232K 4,579 +4,579 New
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$232K 4,573 -5,020 -52%
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$232K 4,564 -817 -15%
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14
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