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Webster Financial

438 hedge funds and large institutions have $6.93B invested in Webster Financial in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $4.75M

8% more capital invested

Capital invested by funds: $6.4B → $6.93B (+$529M)

1.1% more ownership

Funds ownership: 85.67%86.77% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 171

4% less funds holding

Funds holding: 455438 (-17)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

Holders
438
Holders Change
-17
Holders Change %
-3.74%
% of All Funds
6.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
39
Increased
156
Reduced
171
Closed
53
Calls
$13.2M
Puts
$4.75M
Net Calls
+$8.47M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PM
326
Penbrook Management
New York
$216K +$212K +4,630 New
FFM
327
Forum Financial Management
Illinois
$209K +$205K +4,474 New
PI
328
PFG Investments
New York
$205K +$202K +4,404 New
BMC
329
Benin Management Corp
Connecticut
$200K +$197K +4,300 New
CFD
330
Creative Financial Designs
Indiana
$185K +$14.3K +311 +8%
NB
331
NBT Bank
New York
$175K +$170K +3,700 +7,115%
Walleye Trading
332
Walleye Trading
New York
$168K +$94.5K +2,060 +133%
SPIA
333
Steward Partners Investment Advisory
New York
$151K -$7.71K -168 -5%
CFGS
334
Concourse Financial Group Securities
Alabama
$145K -$734 -16 -0.5%
DZ Bank
335
DZ Bank
Germany
$144K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$142K -$3.81K -83 -3%
CPBTD
337
Central Pacific Bank - Trust Division
Hawaii
$130K
HWM
338
HighMark Wealth Management
Minnesota
$130K +$1.15K +25 +0.9%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$126K -$16K -349 -11%
SDIC
340
South Dakota Investment Council
South Dakota
$123K
AssetMark Inc
341
AssetMark Inc
California
$122K +$10.2K +222 +9%
HFM
342
Hartford Financial Management
Connecticut
$104K +$28.6K +624 +39%
IA
343
IFP Advisors
Florida
$96.7K -$1.61K -35 -2%
C
344
Covestor
United Kingdom
$89K +$12.7K +276 +17%
GI
345
GAMMA Investing
California
$83K +$6.98K +152 +9%
QCG
346
Quadrant Capital Group
Ohio
$73.7K +$6.33K +138 +10%
WT
347
Washington Trust
Rhode Island
$73.3K +$229 +5 +0.3%
SAM
348
Smartleaf Asset Management
Massachusetts
$66.3K +$35.8K +780 +120%
Nomura Asset Management
349
Nomura Asset Management
Japan
$65.7K
FHA
350
First Horizon Advisors
Tennessee
$65.2K +$20.2K +440 +46%

WBS Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q3 2024, worth a combined $6.93B — up 8.3% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WBS and 39 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 156 added.

The largest buyer was Citadel Advisors, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $73.3M.

  • 438 institutional investors held Webster Financial (WBS) as of Q3 2024, down from 455 in Q2 2024.
  • Funds reported $6.93B of Webster Financial stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 39 funds opened new Webster Financial positions in Q3 2024 and 53 closed out, a net change of -14 holders.
  • The largest Webster Financial buyer in Q3 2024 was Citadel Advisors, an estimated $84.4M added.
  • The largest Webster Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2024.