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Webster Financial
WBS

Overview Fund Activity

468 hedge funds and large institutions have $8.4B invested in Webster Financial in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 160 increasing their positions, 165 reducing their positions, and 35 closing their positions.

Holders
468
Holders Change
+33
Holders Change %
+7.59%
% of All Funds
6.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
74
Increased
160
Reduced
165
Closed
35
Calls
$29.5M
Puts
$6.57M
Net Calls
+$23M
Net Calls Change
+$14.5M

Top Buyers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$97.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61.9M
3
SC
3
Samlyn Capital
New York
$82.4M
4
Millennium Management
4
Millennium Management
New York
$141M
5
TCM
5
TimesSquare Capital Management
New York
$45.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$57.5M
2
BCM
2
Basswood Capital Management
New York
$61.1M
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$64.9M
4
KCM
4
Kodai Capital Management
Illinois
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
326
Hennion & Walsh Asset Management
New Jersey
$269K +$269K +4,870 New
PM
327
Penbrook Management
New York
$267K +$11K +200 +4%
LWMM
328
Legacy Wealth Management (Mississippi)
Mississippi
$265K -$65.2K -1,180 -20%
ECM
329
Everence Capital Management
Indiana
$252K +$252K +4,570 New
PI
330
PFG Investments
New York
$250K +$6.41K +116 +3%
William Blair Investment Management
331
William Blair Investment Management
Illinois
$248K -$60.8K -1,101 -20%
PAS
332
Park Avenue Securities
New York
$246K +$246K +4,451 New
PWM
333
Perigon Wealth Management
California
$238K +$238K +4,116 New
BMC
334
Benin Management Corp
Connecticut
$237K – – –
AFCM
335
Applied Finance Capital Management
Puerto Rico
$234K +$234K +4,238 New
PAS
336
Point72 Asia (Singapore)
Singapore
$233K -$134K -2,435 -37%
MYAM
337
Meiji Yasuda Asset Management
Japan
$233K +$233K +4,218 New
VWM
338
Venturi Wealth Management
Texas
$233K +$224K +4,053 +2,487%
WIA
339
Wetzel Investment Advisors
Indiana
$232K +$232K +4,200 New
BMO
340
Beck Mack & Oliver
New York
$226K +$226K +4,091 New
AAS
341
Avantax Advisory Services
Texas
$225K +$225K +4,078 New
SW
342
SlateStone Wealth
Florida
$223K +$223K +4,039 New
IFU
343
iSAM Funds (UK)
United Kingdom
$222K +$222K +4,012 New
GLA
344
Great Lakes Advisors
Illinois
$220K -$40.9K -740 -16%
PTP
345
Platform Technology Partners
New York
$215K +$215K +3,900 New
VVP
346
Venture Visionary Partners
Ohio
$213K +$213K +3,864 New
IWC
347
Integrated Wealth Concepts
Massachusetts
$210K +$210K +3,801 New
NB
348
NBT Bank
New York
$207K +$55 +1 +0%
CNBT
349
Canandaigua National Bank & Trust
New York
$206K +$206K +3,738 New
Walleye Capital
350
Walleye Capital
New York
$198K -$722K -13,083 -78%
12 13
14
15 16