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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
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$73.7K +$72K +1,951 New
IGWM
352
ICA Group Wealth Management
Colorado
$66.6K +$65.2K +1,765 New
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$64K +$5.76K +156 +10%
USB
354
Union Savings Bank
Connecticut
$59.5K +$46.4K +1,258 New
WT
355
Washington Trust
Rhode Island
$56.7K -$2.18K -59 -4%
DCM
356
Dupont Capital Management
Delaware
$56.5K -$6.31K -171 -10%
FMP
357
Financial Management Professionals
Texas
$56K +$222 +6 +0.4%
IUHSA
358
Itau Unibanco Holding S.A.
Brazil
$55.5K -$86.6K -2,346 -61%
BTI
359
Blue Trust Inc
Georgia
$55K -$205K -5,562 -80%
AWM
360
AllSquare Wealth Management
New York
$54.1K +$22.3K +604 +69%
Group One Trading
361
Group One Trading
Illinois
$52.4K +$43.8K +1,187 +588%
VSQM
362
V-Square Quantitative Management
Illinois
$50.9K +$49.8K +1,348 New
FHA
363
First Horizon Advisors
Tennessee
$49.4K +$10.6K +288 +28%
NA
364
NewEdge Advisors
Louisiana
$43.2K +$39.6K +1,073 +1,490%
EWA
365
EverSource Wealth Advisors
Alabama
$40.9K +$11.7K +318 +42%
CLOS
366
Compagnie Lombard Odier SCmA
Switzerland
$39.9K
BSB
367
Bangor Savings Bank
Maine
$37.8K
QCG
368
Quadrant Capital Group
Ohio
$35.4K -$55.7K -1,510 -62%
HI
369
Harbour Investments
Wisconsin
$34.2K
MA
370
Montag & Associates
Georgia
$34K +$33.2K +900 New
Lazard Asset Management
371
Lazard Asset Management
New York
$32K +$31.2K +845 +9,389%
SWA
372
SOA Wealth Advisors
New York
$30.1K +$332 +9 +1%
QC
373
Quent Capital
New York
$29.2K +$738 +20 +3%
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.3K +$6.83K +185 +33%
BAMF
375
BI Asset Management Fondsmaeglerselskab
Denmark
$27K -$125K -3,380 -83%

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.