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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 %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$144K 3,576 +1,176 +49%
CFD
352
Creative Financial Designs
Indiana
$142K 3,527 -80 -2%
C
353
Covestor
United Kingdom
$142K 3,529 +513 +17%
BTI
354
Blue Trust Inc
Georgia
$140K 3,700 +2,312 +167%
CFGS
355
Concourse Financial Group Securities
Alabama
$130K 3,218 -46 -1%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$127K 3,156 – –
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$112K 2,785 -37 -1%
Lazard Asset Management
358
Lazard Asset Management
New York
$109K 2,713 +1,859 +218%
HWM
359
HighMark Wealth Management
Minnesota
$108K 2,683 +24 +0.9%
N
360
Natixis
France
$88K 2,183 +1,719 +370%
IA
361
IFP Advisors
Florida
$83.2K 2,064 – –
QCG
362
Quadrant Capital Group
Ohio
$80.2K 1,989 +1,052 +112%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$69K 1,708 +5 +0.3%
AAG
364
Armstrong Advisory Group
Massachusetts
$66.6K 1,652 -795 -32%
WT
365
Washington Trust
Rhode Island
$60.4K 1,498 -3 -0.2%
FMP
366
Financial Management Professionals
Texas
$60K 1,498 +5 +0.3%
DGAM
367
Desjardins Global Asset Management
Quebec, Canada
$55.6K 1,379 +1,379 New
VSQM
368
V-Square Quantitative Management
Illinois
$54.1K 1,341 -7 -0.5%
USB
369
Union Savings Bank
Connecticut
$50.7K 1,258 – –
AWM
370
AllSquare Wealth Management
New York
$49K 1,216 -265 -18%
NA
371
NewEdge Advisors
Louisiana
$46.2K 1,145 – –
FHA
372
First Horizon Advisors
Tennessee
$44.7K 1,109 -198 -15%
CLOS
373
Compagnie Lombard Odier SCmA
Switzerland
$42.6K 1,057 – –
IUHSA
374
Itau Unibanco Holding S.A.
Brazil
$42K 1,042 -429 -29%
GWM
375
Geneos Wealth Management
Colorado
$36.5K 905 +905 New
13 14
15
16 17