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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
CFB
351
Cullen/Frost Bankers
Texas
$60.6K -$3.9K -85 -6%
SAM
352
Storebrand Asset Management
Norway
$60.4K
GRP
353
Global Retirement Partners
California
$60.3K -$367 -8 -0.6%
NS
354
NBC Securities
Alabama
$59K +$31.5K +686 +118%
USB
355
Union Savings Bank
Connecticut
$58.6K
HNB
356
Hilltop National Bank
Wyoming
$57.1K
NA
357
NewEdge Advisors
Louisiana
$54.5K -$72.7K -1,584 -58%
BIG
358
Brooklyn Investment Group
New York
$53.3K +$52.5K +1,143 New
AWM
359
Avior Wealth Management
Nebraska
$49.4K +$1.01K +22 +2%
QL
360
Quarry LP
New York
$48.6K +$7.39K +161 +18%
BGAI
361
Bruce G. Allen Investments
Colorado
$41.3K +$734 +16 +2%
EWA
362
EverSource Wealth Advisors
Alabama
$41.1K +$643 +14 +2%
Jones Financial Companies
363
Jones Financial Companies
Missouri
$40.1K +$10.9K +237 +38%
FMP
364
Financial Management Professionals
Texas
$40K
WAM
365
Wolverine Asset Management
Illinois
$36.4K -$196K -4,272 -85%
HFS
366
Hantz Financial Services
Michigan
$34K -$275 -6 -0.8%
AAG
367
Armstrong Advisory Group
Massachusetts
$31.8K -$25.2K -550 -45%
LC
368
Lindbrook Capital
California
$30.5K +$7.3K +159 +32%
AF
369
Allworth Financial
California
$28.5K +$734 +16 +3%
PA
370
Parallel Advisors
California
$28.3K +$643 +14 +2%
QC
371
Quent Capital
New York
$28.1K
BSB
372
Bangor Savings Bank
Maine
$28K
PS
373
Principal Securities
Iowa
$27.9K -$6.79K -148 -20%
UB
374
UMB Bank
Missouri
$27.7K +$21.1K +460 +341%
GWM
375
Geneos Wealth Management
Colorado
$27.5K +$27K +589 New

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.