WBS icon

Webster Financial
WBS

Overview Fund Activity

429 hedge funds and large institutions have $6.86B invested in Webster Financial in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 49 closing their positions.

Holders
429
Holders Change
-10
Holders Change %
-2.28%
% of All Funds
7.42%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
44
Increased
152
Reduced
148
Closed
49
Calls
$8.17M
Puts
$2.16M
Net Calls
+$6.01M
Net Calls Change
+$2.99M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$52.4M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$51.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$42.2M
4
State Street
4
State Street
Massachusetts
$339M
5
Invesco
5
Invesco
Georgia
$217M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$91.7M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$260M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$208M
4
JAM
4
Jupiter Asset Management
United Kingdom
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
WTA
376
Washington Trust Advisors
Massachusetts
$25K 559 -500 -47%
FRA
377
Front Row Advisors
California
$25K 550 -18 -3%
JEST
378
JTC Employer Solutions Trustee
Jersey
$23K 500 – –
TCOV
379
Trust Company of Vermont
Vermont
$21K 467 – –
MWM
380
Mascoma Wealth Management
New Hampshire
$19K 412 – –
AF
381
Allworth Financial
California
$19K 431 +420 +3,818%
JGIA
382
Jackson Grant Investment Advisers
Connecticut
$18K 400 – –
HNB
383
Huntington National Bank
Ohio
$16K 346 +127 +58%
SWM
384
Spire Wealth Management
Virginia
$15K 339 – –
CA
385
Crewe Advisors
Utah
$15K 321 +59 +23%
RTC
386
Riverview Trust Company
Washington
$14K 299 +299 New
AIM
387
Axiom Investment Management
New York
$11K 256 +256 New
PCM
388
Peregrine Capital Management
Minnesota
$10K 219 – –
FWM
389
Focused Wealth Management
New York
$9K 205 – –
GWS
390
Glassman Wealth Services
Virginia
$8K 183 -50 -21%
PFBT
391
Parkside Financial Bank & Trust
Missouri
$7K 153 -31 -17%
CTC
392
Central Trust Company
Missouri
$7K 150 – –
HR
393
Howe & Rusling
New York
$7K 147 +56 +62%
JWA
394
JFS Wealth Advisors
Pennsylvania
$7K 150 +129 +614%
PP
395
PFS Partners
New Jersey
$6.24K 138 – –
UB
396
UMB Bank
Missouri
$6K 131 -35 -21%
BIA
397
Bell Investment Advisors
California
$6K 132 -18 -12%
LC
398
Lindbrook Capital
California
$6K 139 -12 -8%
PWMG
399
Prestige Wealth Management Group
New Jersey
$6K 140 – –
NC
400
NewSquare Capital
Pennsylvania
$6K 125 – –
14 15
16
17 18