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Webster Financial
WBS

Overview Fund Activity

456 hedge funds and large institutions have $5.96B invested in Webster Financial in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 171 reducing their positions, and 48 closing their positions.

Holders
456
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
168
Reduced
171
Closed
48
Calls
$3.76M
Puts
$4.07M
Net Calls
-$312K
Net Calls Change
-$1.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
DAM
2
Davis Asset Management
California
$59.1M
3
State Street
3
State Street
Massachusetts
$312M
4
Millennium Management
4
Millennium Management
New York
$64.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$51.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Capital International Investors
2
Capital International Investors
California
$277M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$13.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$41.7K 1,057 -1,273 -55%
FHA
377
First Horizon Advisors
Tennessee
$40.2K 1,019 -339 -25%
BSB
378
Bangor Savings Bank
Maine
$39.4K 1,000 – –
HI
379
Harbour Investments
Wisconsin
$35.7K 905 +682 +306%
AWM
380
AllSquare Wealth Management
New York
$34.6K 877 +877 New
SWA
381
SOA Wealth Advisors
New York
$31.1K 788 +6 +0.8%
EWA
382
EverSource Wealth Advisors
Alabama
$30.2K 765 -94 -11%
QC
383
Quent Capital
New York
$29.7K 754 +99 +15%
PPC
384
Park Place Capital
Alabama
$26.4K 669 -9 -1%
NECFA
385
New England Capital Financial Advisors
Connecticut
$25.5K 646 +4 +0.6%
National Bank of Canada
386
National Bank of Canada
Quebec, Canada
$24.9K 631 -23,663 -97%
WT
387
Whittier Trust
California
$22.6K 574 – –
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K 565 +565 New
FRA
389
Front Row Advisors
California
$22K 553 +3 +0.5%
RTL
390
Red Tortoise LLC
Georgia
$20.8K 528 -8 -1%
PA
391
Parallel Advisors
California
$20.1K 511 -36 -7%
TCOV
392
Trust Company of Vermont
Vermont
$18.4K 467 – –
CB
393
Community Bank
New York
$18.2K 463 – –
WTA
394
Washington Trust Advisors
Massachusetts
$18.2K 461 -98 -18%
JGIA
395
Jackson Grant Investment Advisers
Connecticut
$15.8K 400 – –
JWM
396
Janiczek Wealth Management
Colorado
$15.7K 421 +421 New
SWM
397
Spire Wealth Management
Virginia
$13.4K 339 – –
CFO
398
CVA Family Office
Colorado
$12.4K 315 +310 +6,200%
RTC
399
Riverview Trust Company
Washington
$11.8K 299 – –
2L
400
25 LLC
Missouri
$10.8K 327 +327 New
14 15
16
17 18