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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
PPC
376
Park Place Capital
Alabama
$25.3K
NECFA
377
New England Capital Financial Advisors
Connecticut
$24.7K +$295 +8 +1%
FRA
378
Front Row Advisors
California
$20K -$443 -12 -2%
TCOV
379
Trust Company of Vermont
Vermont
$17.6K
N
380
Natixis
France
$17.5K +$17.1K +464 New
CB
381
Community Bank
New York
$17.5K
PA
382
Parallel Advisors
California
$16.6K -$2.62K -71 -14%
AF
383
Allworth Financial
California
$16.6K +$14.6K +396 +921%
WTA
384
Washington Trust Advisors
Massachusetts
$15.5K -$1.85K -50 -11%
LC
385
Lindbrook Capital
California
$14.6K +$4.73K +128 +49%
2L
386
25 LLC
Missouri
$13.6K
SWM
387
Spire Wealth Management
Virginia
$12.8K
Bessemer Group
388
Bessemer Group
New Jersey
$12K +$5.06K +137 +81%
SVCP
389
Silicon Valley Capital Partners
California
$10.2K +$111 +3 +1%
RTL
390
Red Tortoise LLC
Georgia
$9.7K -$10K -271 -51%
ZB
391
Zions Bancorporation
Utah
$9.55K +$9.34K +253 New
WT
392
Whittier Trust
California
$9.32K -$12.1K -327 -57%
HNB
393
Huntington National Bank
Ohio
$8.27K
PCM
394
Peregrine Capital Management
Minnesota
$8.27K
PVH
395
Psagot Value Holdings
Israel
$8K +$4.8K +130 +169%
FWM
396
Focused Wealth Management
New York
$7.74K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$7.02K +$185 +5 +3%
HFM
398
Harvest Fund Management
China
$7K
GWS
399
Glassman Wealth Services
Virginia
$6.79K -$185 -5 -3%
RCM
400
Raleigh Capital Management
North Carolina
$6.58K +$4.1K +111 +176%

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.