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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
RA
376
Rise Advisors
New York
$26.7K +$229 +5 +0.9%
VSQM
377
V-Square Quantitative Management
Illinois
$26.7K +$26.3K +572 New
TCOV
378
Trust Company of Vermont
Vermont
$21.8K
CB
379
Community Bank
New York
$21.6K
CFM
380
Catalyst Funds Management
Australia
$18.6K +$4.59K +100 +33%
FFA
381
Farther Finance Advisors
California
$18K +$643 +14 +4%
WTA
382
Washington Trust Advisors
Massachusetts
$18K
CPA
383
Clear Point Advisors
New York
$17K
WWM
384
Wolff Wiese Magana
California
$16.8K +$16.6K +361 New
SWM
385
Spire Wealth Management
Virginia
$15.8K -$12.2K -265 -44%
CTC
386
Central Trust Company
Missouri
$13.7K
SVCP
387
Silicon Valley Capital Partners
California
$13.2K +$138 +3 +1%
JSAM
388
J. Safra Asset Management
New York
$13.2K +$11.8K +258 +956%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$1.74K +38 +16%
CWM
390
Compass Wealth Management
Connecticut
$12.1K
RTL
391
Red Tortoise LLC
Georgia
$12K
PFBT
392
Parkside Financial Bank & Trust
Missouri
$11.7K
HI
393
Harbour Investments
Wisconsin
$11.7K
PWMG
394
Private Wealth Management Group
New Jersey
$10.5K
Bessemer Group
395
Bessemer Group
New Jersey
$9K -$964 -21 -10%
VCM
396
Versant Capital Management
Arizona
$8.95K +$1.7K +37 +24%
Mitsubishi UFJ Asset Management
397
Mitsubishi UFJ Asset Management
Japan
$8.06K
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$7.88K +$4.22K +92 +119%
VWM
399
Venturi Wealth Management
Texas
$7.6K
JWA
400
JFS Wealth Advisors
Pennsylvania
$7.22K +$229 +5 +3%

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.