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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 %
PMFA
401
Plante Moran Financial Advisors
Michigan
$6K 122 +122 New
MFT
402
Moisand Fitzgerald Tamayo
Florida
$6K 129 +129 New
HCM
403
Highlander Capital Management
New Jersey
$5K 116 – –
PTC
404
Private Trust Company
Ohio
$4K 78 – –
GRP
405
Global Retirement Partners
California
$4K 65 – –
FF
406
FourThought Financial
Florida
$4K 95 +17 +22%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$4K 80 +80 New
HI
408
Harbour Investments
Wisconsin
$3K 83 – –
CAL
409
Capital Analysts LLC
Pennsylvania
$3K 68 – –
SC
410
Schubert & Co
Texas
$3K 63 +31 +97%
GKIM
411
GW&K Investment Management
Massachusetts
$3K 72 +72 New
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$2.35K 51,573 +17,028 +49%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$2K 49 -1,814 -97%
IAMOG
414
Investors Asset Management of Georgia
Georgia
$2K 48 – –
Bessemer Group
415
Bessemer Group
New Jersey
$2K 45 – –
DI
416
Disciplined Investments
Oklahoma
$2K 35 +15 +75%
HCP
417
Hexagon Capital Partners
Arkansas
$2K 35 +35 New
CYG
418
Clean Yield Group
Vermont
$2K 48 +48 New
SWA
419
Sutton Wealth Advisors
Florida
$1.04K 23 +15 +188%
VCM
420
Versant Capital Management
Arizona
$1K 21 -3 -13%
BWA
421
BDO Wealth Advisors
Florida
$1K 14 – –
AWM
422
Accel Wealth Management
Iowa
$1K 17 – –
AF
423
Advisornet Financial
Minnesota
$1K 15 – –
CAL
424
Capital Advisors Ltd
Ohio
$1K 18 +11 +157%
SIC
425
SJS Investment Consulting
Ohio
$1K 17 +17 New
15 16
17
18 19