We are live on ! Find out more
WBS icon

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
ACM
401
Aster Capital Management
United Arab Emirates
$6.99K +$6.88K +150 New
FCA
402
FinTrust Capital Advisors
South Carolina
$6.53K
PWMG
403
Prestige Wealth Management Group
New Jersey
$6.53K
PP
404
PFS Partners
New Jersey
$6.43K
S
405
Sachetta
Massachusetts
$6.39K -$1.19K -26 -16%
HWM
406
Hemington Wealth Management
Virginia
$6K +$5.83K +127 New
CJ
407
Caitlin John
Michigan
$5.75K +$46 +1 +1%
NECFA
408
New England Capital Financial Advisors
Connecticut
$5.65K +$46 +1 +0.8%
HCP
409
Hexagon Capital Partners
Arkansas
$5.45K +$4.87K +106 +964%
HNB
410
Huntington National Bank
Ohio
$4.85K
BIA
411
Bell Investment Advisors
California
$4.66K
PTC
412
Private Trust Company
Ohio
$4.38K +$734 +16 +21%
CA
413
Clearstead Advisors
Ohio
$4.06K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$3.26K
CAL
415
Capital Analysts LLC
Pennsylvania
$3K
MG
416
Mather Group
Illinois
$2.42K -$54.5K -1,188 -96%
GKIM
417
GW&K Investment Management
Massachusetts
$2K
AW
418
Avion Wealth
Texas
$2K +$505 +11 +30%
AF
419
Advisornet Financial
Minnesota
$1.82K +$459 +10 +34%
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K +$1.74K +38 New
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.58K +$46 +1 +3%
SIC
422
SJS Investment Consulting
Ohio
$1.58K +$138 +3 +10%
IHWM
423
Iron Horse Wealth Management
Iowa
$1.21K
AAP
424
Arax Advisory Partners
Colorado
$1.17K
SWC
425
Spectrum Wealth Counsel
Indiana
$1.17K +$1.15K +25 New

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.